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What electronic record-keeping software best fits your needs?

BMT Office Administration

It also ensures that any information necessary is easily retrievable. Software systems also tend to be more secure for sharing sensitive information including employee forms with SSNs and other private data. However, it is best to avoid keeping unnecessary documents on file if they have private information. Preventing lost data.

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Interview with Kate Smith of Juno VA

Karen Vivarelli

I worked in the corporate finance department of an accountancy firm, working as a Research Executive, identifying potential acquirers for businesses for sale, preparing business plans and detailed information memorandums. Kate Smith. Where did you work before you became a VA? Before then, I was PA to 3 of the firms’ 9 partners.

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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

Wordpress is not just a software, but a platform for managing, creating and publishing information on the Internet without having any technical and programming skills. Evernote information is stored in the cloud (so that I do not have to worry about my computer crashing) but allows me to add a note from my computer, iPad, or phone.

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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

Each task card has a set of unique information displayed in the quick view, including: Due date. Finance request forms. As such, you can use Monday.com to: Capture leads and customer information with custom forms. This list houses all the tasks that you’re currently working on. This list contains tasks that are complete.