I used NEAT Receipts Version 2.8 for this review, and Version 3.0 is now available with 2007 tax codes which do not appear to be available for version 2.8. If you want the latest tax codes to prepare income taxes with NEAT Receipts data, you need to buy or upgrade to version 3.0, which includes many new features and improvements including:
- Scan and automatically organize multiple documents at the same time.
- Scan to PDF and select and copy editable text from a PDF.
- Smart Sorting and Key Word Search
- New tax summary reports.
- Improved memory management, application performance, OCR and parsing accuracy.
- Convert to editable text
The NEAT Receipts 3.0 upgrade runs $49.95 (software only).
I found that NEAT Receipts technical support answers questions quickly and thoroughly in the online support forums, and the tech support chat is a great real-time source for help.
NEAT Receipts retails for $150 ($180 for Mac) for the lightweight scanner, software that meaningfully organizes financial transaction data, and accessories.
NEAT Receipts simplifies data entry and is perfect for business travelers and self-employed individuals who needs receipts and expense data for tax reporting. NEAT Receipts is useful for the home user insurance policies, bank statements, bills and even recipes in addition to receipts.
The only downside I found was how NEAT Receipts exports split transactions and how Quicken users have to deal with more steps to import data into the appropriate account.
Overall, NEAT Receipts saves a lot of time and is convenient to use, and I recommend it.
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