General Office Productivity Tools - Note-taking Software 


    Ideally, all notes relating to clients will be recorded within the CRM software, but many employees within a firm are constantly taking notes that are not client related. For those employees, note taking software may be appropriate to create, file and retrieve notes. Examples of note taking software include OneNote (http://office.microsoft.com/en-us/onenote/) and Evernote (http://www.evernote.com/).



    A A A


     
    Copyright © 2006-2014 American Institute of CPAs.