This document introduces NeatCloud, a new digital filing system that allows users to organize, back up, sync, access and share documents across devices. Key features include syncing files across devices, backing up documents on secure servers, accessing files anywhere via mobile apps or web browsers, emailing documents directly into accounts, and sharing individual files or folders. The system supports multiple users per account and mobile scanning of documents via smartphone cameras. It also offers optical character recognition services and mail-in scanning of physical documents. The document encourages attendees to sign up for a free 30-day trial that can be extended to a 90-day trial of NeatCloud.

1. A first look at the most powerful Digital Filing System yet!

2. Transform Your Paper Clutter…
& Now Your Digital Clutter, Too
Since 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…
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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 your
cloud and desktop applications and allows you to “scan” images using the
camera on your device.

4. A verification service for your mobile device “Scans” that reviews and corrects
each data entry for you.
A mail-in, bulk scanning service that scans all your documents directly to
NeatCloud for you.
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5. The Most Powerful Digital Filing System Yet!

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
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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
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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
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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
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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
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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
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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
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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
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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
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16. How will you use NeatCloud?
As a thank you for attending this call, we’d like to offer
you a free 3-month trial of NeatCloud!
• Please go to the site, www.neat.com, 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. Thanks for being Neat!