The separate notes can, for example, be a text file, an Excel file, and a voice message.Īll three notes can be added to a notebook titled Comprehensive Income.Īnother way to organize your information is to tag each note. Next, I might add a note about other comprehensive income and another about reclassifications from other comprehensive income. Then I can attach related files (e.g., PDFs) to the note. Think of a notebook as a three-ring binder.įor example, if I want to create a note about comprehensive income, I can do so. Once you create your notes, organize them in notebooks. You can also attach other files to the note (e.g., an Excel spreadsheet or a picture taken with your cell phone or a voice message recorded with your cell phone or a note you’ve jotted down). Think of a note as a blank piece of paper on which you can type. The primary element of Evernote is a note. The skeletal framework for Evernote has three elements: Notes, notebooks, and tags.ġ. So, what are the main components of an Evernote storage system? The Skeletal Framework: Notes, Notebooks, and Tags Forward any email to your Evernote account using your private Evernote email address.Add selected web information to Evernote using an Evernote clipper.Encrypt selected text within an Evernote note (password protected) the encrypted information can’t be viewed without the password.

Use your smartphone to take a picture of meeting notes on a whiteboard (remember manually written words are searchable).Capture meeting conversations with your smartphone and save them to Evernote.Share individual files or notebooks (a compilation of files) with others.Create a personal digital library (e.g., use an Evernote notebook to store research information, Journal of Accountancy articles, CPE material, videos of class instruction).Here are examples of what you can do with Evernote: What can CPAs do with this app? Things CPAs Can Do with Evernote Once information is placed in Evernote, it is searchable in a Google-like fashion.

In this article I tell you what Evernote is, how you can use it, how to feed information into it, and how to search it using Evernote operators.Įvernote is a cloud-based storage system that allows you to capture and file voice recordings, documents (including Word, Excel, PDFs), pictures, and videos. I’ve used this tool for about twenty years and it is one of my favorites software packages.

There is no Evernote just for CPAs even so, it’s a game-changer for beancounters. 0 Evernote for CPAs: Developing a Super Power

How to use evernote folders