Paperless Organizing Made Easy

Sick of that mess on your desk? Electronically file away important documents, recycle hard copies and get organized using a virtual filing cabinet.
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Goodbye, Rolodex. Hello, High-Tech Phone Lists

Imagine never being at a loss for important dates, times and other helpful information pertaining to each of your clients and prospects. When and how should you follow up with a key client to schedule a seminar? Next Tuesday morning on the client’s cell phone. When did that insurance industry prospect say to check back about service needs? Early May, right after the prospect’s strategy presentation. And just how old is the son that the client you’re meeting with this afternoon loves to talk about? Contact-management software can help put all that information and more at your fingertips.
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Think Twice Before You Toss

It’s spring cleaning season—the perfect time to sort and toss paperwork collecting dust on your desk. But wait. Before you haul garbage bags full of unwanted files to the dumpster, do you know what steps you should take to properly and legally destroy business and personal records?
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Find Those Forms

You have plenty of responsibilities to occupy your time and work. Fortunately you can cross off generating standard business forms and contracts from your to-do list. Plenty of essential business documents are readily available online, many for free, others for a modest fee. Here’s where to start:

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