Paperwork: Financial Wellness

Paperwork: Financial Wellness

by Ovation Ventures Inc

26 ratings
18 reviews

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • December 21, 2020
  • October 31, 2022
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About

Organize your financial life with personalized insights and tools to plan for the future. Track your financial health, store important documents, and gain peace of mind knowing your loved ones have access to critical information.

Personalized financial insights
Financial health tracking
Organize important documents
Secure information storage
Future financial planning tools
Peace of mind for loved ones
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What's New in Paperwork

1.0.31.175

October 31, 2022

Stability improvements

User reviews

No Longer Works

Downloaded and went through setup by answering questions. Submitted answers and got error message. 3X.

My guess is it’s not been updated to integrate with latest iOS.

Photo Album

So I’ve been using a photo album for important documents. Not sure I see the benefits of this app. 1st by placing your info on here you have another possibility of a data breach. Linking bank accounts is too risky for me. Even if you have everything completed, in an emergency who can access your info for you? That would be a great benefit. If I give my trusted family member my phone code and let them know which app to open. Is there away they can open the app and obtain my information to help me get medical attention. I guess I would have to give them my log in also. Which means our photo app is quicker. I’ve taken screenshots of documents, license, driving and professional, insurance cards and bank account numbers. Just got myself and a quick reference.
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Super convenient and easy

So far I’m using the free version which lets me upload a handful of documents and I’m impressed so far. I added my driver’s license, vaccination card, auto insurance, and health insurance cards and it’s good to know they are always there in case. The most impressive part was when I needed to send the health insurance to my sister. I clicked on it and shared it straight to her via WhatsApp in seconds! V cool. I think I’m gonna to subscribe to this app to get unlimited access, makes a lot of sense to me.
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Can’t link any accounts

Every time I try to link my bank accounts, college savings account, investment accounts, etc. I get an error message. The Plaid linking service is a mess.

Needs upfront pricing

I am not willing to sign up and provide personal information if I am not going to keep the app and without knowing the pricing up front before providing my email, I’m not willing to give it a try.

FAQ

What is Paperwork's core function?

Paperwork helps users organize their financial life by providing personalized insights, tracking financial health, and storing important documents. It aims to facilitate smart financial choices and future planning.

How secure is my data with Paperwork?

Paperwork prioritizes security and privacy, using trusted environments similar to banks and government agencies for data access and storage. The app explicitly states that it does not sell user data.

What are the differences between Paperwork Essentials and Paperwork Plus?

Paperwork Essentials is free and helps organize important information. Paperwork Plus offers unlimited access, a bigger financial picture, and personalized recommendations on insurance, estate planning, and retirement.

What devices does Paperwork support?

Paperwork is available on iPhone, iPad, and iPod, indicating compatibility with Apple's iOS ecosystem.

How often is Paperwork updated?

The latest version of Paperwork is 1.0.31.175, and it was last updated on October 31, 2022. This suggests a release cadence of approximately every few months.

What is the user sentiment for Paperwork?

Paperwork has a rating of 4.3 stars from 26 ratings, indicating generally positive user sentiment.

Is Paperwork suitable for all ages?

Paperwork has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.

Can Paperwork help me with estate planning?

Yes, Paperwork Plus membership provides personalized recommendations on estate planning, along with other areas like insurance and retirement.