Introduction to NeatCloud


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Learn more about what NeatCloud can do for you.

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Introduction to NeatCloud

  1. 1. A first look at the most powerful Digital Filing System yet!
  2. 2. Transform Your Paper Clutter…& Now Your Digital Clutter, TooSince 2002, The Neat Company has empowered people with the tools they need to attack their Paper Monsters. The Neat Company’s integrated software and scanning solutions transform paper clutter into organized digital information. But, what about digital clutter? Introducing a new suite of products that seamlessly integrate with our existing hardware and software solutions, allowing you to attack your Paper Monster and your digital clutter and make it work for you… INTRODUCING… 2
  3. 3. An online digital filing system that makes it easy to back up, sync, access,and share your most important documents.A digital filing system for your smartphone and tablet that syncs with yourcloud and desktop applications and allows you to “scan” images using thecamera on your device.
  4. 4. A verification service for your mobile device “Scans” that reviews and correctseach data entry for you. A mail-in, bulk scanning service that scans all your documents directly to NeatCloud for you. 4
  5. 5. The Most Powerful Digital Filing System Yet!
  6. 6. What can I do with NeatCloud?§  SYNC: instantly sync all of your Neat files across multiple devices§  BACK UP: back up and protect your entire Neat database§  ACCESS ANYWHERE: view your Neat files from your smart phone, tablet, or any web browser, anywhere§  E-MAIL: forward emails directly into your NeatCloud account§  SHARE: share individual files or share folders and collaborate back-and-forth§  MULTIPLE USERS: have accounts with multiple users 6
  7. 7. SYNC§  All your documents, in the most up-to-date version, are automatically synced across all your devices§  Be assured that you always have access to your files at any time§  Turn on sync one time to ensure automatic syncing every time you log into your NeatCloud account§  Automatic or manual sync available 7
  8. 8. BACKUP§  Ensures synchronization between various devices§  Securely backed up on Neat’s servers§  Safer to store documents, contacts, and records in the cloud than just on your computer§  Seamless transition to a new computer or device§  Automatic or manual backup available 8
  9. 9. EMAIL§  Personalized email address included with every NeatCloud account§  Forward emails directly into NeatCloud •  eReceipts •  Attachments •  contacts§  Body of the email is added as a new item and each attachment is added as a separate item 9
  10. 10. SHARE§  Share a single file with anyone that has an email address as a PDF§  Share an entire folder with someone. The recipient will be able to view entire contents of shared folder and be able to comment back-and-forth •  Recipient does not have to be a NeatCloud subscriber •  Recipient can download items, but not add, edit or delete items 10
  11. 11. MULTIPLE USERS§  Multiple users can have access to the same account§  Ideal for couples, home offices, or business partners looking for an easy way to share documents and collaborate§  Each user must register with NeatCloud, but the account only requires one paid subscriber§  Number of multiple users varies based on plan 11
  12. 12. §  Instantly sync files from your mobile device with your cloud and desktop§  “Scan” in files – and access them anywhere – with the camera on your device§  View files and folders in the same format as they appear on your desktop§  Automatically back up and protect all of your Neat files 12
  13. 13. 13
  14. 14. •  Ensures that key fields within captured mobile images are as accurate as possible•  Checks mobile “scans” to verify faded or crumpled receipts or handwritten totals on receipts•  Choose which images are verified•  Verifications within minutes 14
  15. 15. §  Mail-in, bulk scanning service that scans all your documents directly to your NeatCloud account for you§  Provide paper documents in a prepaid USPS envelope or box Neat provides§  Neat scans the documents for you§  All your documents will be available in your NeatCloud account •  Separate documents with clips or rubber bands to group multipage documents together, or use folders or cover sheets to group documents into one folder§  You can choose to have documents returned to you or securely shredded by Neat 15
  16. 16. How will you use NeatCloud?As a thank you for attending this call, we’d like to offeryou a free 3-month trial of NeatCloud!•  Please go to the site,, and sign up for a free 30-day trial of NeatCloud.•  Once you’ve done that, please email Deb Lee with the email address you used to sign up.•  Deb will pass along your information and we, here at Neat, will extend your 30-day free trial to a 90- day (3-month) trial.
  17. 17. Thanks for being Neat!