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Old 11-23-2012, 12:06 PM
 
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I want to digitize all of my files and get rid of the actual hard copy pieces of paper. Any guidance would be much appreciated on what exactly I need to keep and what can be shredded after it is scanned.

Thank you for your time.
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Old 11-23-2012, 12:13 PM
 
Location: The Triad (NC)
33,023 posts, read 77,541,410 times
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Quote:
Originally Posted by CSD610 View Post
I want to digitize all of my files... <-- OK
and get rid of the actual hard copy pieces of paper. <-- To what end?

Any guidance would be much appreciated...
How thick a stack of papers do you accumulate for each year?
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Old 11-24-2012, 10:09 AM
 
Location: Las Flores, Orange County, CA
26,342 posts, read 90,490,888 times
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Quote:
Originally Posted by CSD610 View Post
I want to digitize all of my files and get rid of the actual hard copy pieces of paper. Any guidance would be much appreciated on what exactly I need to keep and what can be shredded after it is scanned.

Thank you for your time.
I digitize everything I can't replace OR is of such an odd size or it is too crumpled/torn it won't fit in a scanner. We have those nice autofeed scanners at work that will scan hundreds of pages of two sided documents to PDF. I scan insurance documents, real estate docs (even legal size), kids report cards, employment documentation, medical documentation. I use Turbo Tax so all my tax docs are saved to PDF anyway.

Most of the hardcopy I have in my file cabinet now are just stuff I have been too lazy to scan.

I have a fire proof box which I keep really important photos and other stuff like backup computer stuff.
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Old 11-24-2012, 11:29 AM
 
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Scan then put in Google drive.

If sensitive and worried about your gmail account getting compromised someday can zip with password, then upload.
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Old 11-24-2012, 02:35 PM
 
Location: Away
208 posts, read 798,601 times
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Quote:
Originally Posted by CSD610 View Post
I want to digitize all of my files and get rid of the actual hard copy pieces of paper. Any guidance would be much appreciated on what exactly I need to keep and what can be shredded after it is scanned.

Thank you for your time.
I use the neat scanner and software (The Neat Company | Digital Filing System, NeatDesk Scanner, NeatReceipts Scanner, NeatCloud), the initial cost is high, but it has allowed me to completely eliminate the need for a physical copy of anything. I use it to keep tax information, receipts, and documents. I suggest you read reviews about the scanner, don't just take my word for it, but I do recommend it.
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Old 11-24-2012, 04:32 PM
 
Location: southwestern PA
20,416 posts, read 43,937,222 times
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Quote:
Originally Posted by CSD610 View Post
I want to digitize all of my files and get rid of the actual hard copy pieces of paper. Any guidance would be much appreciated on what exactly I need to keep and what can be shredded after it is scanned.
You need to keep any documentation to backup any claims made on your tax form.
What that documentation is varies for everyone.

Our documentation fills a 3" binder.
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