Blog

Guides on email filing, compliance, and cloud storage.

Automation

Stop forwarding invoices by hand

Keyword filters catch the wrong documents by design. Here's why reading the whole attachment, against every rule at once, is the only approach that actually works.

6 min read Compliance

GDPR and email attachments: what you actually need to keep

GDPR minimisation and years-long tax retention aren't the same rule. What that actually means for the invoices sitting in your inbox.

7 min read Organization

One cloud or many? A practical guide to filing across Drive, OneDrive, and Dropbox

A client's SharePoint, your accountant's Dropbox, and your own Drive. When splitting storage across clouds actually makes sense, and how to automate it.

6 min read