Office Organization Success
DECEMBER 15, 2012
Many business owners find themselves in a situation where they are asked to send their credit card information in order to finalize a business transaction. Don’t EVER send sensitive financial data via email – even if it is split across two emails. Sending info via email is like sending a postcard via mail.
Tips From T. Marie
JUNE 26, 2018
With more of us enjoying job flexibility today, and with the probability of up to 58% of workers expected to be independent contractors by 2027 , if you’re not using your smartphone for more than texting, calls and email you should be. We all know about texting, calling and emailing from our phones, but are you collaborating from it as well?
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Clutter Coach
JUNE 30, 2015
The brochure also reminded me, and I will remind you: Shred any documents with sensitive financial or identity information on them. Don’t click through any email links regarding your finances or identity! Don’t give out your Social Security number unless you have to. This last point bears repeating. Believe them!
Ian's Messy Desk
NOVEMBER 10, 2010
Minimize the number of identification and credit cards carried. Tear/shred receipts, copies of credit applications, other documentation containing personal information, don’t just throw it in the garbage. Obscure credit card numbers on customer receipts. name, address, phone number) will be used.
Office Organization Success
NOVEMBER 24, 2014
A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Credit Card Authorization Form: you want to get paid, right? Sign Up NOW For Free.
BMT Office Administration
OCTOBER 4, 2022
Post-COVID-19, many employee tracking software programs started popping up, allowing companies to track employee productivity , computer activity, emails, and even individual keystrokes. Screen sharing of an employee’s computer will update managers on an employee’s progress on tasks, emails, and other workflows. Keystroke logging.
Stephanie LH Calahan
MAY 13, 2011
It allows us to easily email branded invoices to our clients, which they can then pay by mail or online. By recording payments as we receive them, we can just as easily monitor overdue payments and send email reminders. I sit in my car and check my email. I cant live without Quickbooks Pro with the cloud document management app.
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