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SignMyPad: Save Time and Money By Ditching Your Fax and Scanner

Productivity Bits

It’s the eleventh hour and you have to send a form to someone with no time to spare. Usually this involves a fax machine, scanner, printer, or all 3. Don’t go digging in the attic for the fax machine you haven’t used in years. Let’s start with the getting the document onto your mobile device.

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7 Reasons to Free Your Business from File Cabinets & 5 Tips to Help You Do It

Tips From T. Marie

For businesses with a large amount of paper files it may be time consuming to scan those already existing paper files into electronic form, but once that task is done, a totally electronic files system is going to make life easier and faster , with no room needed for those ugly file cabinets. It’s all straight up money savings from there.

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

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?

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

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. Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her.

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on. As the majority of your communication is probably done via email with documents going back and forth, you’ll also want to create an individual client folder on your PC.

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Choose Your Method of Communication Effectively – Email, Phone, In.

The Office Professionals Place

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? DO use email for informational purposes (i.e.

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Simple Things You Can Do to Go Green in Your Business

Stephanie LH Calahan

Using less-toxic, biodegradable cleaning products not only improves the environment, but did you know that many natural cleaning products are usually sold in a concentrated form?    Start with something like electronic faxes.    Most of the time we look at the fax and file it electronically, or delete it. 

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