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Ratings and Reviews 0 Ratings

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What is Paperless?

Paperless is an innovative digital document management tool. Remember when there was so much buzz about the impending paperless future? It appears we are, in fact, relying on paper more than ever. The truth is, paper is still a big part of our lives. However, Paperless 3 is a remarkable application designed to streamline the organization of both digital and physical documents while also contributing to environmental sustainability. You can say goodbye to lugging a heavy bag of receipts to your accountant during tax season. As stated in IRS 97-22, digital documents are permissible for tax purposes. With Paperless 3, you can create a Smart Collection to keep all your files systematically organized in one central location. Additionally, the software provides options for emailing, printing, exporting to PDF, or visualizing your receipts in a chart format. By utilizing Paperless 3, you can significantly enhance your document management process and lessen your reliance on paper, ultimately fostering a more eco-friendly approach to record-keeping. This way, you can embrace a more efficient lifestyle while caring for the planet at the same time.

What is NeatFiles?

Successful business operations rely on accuracy and flexibility. Our advanced data capture features ensure that your uploaded information integrates effortlessly with your physical documents. You can choose to scan files, capture photos using your mobile device, or upload directly from your computer to your NeatFiles account, granting you the ability to access your financial documents from virtually anywhere at any time. Customize the arrangement of your digital files to meet your individual needs and say goodbye to the clutter of excessive paperwork. Enjoy the ease of searching with keywords and filtering your documents instantly, enhancing your efficiency. Neat prioritizes the security of your data and documents by implementing bank-level security protocols and encryption techniques. Improve your customer service experience by enabling credit/debit card transactions and bank transfers with ease. Generate custom invoices in mere minutes, ensuring secure payment processing through Neat’s reputable partner, WePay (a subsidiary of Chase). You have the flexibility to toggle this feature on or off without losing access to any past invoices. Furthermore, we value human communication over automated interactions, with the exception of our helpful chatbot on the website, which connects you to a real representative when necessary. This ensures that you benefit from a perfect combination of technological ease and personalized service in all of your transactions, enhancing your overall experience. As a result, you can focus more on your core business activities while we handle the details.

Media

Media

Integrations Supported

Campaign Monitor
Constant Contact
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
Quicken
TurboTax Business
WePay

Integrations Supported

Campaign Monitor
Constant Contact
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
Quicken
TurboTax Business
WePay

API Availability

Has API

API Availability

Has API

Pricing Information

$69.95
Free Trial Offered?
Free Version

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Mariner Software

Date Founded

1990

Company Location

United States

Company Website

marinersoftware.com

Company Facts

Organization Name

Neat

Date Founded

2002

Company Location

United States

Company Website

www.neat.com/neatfiles/

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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