Files & Documents
Even in this tech-heavy modern world, there is no getting around the need and ability to move quickly and seamlessly between digital and physical document signing, scanning, reading, and processing. Whether you’re an all-in member of camp “paper first” or “digital first”, we’ll find the system and balance that works for you.
This service is great if you are interested in some of the following topics:
Keep vs. Shred
Document Storage
Receipts!
Scanning
Digital Document Organization
Backing Up
All sessions include the following:
A 30-Minute virtual consultation with Angela
One 4-hour In-Person Organizing Session
A password-protected individual Client Portal, as the central hub for all communications, contracts, documents, and resources
6 months of unlimited, direct virtual support from TADS post-Session, for any questions, concerns, or relapses
Unlimited access to our password-protected Resource Library, for every tool and trick you would need to keep the momentum going
