How To Quickly Move Your Business to Paperless
‘Paperless‘ is a huge buzzword right now. Everyone wants to run their business without paper—to save money, be environmentally friendly, and stay organised having a cutting edge payment solution can really help with taking your business paperless.. When mobile card readers first came out, they were slow, cumbersome, and would often have connectivity issues. Some businesses were either put off by these issues, didn’t think a mobile card reader was something their business needed, or simply didn’t want to use the technology itself. But burying your head in the sand isn’t really an option these days.
The technology behind card readers has advanced dramatically in the last decade, meaning they’re reliable, fast, and easy-to-use. Because of this, they’ve become increasingly popular with businesses and consumers alike.
But getting started on the path to going paperless is tough: where do you begin? Here are four tips to help you get started.
1. Find a place to store everything.
If you have your digital documents stored in many different places, you’re not going to be any more organised than you were before you went paperless, which means you’re missing out on one of the greatest advantages: the ability to keep everything highly organised and easily accessible.
Decide on a backup provider—CRASHPLAN and CARBONITE are great for backing up everything on your computer, while something simpler like DROPBOX or GOOGLE DRIVE will be sufficient for just keeping your work documents—and back up your documents regularly.
Our app helps keep all of your invoices, quotes, and customer information in a single place online, all of it easily accessed via the web dashboard.
2. Get in the habit of scanning new documents.
It can take a long time to scan your archive of old documents—you might be able to do it in a weekend, or you might have to do it over the course of a month. Either way, it’s important to get a headstart on your incoming papers, or you’ll always be behind.
Receipts, invoices, professional communications, employee records, job paperwork, and many other types of documents should be scanned. It’s a lot, but don’t get discouraged—it’s worth it!
3. Use an app to stay organised.
Note-taking and -management apps like EVERNOTE and ONENOTE are great for keeping track of your digital documents—you can create notebooks and binders, add notes, search for old notes, and share with your co-workers or employees. Card payment apps, like SmartTrade App, have an edge over the more traditional mobile card readers out there. You don’t need a card reader or extra equipment – All you need is your smartphone. There are those who offer card readers and will tell you all you need is an app to take payments, but this is unfortunately not the case. SmartTrade App is the only app only (APOS) card reader in the UK market to date. They also give you the ability to make your business entirely paperless.
SmartTrade App incorporates invoicing and accounting systems, meaning you can email your quotes and invoices to customers, as well as take card payments instantly.
The SimplyPayMe web dashboard, IPHONE/IPAD App and ANDROID APP lets you take and store notes on your jobs, keeps your contacts organised, and makes it easy to access the records of old jobs—not to mention keeping you up-to-date on your calendar and how your business is doing.
4. Keep everything secure.
Even if you’re not keeping customers’ credit card numbers or other financial information online, you need to make sure that your files are well-protected. Many companies have suffered breaches in the past few years, and some never recover.
Choosing strong passwords, using encrypted storage, and sticking to the PCI guidelines will help not only protects you from cyber-vandalism, but also to protect your customers from identity theft.
Using the SimplyPayMe App is a great way to start being PCI COMPLIANT—with high-level encryption, all of the information that’s passed through the app is very secure.
The advantages of mobile card readers For Paperless Businesses
Card readers have several advantages over cash payments. Card payments are immediate and go straight to your account instead of having to be deposited. You don’t have to pay someone to count the card payment, unlike cash. And card payments are more secure than cash, protecting you and your customers as well as hindering potential thieves.
There’s a lot of mobile card readers out there, so the next step is finding out which is right for your business. You can check out OUR COMPARISON PAGE here for a hand with this.
What about card payment apps?
Card payment apps, like SimplyPayMe App, have an edge over the more traditional mobile card readers out there. You don’t need a card reader or extra equipment – All you need is your smartphone. There are those who offer card readers and will tell you all you need is an app to take payments, but this is unfortunately not the case. SimplyPayMe App is the only app only (APOS) card reader in the UK market to date. They also give you the ability to make your business entirely paperless.
SimplyPayMe App incorporates invoicing and accounting systems, meaning you can email your quotes and invoices to customers, as well as take card payments instantly.
Get started today!
Getting started on going paperless is simple—you just need to pick something and go with it.
Using the SimplyPayMe is a great place to start! You’ll stop generating paper quotes and invoices, and it’s easy to keep track of many of the important documents for your business.
The app is free! Why not try it out today? Just install it for IPHONE/IPAD or ANDROID. Innovations, like mobile card readers and card payment apps, are designed to make life easier. By taking your business paperless and using the smartphone you already have, you can be more efficient and cost-effective.
And if you want to learn more about going paperless, check out JAMIE RUBIN’S WEBSITE. He has some great tips to share!