# Paperwork: Financial Wellness > Financial wellness app for organizing finances, planning, and securing information. (iPhone/iPad app by Ovation Ventures Inc.) - Source: https://appshunter.io/ios/app/paperwork-financial-wellness/id1500651641 (this page in markdown: same URL + `.md`) - Developer: [Ovation Ventures Inc](https://appshunter.io/developer/1500651640) - Category: Finance, Productivity - Price: Free - Rating: 4.35/5 from 26 App Store ratings · 18 written reviews indexed - Age rating: 4+ - Requires: iOS 14.1 · 200 MB - Languages: English - Released: 2020-12-21 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/paperwork-financial-wellness/id1500651641/reviews.md ## What is Paperwork? Take control of your financial life. Paperwork helps you make smart choices, plan for the future, and protect your family. Your path to financial wellbeing Our bite-sized modules help you get organized one step at a time, so you can get an overview of your finances and focus on what matters most. Get started for free with Paperwork Essentials. · Get Personalized Insights — We’ll make helpful suggestions based on your financial data to help you keep more of your hard-earned money. · Track Your Financial Health — Your Financial Health Score lets you see where you stand — and discover areas of improvement. · Get Organized — Store all your important information in one place so that it’s easily accessible whenever you need it. · Be Prepared — Get the peace of mind of knowing your loved ones have access to all your information in case something happens to you. ——————— We’re Committed to Security and Privacy We understand that being the custodian of your paperwork is a privilege — and with that privilege comes the responsibility of keeping your information safe. That’s why we’ve made your security, privacy, and data protection our number-one priority. Your data is accessed and stored with the same trusted environments that banks and government agencies use. And, Paperwork does not sell your data. ——————— Try It For Free Get your most important information organized with Paperwork Essentials. It’s free! Our Paperwork Plus membership gives you unlimited access and will help you get the big picture of your finances, along with personalized recommendations on insurance, estate planning, retirement, and more. ## Key features - Personalized financial insights - Financial health tracking - Organize important documents - Secure information storage - Future financial planning tools - Peace of mind for loved ones ## Recent user reviews (10 of 18) All indexed reviews: https://appshunter.io/ios/app/paperwork-financial-wellness/id1500651641/reviews.md ### 1/5 — No Longer Works *2022-01-29, version 1.0.11.119* 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. ### 2/5 — Photo Album *2021-10-11, version 1.0.10.115* 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. ### 5/5 — Super convenient and easy *2021-07-21, version 1.0.9.107* 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. ### 2/5 — Can’t link any accounts *2021-06-28, version 1.0.8.102* 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. ### 2/5 — Needs upfront pricing *2021-06-03, version 1.0.8.102* 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. ### 5/5 — Great way to manage your financial life *2021-05-01, version 1.0.7.96* Paperwork is a beautifully designed app that makes it easy to assemble the pieces of your financial life. You can easily upload your documents, take a photo of them or email a document. Paperwork then helps you organize your documents, so you can find them when needed. No wasted time searching for documents. Paperwork also provides valuable insights that help you fill in the gaps & save money. Excited to see what new features will be introduced in the future. I highly recommend Paperwork if you are looking to understand the pieces of your financial life and to make sure nothing falls through the cracks. ### 5/5 — Love it! *2021-03-30, version 1.0.7.96* I find this app so easy to use, it makes organizing my documents a breeze! It’s also really easy to share my documents with my family. I love that they make suggestions on what documents I should have. Highly recommend! ### 2/5 — Too expensive *2021-02-18, version 1.0.5.94* Even though the app has a great idea of tracking your info. Once you have it, it’ll be like records keeping and that’s it. The price for records keeping is WAY TOO EXPENSIVE. Thanks but no thanks ! ### 5/5 — Great idea *2021-02-11, version 1.0.4.87* Love this app. Very easy to use and needed to get my stuff organized ### 5/5 — What an incredible app! *2021-02-10, version 1.0.4.87* With an intuitive and gorgeous UI, this is the best way to manage my personal documents. No more anxiety or confusion regarding my most important documents. Do yourself a favor and organize your life with Paperwork! You will not regret it. I ❤️ Paperwork! ## Frequently asked questions about Paperwork ### 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. ## Version history (last 1 release) ### 1.0.31.175 — 2022-10-31 Stability improvements ## Apps similar to Paperwork | App | Rating | Price | Category | | --- | --- | --- | --- | | [Maxwell Point-of-Sale](https://appshunter.io/ios/app/maxwell-point-of-sale/id1622058880) | — | Free | Finance | | [LlenaTuPlanilla.com](https://appshunter.io/ios/app/llenatuplanillacom/id1605417660) | — | Free | Finance | | [SEAT Financial Vault](https://appshunter.io/ios/app/seat-financial-vault/id1606211000) | — | Free | Finance | | [Kopter-Profi Versicherung](https://appshunter.io/ios/app/kopter-profi-versicherung/id1588241860) | — | Free | Finance | | [CanainfoConnect](https://appshunter.io/ios/app/canainfoconnect/id6443814500) | — | Free | Finance | | [My Crypto List](https://appshunter.io/ios/app/my-crypto-list/id1580110580) | 5.0 (2) | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*