free personal document management software for mac

SharePoint offers a flexible and scalable platform to organize and manage your documents and to collaborate on creation and editing. It is especially convenient for businesses that already use other Microsoft products, such as Office 365.

It allows you to create custom metadata fields across all files stored in the system, making it easy to tailor the way you organize your documents to your business's needs. Its comprehensive slate of features includes the ability to establish content hubs or organize archives by teams. There is no monthly fee, and the annual management fee is tiered based on the investment amount.Microsoft SharePoint is a leader in the document management and collaboration space, and for good reason. Even if you’re not quite ready to take advantage of the financial advisor, you can use Personal Capital to track your finances and investments in one place. Use the software to tell whether you’re on track with your retirement and other investment goals. While you’re charged a fee for this service, financial advisors are obligated to provide you with advice that works in your best interest. If you have a portfolio of more than $100,000, you can get personalized financial advice based on your goals. If you have multiple accounts-as most of us do these days-using Personal Capital can save you from having to switch between multiple screens to understand where you stand. You can include your bank accounts, mortgage, and other credit accounts, plus your investment accounts, to have your complete financial picture right in front of you. Personal Capital allows you to manage all your financial accounts in a single platform. While you can use TurboTax on the web, you can also download the software to your device for added security. Paid versions of TurboTax include a feature to help you uncover deductions you may not have known were available to you. On the higher end, TurboTax Live connects you with a tax expert to give you personalized advice and answer questions about your tax return. The most basic version lets you file your federal and state return for free if all you use is form 1040 with no attached schedules. If you’ve used TurboTax in previous years, the software will remember your personal information and ask whether there have been any major changes. Entering your tax information is fairly simple-you can import your W-2 information from your employer or take a picture of it and the software will transfer the information into the form. While it’s one of the pricier tax preparation tools, it’s also consumer-friendly, walking you through your tax preparation to help you accurately file your tax return.

You may not necessarily need TurboTax to manage your finances throughout the entire year, but when it’s tax time, the software can come in handy.

Free personal document management software for mac