As the end of 2013 draws near, it’s time to make plans for 2014. In my office, I have a large whiteboard with a list of many initiatives. In this post, I’d like to share one of them and begin a dialogue with you, asking what your plans are for next year.
Online Document Storage
This has been on the list for a while. I have no doubt that some of you have already done this. There are many vendors providing this type of service. In an effort to keep the expense down, I have selected NetDocuments.com. They have three subscription levels ranging from $20 per month to $38, per user. Because there is a minimum of two users, you can double the cost. Still, it remains one of the lowest-cost online document storage providers I’ve found. In addition, you can add an email integration with Microsoft Outlook for $6 per month. Again, minimum two users. This will allow you to send emails with passwords and expiration dates if you wish.
The only drawback I see is that NetDocuments does not have the client view set up with folders as you would see in a Windows tree. Instead, they have what they call “Shared Spaces.” This is essentially a header which you title. For example, you can title a header “Income Tax.” Then, you can drag and drop, or save in the usual way, to place a client’s income tax return under this header. By using multiple Shared Spaces with separate titles you can segregate a client’s documents.