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.
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.
Great way to manage your financial life
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.
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Love it!
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!
Too expensive
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 !
Great idea
Love this app.
Very easy to use and needed to get my stuff organized
Very easy to use and needed to get my stuff organized
What an incredible app!
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!
I ❤️ Paperwork!
Just what I needed!
Wow, I’ve been waiting all my life for this!! I have so many random papers in various drawers, and an excel spreadsheet and Google sheet (gasp!!) with account numbers and passwords, and online banking and all the different investment accounts with different phone numbers and my will and trust in a binder and...!! What a mess! This app changed my life - everything in ONE place, most importantly PROTECTED, and great advice for how to organize my life. I can’t believe it took so long to create this! Thank you to the developers!!
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Life changing
This app has done the impossible, made me organized :) It forced me to gather all my important documents and upload them into one secure place. They’re accessible in case of emergency and I’ve organized work files so that they’re always with me and easy to find.
I’m using it to upload tax documents for easy access when I do my return and I’m going to tell my teenage kids to get it to keep track of car registrations, health insurance information, passports and the other things they can never seem to keep track of.
Thank you for making such an intuitive and secure app that makes organization easy- even for people who aren’t organized :)
I’m using it to upload tax documents for easy access when I do my return and I’m going to tell my teenage kids to get it to keep track of car registrations, health insurance information, passports and the other things they can never seem to keep track of.
Thank you for making such an intuitive and secure app that makes organization easy- even for people who aren’t organized :)
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Love this app!
For obvious reasons, the last year has made me hyperfocused on "what if something were to happen to me?" My important docs--banks accounts, trusts, online accounts--were in 10 diffferent places and/or incomplete. I created a cloud storage account but manually managing everything was a bit of a mess, and my family wasn't using it.
I love the intuitive user interface. It's simple and to the point.
Awesome!
I love the intuitive user interface. It's simple and to the point.
Awesome!
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Fabulous app!
Great app!
The people who put this app together must have been reading my mind:) Thanks to Covid-19, my husband and I have been feeling a bit on edge lately. We’ve been stressed that we didn’t have our insurance and estate planning docs properly organized. We started using this app to get everything together and already I can feel the stress lifting off my shoulders. We’ve also designated our oldest daughter and our family friend to get access if something happens to us so I know my family will be able to find everything they need to. On the lighter side, it’s really convenient to be able to locate things like my health insurance and AAA card in one click. I also just noticed today there is lost wallet protection, so if I lose my actual wallet with my credit cards, drivers licence etc they will help me replace everything. Definitely lots of features which I still need to look at, but so far highly recommended!
The people who put this app together must have been reading my mind:) Thanks to Covid-19, my husband and I have been feeling a bit on edge lately. We’ve been stressed that we didn’t have our insurance and estate planning docs properly organized. We started using this app to get everything together and already I can feel the stress lifting off my shoulders. We’ve also designated our oldest daughter and our family friend to get access if something happens to us so I know my family will be able to find everything they need to. On the lighter side, it’s really convenient to be able to locate things like my health insurance and AAA card in one click. I also just noticed today there is lost wallet protection, so if I lose my actual wallet with my credit cards, drivers licence etc they will help me replace everything. Definitely lots of features which I still need to look at, but so far highly recommended!
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The solution I’ve been looking for!
I’ve had a difficult time getting myself organized and creating a plan for my family in case something happened to me. Paperwork provided me with useful resources and made the process of uploading my important docs easy! Now I don’t have worry about my family being left in the dark if something ever happens to me. Highly recommend for busy parents!
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Timely app!
My husband and I have been meaning to start organizing our important papers like wills, policies and financial accounts. We never found an easy way to get started until this app came along. We now have most of our important estate planning and legal documents uploaded and organized in the app, and it’s such a nice feeling to know exactly where they are and be able to access everything so easily! The standout feature for me was my own paperwork email, which makes it easy to send documents directly to the app. I don’t think there can be a more important app in these crazy times when life is very unpredictable.
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Never has an app like this been so important
Sadly after seeing a family friend pass during the pandemic without any affairs in order I was scared into getting mine organized! Really glad this app was created for this important task. Great UX and very intuitive to use. Really clever features ensuring peace of mind.
Super impressed.
Awesome app that finally helped me get my act together! It was super easy to organize my important documents like my will, trust, life insurance and other essential items for my family. With the app’s “emergency plan” I know if something happens to me, my wife will easily be able to find everything she needs. Very straightforward and easy to use, and I like that there are guides to help me understand what documents to add next. I think this is an essential app for anyone who wants to look after their family by getting all their financial and estate planning docs organized. There are other categories too like Taxes, Home and Assets which I’ll be trying next.!!
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