THIS POST COURTESY OF Richard Oppenheim, CPA.CITP of the Oppenheim Group.
I cannot remember everything that needs follow-up. Consequently I am a note writer – from scrap paper to sticky notes to blank Word documents. Of course, I do have to remember where that note is hiding. Writing notes on my laptop or a web application or on the iPhone is OK, but there are too many places to look for any one note. Evernote is a multi-platform application that enables me to write notes once and then view them on any of my devices.
Evernote is a three-headed program that includes a web app, iPhone app, and computer app. Categories can be added to each note. Therefore I can search for notes by person or topic. Evernote synchs whatever I write in one location with every other location. Synching is quick and done automatically when you are in range of internet access. It is clear that I am going to have to explore some new uses for my stash of scrap paper.
RO