Neat

I rarely need to scan documents or books, but it happens and I use this software. It is easy to work with and I can scan and store my files quickly. I like that it offers other features, but I don't use them for now.

Can't say, about other features, but scanning is ok, no cons until now.

Easy to use, fast, quick accurate. Could scan receipts as I get them, and toss the paper

I have used NEAT since it was Neat Receipts. The idea is to scan documents and receipts, or photograph them, so you can be paperless.

It worked fine, and I have thousands of receipts stored. Except…….now comes “Extortion” from the company.

After Covid and retirement, I no longer need their services. So, I wanted to end my monthly subscription. However, unless I continue paying, I don’t have access to the receipts and documents I have scanned.

So, if I get an IRS audit, or need other documentation that has been scanned, I can’t access them unless I continue to subscribe to their service. So even if I don’t need their services anymore, I have to pay for them.

They offered me the option of downloading each receipt one at a time. Thousands of receipts. Not reasonable. And they cannot be downloaded in a batch.

I’ve been a client of theirs for many years, possibly over a decade or more, I purchased 3 scanners from them (no longer usable due to updates, which happens as technology progresses), but now I’m being extorted out of money for perhaps 7 years (based upon IRS rules for keeping receipts).

It is an outrage, and might I suggest that while you might feel your data is safely stored, you can’t have it once you don’t need their services anymore.

I contacted an attorney to find out if they are required by law to give me access to my data.

Thanks for listening to my warning.

I like the ability to scan & organize my documents & papers. Parsing & saving to the cloud add to its value. Welcome extras include scan to computer, scan to email, email a scan, and scan to Neat Solutions software. The search feature is a plus as well. I like the ability to zoom in & out on docs, rotate docs & print them.

1) incessant logins required & quite maddening! The software times out way too quickly and requires another log-on to get back where I left off. 2) Unlike your early version I can not double click (or use any command at all) to instantly enlarge the document to full size in order to read the microscopic size characters and numbers on the scanned item therein! 3) I must repeat the entry of repetitive titles of accounts, etc. You eliminated the auto-fill feature that was soo handy! 4) I absolutely HATE the inability to add a scanned supplemental document (scan) to a previous scan that has already been saved!!! YES. We can add more pages to a scan before the batch is saved. Big Deal! 5) It takes forever for a 3 or more page scan to process. If I have multiple scans I go on to do other work between them until "processing" is done. However since I have notes, titles, dates, and categories to type in, I hate to have my train of thought & work flow flubbed up! Any wait for processing to finish invariable results in the need to sign in again....and there's no ability to save the password associated with the log on....the way I can for all my banks & investments. Today we have many ways to quickly & safely enter passwords, so how about it? The preceding was my top 5 intense dissatisfactions relative to the software. Tsk-tsk! You didn't ask about customer support.Dr

I have used Neat Books since it came out and it is key to running my business.

I always shudder when they "upgrade" the software since I then have to learn the new way of doing things. Luckily their client support is excellent.