Neat Reviews in January 2025: User Ratings, Pros & Cons

Like Neat but needs some extra work!

I tried to post suggestions and ideas with in neat program but it wants to change my password before proceeding! I have used neat for several decades and love the simplicity of scanning my receipts to set up for reports during tax season. I have some issues with your recent upgrades. Your orange colored platform was fabulous. It was a one click type deal and you could scan your receipts, edit and send to your folders. Now with this blue utility thing we have to click on the icon, scan doc, ...

Very good training today .

Very good training today .

Steven was outstanding and answer all…

Steven was outstanding and answer all my questions.

Well to start,I was the only one who…

Well to start,I was the only one who showed up to the 1on 1 appt. After 3 hrs -I finally met w/Stephen who was able to get it all flowing after many trial & errors .. it took a while on my part downloading & restarting but, in the end I can say the program has improved tremendously! I can’t wait to get the hang of it so that it is effortless. Still have a few more things to figure out ! Here’s to 2021!

Tech support was great

Tech support was great! He was patient with me and helped me get all my documents in order. It took about two days and a lot of patience. But he was able to get everything in order while supporting me through the unknown of would I find my documents or would documents be even salvagable? After a hard drive crash, I was betting on the worst. I still had some of the old software with documents that had never transferred over to the cloud so need help retrieving them. All in all, service took ...

Steven was first to diagnose the…

Steven was first to diagnose the issues. After that, through no fault of his, we could not establish a stable connection. Recontacted and wound up with Angelina. Superb service, knowledge etc delivered with a great deal of charm.

Thanks

Awesome job Mey Ann for your help. Setting up my nestscan desktop!

Liza was very helpful with helping me…

Liza was very helpful with helping me install my Software for the Neat Scanner and then showing me how to Scan and save my items.

Cloud issue

Very good. Tech was patience and caring about my issues. He was very good and a credit to the neat program.

Help!

I contacted Neat Desk because I was confused about scanning and transfer to a particular file. Stephen was able to explain everything to me in plain language. I''m 81 and a little challenged with technical things. He was patient and understanding.He is an asset to your company