In an effort to go paperless, most of us have online access to documents that we once would have saved in our filing cabinets. While we no longer have stacks of bank and credit card statements, bills and tax forms jamming our files, we still have to spend time downloading these documents and filing them on our PCs as many institutions make older forms inaccessible after a period of time.
FileThis is a new web service that automatically downloads your statements to a predetermined location. Documents can be accessed via your mobile device or from any Mac or PC with a web browser. FileThis can grab downloads from some 300 companies including banks, credit card providers, insurance companies, online shopping accounts, utilities, and paypal and files them to your PC, Cloud storage provider like Evernote, Box, or Google Drive, or to FileThis’ own cloud-based storage service. If you choose FileThis’ storage, the service will automatically categorize documents by type and assign tags creating a virtual file system for managing and accessing documents.
Setting up your FileThis account takes just three easy steps. First, choose the institutions you want to connect to, then enter your login credentials, and finally choose where you want the documents filed. FileThis will immediately begin downloading statements, renaming them based on the account that they come from, the date of the statement and then filing them away.
The developers of FileThis understand that users may have concerns about providing login credentials for bank and credit card accounts. All data is encrypted, all communications between servers is encrypted and if you end your service with FileThis, they will immediatly delete your account and your data.
FileThis offers three plan levels beginning with a free service that allows you to connect to six institutions that will be searched once a week for new documents. For $2 per month you can increase the connections to 12 institutions. The $5 per month plan offers 30 connections and searches your institutions daily for new documents.
FileThis may be the solution we have all been looking for to manage our financial documents in the digital realm.
For more information on solutions for running your businesses’ technology more efficiently, visit our website or contact Megan Meisner at mmeisner@launchpadonline.com or 813 448-7100 x210.