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Retrieve Your Files With Ease

Professional Assistant Blog

Then, all files are set up in an excel file with columns for File #, property address, closing date, owner (whatever data important) - then sorts are run and printed so files can be referenced and found by whatever criteria you need. B eing able to retrieve the data is more important than an organized alphabetized file drawer.

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

Stephanie LH Calahan

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. We can also generate reports to track our income. You won't regret it.