File Management

File Management

Mail, tax documents, legal information, and other important files can quickly pile up - with more and more being delivered or downloaded every day. It’s tempting to stack it on the living room table or kitchen counter with high hopes to sort it tomorrow. However, by putting file management off, you risk wasted time, unmanageable clutter, and frustration in the future.

Simple And Secure File Management Help for your Personal or Professional Information

Help Unlimited specializes in helping busy professionals, independent senior citizens, and families who need extra assistance. Our file managers are experts in organization, data storage, and accessible information that’s easy to navigate and logically categorized. Efficiently filed information works to your benefit when:

  • You need essential information about income or taxes
  • You’re switching doctors and need fast access to your medical records
  • It’s time to find a birth certificate, social security card, or other legal form of identification
  • You are procrastinating on filing a pile of old documents

Life moves quickly and oftentimes we don’t know what’s right around the corner. By having an established, smart filing manager, you save time and stress down the road.

Say Hello to Knowing Where Your Essential Information Is

Some of our file management tasks include sorting documents, compiling emergency information, and developing filing systems for compliance or other business purposes. We value confidentiality and privacy which is why we offer only the most secure file management services.

Hire Complete and Efficient File Managers

Your filing cabinet is overflowing and in complete disarray. Those piles of mail are getting pretty high. You don’t have a system for organizing things like receipts, invoices, or contracts. And most importantly, you know it’s going to take hours, days, or even weeks to get everything in order.

Help Unlimited’s experienced file managers help develop a filing system that works for you and keeps you organized. Do you itemize receipts each tax season? Are you constantly signing, writing, or reading contracts? Do you need to hang on to sensitive files for a certain number of years? Or do you just need some more order in your life?

Our file managers are meticulous, detailed, and look forward to a new challenge. If you need help with:

  • Document retention
  • Document storage
  • Filing system design
  • Organization
  • Downsizing stacks of paperwork or records

… then it’s time to contact the professional file managers at Help Unlimited.

Our file management experts can organize, ensure you’re compliant, or develop a new filing system from scratch to fit your needs as an individual, family, or business.

file management services

Testimonials

I call Amanda my ‘person who gets things done’. When I first met her, my husband had just passed away and I couldn’t face all the bills and forms that started to pile up on my desk. We tackled the paperwork together. She helped me prioritize tasks and get everything tidy and properly managed. Now we have out twice-a-month routine. I set everything aside for her and we take care of things when she comes. It’s such a relief to know I have her in my corner!”

Dorothy V.  |  View More Testimonials »

Talk to One of Our Money Managers to Learn More!

Other Services We Offer

file-management

File Management

insurance-claims-management

Insurance Claims Management

medical-paperwork

Medical Paperwork Assistance

mail-management

Mail Management

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Banking Services

professional-services

Professional Services Coordination

tax-organization

Tax Organization

expense-budget-tracking

Expense & Budget Tracking