Paperless Blog

3 Evernote Quick Note

One thing I appreciate about Evernote is how they are constantly adding new product improvements. This post, however, is about Quick Note: an improvement that was introduced to the Mac client five months ago. Why am I posting about it now? Two reasons: I realized that I have never posted about it before, and I […]

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Make A Transporter Folder Remote Only

The Transporter is a “personal cloud device”, which means it is a storage device that plugs into your network and lets you store and share files without having to have your sensitive information stored on a third-party service. By default a certain amount of your files are cached locally on your computer, which means that […]

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Should You Send Sensitive Documents By E-Mail?

So you need to send someone a PDF, but it contains information that you consider private. Should you hit that “Attach” button in your e-mail client? In my opinion, it is not a wise move. Awesome DocumentSnap reader and bookkeeper extraordinaire Laura Kenway asked me a question on this very topic, and it has turned […]

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5 FileThis Fetch Releases iOS App

A year ago I wrote about a service that takes most of the pain out of paperless billing called FileThis Fetch. FileThis allows you to set up connections to a slew of online services such as financial institutions, utilities, and stores, and automatically download statements to a destination of your choosing. I know lots of […]

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3 Acrobat Dynamic Stamps

When you’re working with PDF forms that require signature or other input, you want to make sure that everything that needs to get filled out does. Awesome DocumentSnap reader Doug Ransom wrote me about some neat dynamic flags that he made for Adobe Acrobat. He uses them heavily in his investment advisory business. You can […]

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Readdle 6th Birthday Sale

Readdle makes some great apps for iPhone and iPad, including some tools that I use quite a bit for going paperless. I just saw that it is their 6th birthday (congratulations Readdle) and they’ve discounted six of their apps. Here are three that are relevant from a paperless perspective: Scanner Pro – on sale for […]

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1 Best Practices For Expense Reporting

This is a guest post from Michael Hourigan at Shoeboxed. The key to effortless expense reporting lies in implementing a few crucial best practices that will allow you to seamlessly track your expenses while you’re on the go. Know What’s Expected Get clear on what’s expected from you in terms of your reporting. How detailed […]

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