How do you organize all your paperwork?

[Brandon Handel]

How do you guys choose to organize all your paperwork? Old fashion file cabinet for everything? Evernote? Another computer program? A hybrid of both electronic and paper copy of everything? Would love to know what you guys do to give me more options to choose from. TIA! 

[Antoine Martel]

Don't fuss around with the paperwork. Get a CRM.

[Bjorik Mutize]

I would say keep everything organized to quick Access! I have all leases on paper and electronically. Accounting and management docs electronically. Vendor docs electronically

I rely on iCloud and iScanner heavily. I like how i can reference my lease or any other docs from my phone

[Account Closed]

I like to store everything digitally by property / folders. Just scan and store and you have quick access whenever. Don't really know how scalable this system is, but for the time being it works just fine.

[Steve Rozenberg]

I use both evernote and google drive for my whole company storage. Just starting to use Asana for project management things 

[Wesley W.]

I scan all documentation (unsigned saved as PDF).  I have a file cabinet for the hard copies and the digital copies are on my PC.  The next step for me will be to pay for more Google drive space and upload everything to the cloud.  I already have a portion of important docs saved there (door key info, floorplans, maintenance manuals, paint colors, sku #s for materials, business docs like articles of incorporation, blank rental apps, estoppels, other info) so I have access to them remotely.

[Daniel Hyman]

Brandon Handel

Evernote
Dropbox
Right Signature

[Joe Splitrock]

Originally posted by @Brandon Handel:

How do you guys choose to organize all your paperwork? Old fashion file cabinet for everything? Evernote? Another computer program? A hybrid of both electronic and paper copy of everything? Would love to know what you guys do to give me more options to choose from. TIA! 

I keep copies of original documents and receipts in a file cabinet, then track the expenses and mileage in Excel. I do scan lease documents to send a copy to the tenant. You can also choose to keep only scanned copies of receipts if you want, which is fine for IRS record keeping standards.

[Doneshia Marinnie]

A property management software such as AppFolio or even AMSI are really good with consolidating all of the information, keeps track of service  repairs, allots for accounting and maintaining resident ledgers, can keep record of correspondences and of course store archived information from previous residents. 

Some states do have laws that specify how and for how long documents should be kept, I I'd look into that before deciding to go paperless and throwing all your hardcopies away. However, I do recommend that if you decide to store documents electronically, that it is backed up to some sort of cloud as a precaution. For my clients, I use dropbox and google docs - incredibly user friendly and affordable.

[Frankie Woods]

I copy all receipts and put it in the cloud, marked under folders for the particular property and year.

[Brandon Handel]

@Antoine Martel what's a CRM?

[Frankie Woods]

Customer relationship management  (CRM).  It manages all business interactions.  There are a lot of programs that are amazing (e.g., Buildium)

[Keith Weigand]

We store every thing digitally. Since we do, I can pull up any document remotely from anywhere. I used to have to go back to the office to look at files. Technology has help the real estate business in so many ways. Gives us more time to invest and look for new deals