In business, it is imperative to always keep records, whether it would be for the government, financial statements, contracts, income receipts and employees. All warranties, records, receipts, important documents or even articles, I have easy access to them anytime, anywhere. It has given me a great sense of contentment and security. I like the fact that it has significantly lessened my load of keeping excess paperwork. It has inspired me to be an overall more organized person in both my business and in my personal life. It gives me peace of mind and a sense of security. In fact, their Mac app has occasionally been unusable for months at a time and the Web app doesn't allow you to sort tables with more than 200 records! The reporting functionality often breaks (it took dozens of attempts to get a series of partial exports when I stopped using the platform). Since then, the relational database functionality the system used to provide has been largely removed and the accuracy of their OCR scanning has somehow gotten progressively worse over the years. Their quality and support has continued to degrade over the last several years, as they've moved to a paid SaaS product from a hardware-focused company and stopped producing their NeatDesk scanners. Their scanners and OCR scanning abilities used to be top-notch. I used their products for about 10 years and recommended many users to them over the years. As a parting shot to customers leaving their platform, they also don't refund prepaid subscriptions after 30 days, so beware signing a long-term contract if you're testing it out! PROS After dozens of additional crashes during the 2019 tax season, I had finally had enough and cancelled my account. Thanks for listening to my warning.Īfter wasting way too much time over several years to get their system to work properly, I finally realized that I'd been giving into a sunk cost fallacy. I contacted an attorney to find out if they are required by law to give me access to my data. It is an outrage, and might I suggest that while you might feel your data is safely stored, you can’t have it once you don’t need their services anymore. I’ve been a client of theirs for many years, possibly over a decade or more, I purchased 3 scanners from them (no longer usable due to updates, which happens as technology progresses), but now I’m being extorted out of money for perhaps 7 years (based upon IRS rules for keeping receipts). And they cannot be downloaded in a batch. They offered me the option of downloading each receipt one at a time. So even if I don’t need their services anymore, I have to pay for them. So, if I get an IRS audit, or need other documentation that has been scanned, I can’t access them unless I continue to subscribe to their service. However, unless I continue paying, I don’t have access to the receipts and documents I have scanned. So, I wanted to end my monthly subscription. After Covid and retirement, I no longer need their services. Except…….now comes “Extortion” from the company. It worked fine, and I have thousands of receipts stored. The idea is to scan documents and receipts, or photograph them, so you can be paperless. I have used NEAT since it was Neat Receipts. Could scan receipts as I get them, and toss the paper CONS Worked fine but have to pay for service I don't need to keep data PROSĮasy to use, fast, quick accurate.
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