I have a mountain of paper on my dining room table — hospital bills, insurance statements (”this is not a bill...”), retirement payments, bank statements, ambulance, doctor bills, etc, etc. I was planning to put them all into electronic and searchable form so that I could stack up all the paper and put it in a box and store it in the back of a closet.
I guess I’ll have to address this the old fashioned way. Any suggestions? Looks like I need a file box and lots of folders!
First thing I would do is make sure all future billing is done electronically. Then see if you can get past month’s statements and bills sent to you electronically. Usually this just involves setting up a password account for you. 99% of what you describe is already electronically stored somewhere. Then hire a cpa to take of this backlog. It is just data entry and will not cost much. The cpa will organize this for you in a couple of weeks. One of the smartest things I ever did was to hire a cpa instead of doing this kind of stuff myself.