Every year around tax time, I always remind myself that I need to start to go paperless. So in the last year or so, I have started to make the move and Doxo has definitely played a part in that venture.
Doxo is kind of like your digital file cabinet, so to speak. It’s the place where you can keep all of your monthly bills, statements or other files that you know that you will never look at, but you should keep just in case. The big difference is that you are not taking up storage in your house or your computer to do this, it is all in the cloud.
Your File Cabinet
Picture your file cabinet at home and what it has inside. I’m going to guess that it has bills, important documents as well as other miscellaneous documents that you need. Well, this is exactly how the File Cabinet on Doxo works and then some.
You can add as many different types of accounts that you want to your File Cabinet and they can range anywhere from your banking statement, to bills that need to be paid, as well as documents that you just need to store like important receipts. It is very easy to add an account and customize it to the way that you want to by putting in your personal information for the account. Doxo provides you with a wide variety of services and businesses to add to your File Cabinet, and if they don’t have it, you can always manually add it.
For each account you can take a snapshot using your iPhone’s camera and put it in your File Cabinet. That way you don’t have to necessarily keep the paper copy; it is instead saved in the app under that account. If you just want to put important documents in your File Cabinet, all you have to do is create a folder and you can put them in there. This is great for something like if you need to keep receipts for your business or a place to have your auto insurance documents.
Paying Your Bills
We all know that there are numerous bills to pay each and every month and Doxo has provided a way to help us keep track of them and when they need to be paid. Whenever you put a document in Doxo, it will ask you what kind it is. If you select that it is a Pay Document, the app will recognize it as a bill that needs to be paid. Once you fill in the amount due as well as the due date, then it will go into your To Do list. Each month after you pay the bill you can choose to either just keep the document in the File Cabinet or “shred it” and it gets deleted.
One nice feature about Doxo is that it has started to collaborate with businesses so that it automatically recognizes your bill each month and downloads it for you, without you having to scan it in. It then adds that bill to your To Do list so that you can pay and either file away or delete it. The only downside to this feature is that Doxo has yet to connect with many of the popular businesses out there. Out of the ten or so accounts that I have, only two of them are connected to Doxo at the moment.
Using the Web Version
What makes Doxo even better is the fact that they have a web version that is very similar to the iPhone app, but it definitely enhances the experience. The one thing you will notice is the fact that you get a lot of the same functionality on the web as you do on the iPhone.
There are a couple of things that make the web version a great compliment to the iPhone application. For one, you can upload your documents to the web in a variety of formats; anything from .doc to pdf, as well as jpegs and best of all, the storage is free and unlimited — as far as I can tell. The other thing that makes the web version great is something called doxoPAY, which lets you can pay your bill straight from the website without having to leave. The only dowside is that it is only for most of the connected services that are on Doxo.
Overall, I have to say that I find Doxo a very useful application. For someone who wants start moving their documents and statements to the cloud, this is a very handy and simple way to do that. I definitely like that they have a web version of the site and that it syncs with the iPhone client. The app is very well done, it’s clean and gets the job done. My only wish is that they would start to connect with more businesses so that I can do everything through Doxo.
You can get it on the App Store for free and your account is free as well. You really have nothing to lose here so go and try it out and see for yourself.