What if tax season was...easy? Make it so with Evernote.
March 10 2025 | Issue 34 | Link to this issue | Subscribe
Hi Reader –
If tax season feels like a last-minute fire drill, you’re not alone. But, it doesn’t have to be this way.
My tax season survival strategy is rooted in Evernote. No stress, no scrambling, no lost receipts.
In the US, business taxes are due around March 17, and personal taxes follow on April 15. No matter where you live, tax time comes for all of us. It can be overwhelming — — unless you have a system that keeps everything organized year-round.
And this is exactly what I’ll be covering over the next few weeks.
In this series, I’m breaking down how I use Evernote to manage receipts, track expenses, and keep tax season trauma-free. But this isn’t just about one tool — it’s about building a system that keeps me in control of my finances, both business and personal.
For years, tax season stressed me out. I chased down receipts, worried about missed deductions, and felt behind on paperwork. I knew I needed a better way — a system that made financial organization simple and sustainable.
Now, tax season doesn’t derail my focus. With Evernote as my hub, everything I need — receipts, invoices, tax forms, even bill payment reminders — is stored, searchable, and right where I need it, when I need it.
Here’s why Evernote is at the center of my system.
Why Evernote? Because I Needed to Get My Act Together.
When I first became self-employed, I had no system for tracking finances. Receipts were crumpled in my purse, invoices were buried in email threads, and every tax season felt like a last-minute scramble.
Evernote changed that.
Now, I don’t waste time looking for documents. I don’t lose receipts. I don’t panic when my accountant asks for something from last year, or 6 years ago. My financial dashboard is Evernote, and it makes tax season trauma-free.
Evernote helps me:
Store all tax-related documents digitally — no more paper clutter.
Collect receipts year-round in Evernote — creating perfect, defendable expense records in case of an audit.
Centralize invoices, tax forms, and payments — everything in one location.
Find any document instantly — no more digging through files.
Stay on top of bill payments — so nothing gets forgotten.
This isn’t about making tax season “easy.” We still have to do the work. But with Evernote, it’s manageable instead of overwhelming – because I have a system, and it’s centralized in Evernote.
The #1 Question I Get: “Is Evernote Safe for Financial Documents?”
“Can I trust Evernote to store my tax documents?”
The answer depends on your comfort level with Evernote.
Some people trust Evernote with everything, while others only store certain financial records. I trust Evernote, but I also understand – and accept – the risks of cloud computing.
The key is knowing where your personal security line is and setting up your system accordingly. Some people trust Evernote with everything, while others only store certain financial records. There’s no right or wrong answer. Even if you only use Evernote for part of your system, it still adds value — helping you stay organized, defendable in an audit, and in control of your financial life. I personally trust Evernote completely and am comfortable storing nearly anything in it.
And don’t forget, the reality is that every tool — digital or not — comes with a level of risk. Even choosing a paper-based system isn’t foolproof. Just think of the people who lost everything in the LA fires — if all your records are physical, they’re gone. The key is deciding where your personal security line is and setting up a system that works for you.
If you’re unsure, I cover this inside topic in detail inside the Academy, where we break down:
Evernote’s security policies
All the security and encryption features Evernote offers (with on demand tutorials)
Best practices for keeping your data secure
What I personally store in Evernote (and what I don’t)
Evernote’s owners and the role they play in your trust of Evernote
🧠 Academy Members: Review the “Is Evernote Safe?” lesson in the Foundations & Training Tips Course for step-by-step support in developing clarity on what you are comfortable saving – and not saving – in Evernote.
Want to explore further?
If you’re looking for a system to take the stress out of tax season, Evernote’s a valuable tool. I will be sharing exactly how I use it to manage trauma-free taxes every year throughout this series.
➡️ Inside the Academy, managing financial workflows is a big topic of discussion and training resources. And, it includes how I personally manage my receipt tracking, bill payments, and tax prep in Evernote. Join the Academy today to gain access and transform your tax prep process…forever!
Tax season is here — but it doesn’t have to be stressful. You just need the right system.
Here’s to creating a more manageable tax season –
Stacey
PS: Next up in this newsletter series – Part 2: How I’ve structured my Evernote setup to make tax time simple. See you next week…
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