How I Use Evernote as my Digital Library

CPAs gain huge benefits from Evernote

I wrote my first Evernote post about two years ago, and I am–more than ever–a believer in this product. I said, at that time, that Evernote is a game changer. It was and still is.

I can’t tell you how many times I’ve received a phone call with a technical question, queried my Evernote account, and provided an answer in just a minute or two. It makes me look far smarter than I am.

Evernote for CPAs

Why I Use Evernote

If you are not using this product (or one like it, such as OneNote), I strongly recommend you do. Why?

  • 24/7 access to my information from any place
  • Searchable notes
  • Folders for filing and organizing my library
  • Multiple tags can be attached to any note (making it easier to find the information)
  • Easy-to-use Evernote interface (making use of the product intuitive)
  • Storage of a variety of documents (e.g., Excel, Word, PDF, plain text, JPEGs, pictures taken with my camera)
  • The ability to share any document via email and Evernote’s chat feature
  • The ability to share folders with anyone (those persons can see anything I place in the folder)
  • The ability to create and store voice messages from within Evernote
  • The ability to store my accounting and auditing research (so I can retrieve it at any time)
  • The ability to access my Evernote account using my iPhone, iPad, and laptop
  • The ability to store a variety of documents in one note (so, if I like, I can place a PDF and an Excel document on the same note and then make text comments above those two documents)
  • Provides a convenient place for storage of expense report support (I take pictures of my receipts using my iPhone)

Notebooks and Tags

As you can see above, I now have 3,400 notes–and my digital library continues to grow daily. Those notes are stored in electronic folders (called notebooks in Evernote); some of my notebook names include:

  • Auditing
  • Accounting
  • Blog
  • Speaking Engagements
  • Expense Report
  • Quality Control

The notes placed in these folders are tagged. For example, I might have a note about internal control weaknesses that I put in my Auditing folder; I can create a tag such as “Material Weakness.” If I have 200 notes in the Auditing notebook, I can locate this particular note by typing–in Evernote’s search box–“Tag: Material Weakness”; this will cause all notes tagged with “Material Weakness” to appear (regardless of the notebook they are in).

Free or Premium Version

I use the premium version which costs $50 per year, but Evernote offers a free option. Sign up here. (I receive no compensation from Evernote.)

Prior Evernote Posts

To see my previous Evernote posts, click below:

Recommended Evernote Book

To take a deeper dive, buy Brett Kelly’s book Evernote Essentials for $29. Click here. (Again, I receive no compensation for this recommendation. This is the best Evernote guide I have found.)

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4 thoughts on “How I Use Evernote as my Digital Library

  1. Charles…thanks for sharing your thoughts on Evernote. I have looked at, but my main concern is the info we save on Evernote, secure. Do they encrypt their data and secure it? Have not been able to determine this.
    Thanks!

    • Vic, very good question. I have never gotten completely comfortable with Evernote’s security, so I don’t put any client information in my cloud account. Evernote does allow you to create folders that are just saved on your computer (and not in the cloud), so this would be one option to make your information more secure.

  2. Read your posts on Evernote, and I’m sold. After a few weeks it’s part of my work flow and am building a nice little research database. Thanks for the posts.