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What's the story on your file?

Laughing all the Way to Work

Think of a file as a story about what has happened from beginning to end on a matter. It is very important if you get phone calls and make decisions on a file to document that by writing a note and putting it on the file by date. When someone new looks through the file they will see a chronological record of incidents.

Filing 100
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13 Ways You Should be Using Your Smartphone for Business

Tips From T. Marie

Yet another reason to ditch the file cabinet and move your files to the cloud; file access on your smartphone. Amazon , Staples and Sam’s Club apps. Scan and Fax Email. Try Keynote , Microsoft PowerPoint , Google Slides or even Canva to create a powerful presentation on the go. Documents on the Go.

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. Physical: Create a Client Contact Sheet. In your main client folder.

Filing 100
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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. Physical: Create a Client Contact Sheet. All Clients: Client Tracking Spreadsheet.

Filing 100
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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. Since I work at home (and because we're full-time RVers, always on the road), I need to be able to fax/copy/convert from anywhere. Find here: steph.bz/EZBackup. Find here: steph.bz/jEB9d4.

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12 Business Productivity Tools They Can Not Live Without.

Stephanie LH Calahan

It houses so much more than a file index. This allows them to keep it within site, but all projects are kept in an organized file. Once the project is completed, the whole pile of that particular project can be filed away; out of site. Thanks to Ellen Delap of Professional-Organizer.com 3.

Filing 100
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IRS releases details on how to withdraw ERC claims

BMT Office Administration

The IRS has kept its promise to provide relief to employers that filed Forms 941-X to claim the pandemic-era employee retention credit for which they aren’t eligible. Big break: The IRS will treat withdrawn claims as if they were never filed, so no penalties or interest will be levied. Worse: They may face criminal prosecution.

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