Filing Software

by Hettie Woehler
(last updated March 16, 2017)

Do you happen to have a growing business that needs some extensive help with the filing? Perhaps you have a hobby that has grown beyond your expectation and needs a little bit of help in getting organized once again. No matter what your need or purpose, choosing the right kind of filing software can help you out immensely. However, before you go out and purchase the first kind of software that you come across, there are a few things that you should keep in mind.

  • What do you expect of filing software? Most people, when they first hear the term "filing software" tend to think of something that is used by a large library, or perhaps one of those large online legal services. While it is true that each of these are in fact a type of filing software, there are more than just these available. Keep in mind that your business will actually dictate the kind of software that you end up choosing. In addition, be aware that while filing software can be a powerful tool, it is still just that—a tool. It cannot do all of the work on its own, and will require that you do a bit of work and maintenance to keep it going.
  • It should be visual and easy to use. User-friendly programs can typically ensure more accurate results when filling in the data quickly. The software should also have a somewhat intuitive feel too it so that it doesn't require a lot of extensive training to use even minimally.
  • The software that you choose should also be compatible with the program your bookkeeper uses. It is possible to send and receive files electronically to and from the book keeper. Investing in compatible, or the same, financial software as the book keeper, can save time and money as there is no need to re-enter the data into his software program. The data can be presented on CD, or file transfer if you are on the same network system. A memory stick is not safe enough as it can become damaged more easily than a CD during transport.
  • Ideally, filing software should also be versatile. This means that it should be able to handle things like invoices, statements, receipts, and delivery slips. Information from paper should either be typed or scanned into the system, ideally the software should be able to do both. Keep in mind though that often the accuracy of the scanned information will depend on the quality of the physical document.

As you can see, there are quite a few things to think about when considering which kind of filing software to use. However, remember that these are only guidelines, and that there is only one real rule that you need to really remember. That rule is: "If it works, use it." A system that has a proven record of working is exactly the one that you want, and the one that will be the most beneficial to you in the long run.

Author Bio

Hettie Woehler

Hettie lives in Mokopane, South Africa. She writes articles for a country-wide monthly newspaper, The Vessel. She self-published a devotional book in 1993 and writes a regular column, Hettie's Chatterbox, for the S.A. Neuromuscular Foundation. ...


Image Storage

Gone are the days of magnetic films which needed to be developed and often we had to pay for boo-boos and mistakes too! ...

Discover More

Personal Organizer

Without your personal organizer you are guessing in the dark when an immediate answer whether or not you will be able to ...

Discover More

Filing Solutions

Learning how to properly file things can arguably be said to be one of the more important skills to learn through out ...

Discover More

Find the Right Tool Right Away Finally, a homeowner's set that includes all the tools needed to complete basic DIY projects at an affordable price! The tools are stored in a molded case for security and portability. Check out Stanley 65-Piece Homeowner's Tool Kit today!

More Organizing Tips

Filing Systems

Although records come in all formats, general filing rules will apply to each of them. It is important to decide on which ...

Discover More

Organizing Paper Files

Just about every piece of information that we need most in our lives is often contained on paper somewhere. Instead of ...

Discover More

Organizing Sheet Music

Musical talent is a great gift to possess. Having easy organized access to your sheet music will provide you with endless ...

Discover More

FREE SERVICE: Receive an e-mail several times each week with a featured organizational tip. Enter your address and click "Subscribe."


If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is 8 + 3?

There are currently no comments for this tip. (Be the first to leave your comment—just use the simple form above!)


FREE SERVICE: Receive an e-mail several times each week with a featured organizational tip. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)