Wouldn’t it be nice to have a virtual notebook that could be accessed anywhere, anytime within multiple devices(PC, Mac, Phone)? Imagine being able to track time spent on a project, sync up all information gathered and search for whatever data you needed anywhere, anytime.

Although there are many answers as to how this can be done, Evernote is one solution that has gained our attention here at CPA Site Solutions. Not only does it work from any computer but also an iPhone, Blackberry, Palm Pre, or Windows Mobile.

Firefox users have a plugin that allows it to work seamlessly with the browser. In order to have full functionality and be able to access the notes from anywhere you will need to register. All that is needed is an email address,user name, and password.

Once that is done, get a quick idea on how to use Evernote by watching some of their video tutorials. Evernote has all the details needed on how to use it. Instead of duplicating that here lets take a look at some of the best uses for any accountant.

Time Tracking

• Write down how many hours are spent with any particular project. If you’re out of your office and suddenly have inspiration, you can take out your iPhone and track that time spent.
• Keep a line containing a date, description of what you have done, and amount of time spent upon it.

Bring Material from Multiple Sources Together

• If you’re researching a particular issue you can bring snippets from multiple sources (PC,Mac, Internet, Mobile Phone) all together easily. The information can be synced up so you’re not grabbing notes from multiple places and trying to patch them together, this is done for you.
• Take a photo, scan a document, type a note, write on a tablet, you name it, all of these can be brought together into one area for use anywhere, anytime.

Sharing Notes with Others for Full Collaboration

• If you decide to opt for the premium edition then not only can others read what you have but also edit. This makes for a great multi-platform way to collaborate.

All the Content is Search-able

• Everything you add is search-able if you have added text a quick and easy thing to do. This can save you loads of time if you’re looking for a bit of information for your client.

Time is valuable and Evernote makes it that much easier to virtually leverage what is available. Think of it as that notebook in your back pocket that collects all kinds of details that can be retrieved anytime, anywhere with a few quick searches.

Evernote is a great way for any accountant to save time and it is free. Give it a try and let us know what you think. Send us a comment on what you like to use to keep track of research notes and random snippets of information.

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