Dropbox?
- Thread starter Advisor06
- Start date
- 11,995
Yes and I love it. It's a terrible solution for you to store your client files. You're better off storing everything on your desktop and using something like carbonite to backup everything. It's less messy and it's more stable. You can fairly easily delete an entire directory with dropbox.
- Thread starter
- #4
- 11,995
I'm paperless, but I'm mostly a Medicare/life guy. What lines do you do?
- Thread starter
- #6
I do... Life, LTC, Annuities, Disability.
I like having the paper files for something to bring on appointments but I like the easy access of all my client data is a click away.
Biggdogg
Expert
I'm primarily P&C, and am totally paperless. Anytime I have to actually use paper, gets scanned in and shredded.
Dropbox is great. It's free, it works on all devices. End of story.
- 292
I love Dropbox. It works as a constant backup, but also coordinates files between my desktop and netbook. I can also login from the internet on my Blackberry or someone else's computer and get to my files.
I originally purchased the 60 gig version when my granddaughter kicked over my desktop tower and blew it up along with all my files. Fortunately I figured out how to restore everything, then uploaded everything to Dropbox and I've been content ever since.
My only improvement would be some way to lock the files or encrypt them or password protect them.
I have all my computers encrypted just in case they're stolen, but I don't like the idea that if the computer is open that someone can get into my "Cases In Process 20xx" file and see any of my client's apps or notes.
I originally purchased the 60 gig version when my granddaughter kicked over my desktop tower and blew it up along with all my files. Fortunately I figured out how to restore everything, then uploaded everything to Dropbox and I've been content ever since.
My only improvement would be some way to lock the files or encrypt them or password protect them.
I have all my computers encrypted just in case they're stolen, but I don't like the idea that if the computer is open that someone can get into my "Cases In Process 20xx" file and see any of my client's apps or notes.
While dropbox isn't exactly a secure system to keep client files in, I understand the attraction.
Computer gets stolen? Delete the files from dropbox. Dropbox will then sync the deletion and the files will disappear. Of course, they will need an internet connection to do this. Not safe, but better than nothing.
Dan
Computer gets stolen? Delete the files from dropbox. Dropbox will then sync the deletion and the files will disappear. Of course, they will need an internet connection to do this. Not safe, but better than nothing.
Dan
