Do you ever wish your clients were more organized? Imagine if every time you need a document, your clients were able to share it with you in a matter of minutes—regardless of if they took your call from home, the car, the office or even when they’re on vacation in Aruba! And think on this: What if every time your clients needed a copy of a W-2 form or an old tax return you could share it with them in a flash? Sound too good to be true? Read on…
Tax season is stressful in and of itself. Throw in a disorganized and anxious client that gets you their stuff just days before October 15th, and you have a recipe for disaster. Increased stress. Decreased profitability. Simply put, it’s an ugly situation. The good news? Preventing it is easier than ever when you get you and your clients start using one of our favorite tools: Evernote.
Evernote is a digital organizer. And as far as we’re considered, everyone should use it. It’s the fastest & easiest way to keep all of your notes, documents, webpages, inspirations and ideas at your fingertips and in a format that you can share with anyone you want, anytime, from anywhere.
- Want to take notes while on calls with clients? You can do that in Evernote.
- Need to save info you found buried on the gov website so you don’t have to hunt for it again? Evernote makes that simple.
- Want to easily get access to receipts and other important documents from clients? Think Evernote.
- Need to find the receipt for the snazzy wine and dine dinner party your client hosted last Fall?
…and that’s just the beginning. Here are two additional Evernote benefits that we absolutely love:
Find Anything In A Snap
It’s one thing to get in the habit of scanning all of your paper files. But it takes a different kind of super power to file them in a way that makes finding them simple later on. That’s where Evernote tags come into play. You can (should) add tags to every document you file in Evernote because tags make finding what you need when you need it super speedy. Looking for every record you have on Client X? Tag each file for him and then when you need it again, do a simple tag search and everything you want is right there. Need to pull up all of Client Y’s receipts from the month of February? Tag ‘em and grab em. Want to know what you spend on advertising but not on your other expenses? Tags make it easy to get this info.
Download Statements While You Sleep
We’re huge fans of the app store that you’ll find on Evernote. Countless companies have recognized the power of Evernote and since, partnered with them to make your life easier. One app we have a special affinity for is called FileThis. It automatically sends your (or your client’s) credit card, bank, 401 k and other statements to your Evernote account on a weekly basis. And get this, it’s super secure and free for most people. Win, win!
Simply put, tax season doesn’t have to overwhelm you or your valued clients. With the right tools, you can make it through tax season and live to tell about it, or better yet, actually enjoy it! Lucky for you, we’ve got 3 additional stress-busting tax tools up our sleeve that we’re going to blog about over the next 3 weeks, so be sure to circle back with us and look for them. In the meantime, give Evernote a spin and let us know what you think.
