Tag Archive OneNote

ByCharles Bunn

Collaboration for Clients

Over the many years I have been running a consulting business (going on 16 years) I have found that I needed to store all kinds of data from clients including, passwords, licenses files, images, etc. Often a client would lose or forget important information, so I started saving information in a secure file in QuickBooks. Over time I have also found that clients loose statements and invoices all the time, so having a place to store such information that a client could access anytime would be a real time saver. A recent project also showed the real need for an easy to use collaboration method that would be a free or low cost for the client to use. I also needed a way for a client to mark up documents, images or whatever I shared with them to communicate changes.

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