WhyUpgrade3.0

 

 

 

 

There's never been a better time to upgrade to Version 3.0! Our newest release, Version 3 Service Pack 1, is now the ultimate tool to help you manage your business and personal finances, both at tax time and throughout the year.

  

2007 Tax Update

  • NEAT Receipts software now supports IRS forms for the 2007 tax year including 1040, Schedules A, B, C, D, E and F, as well as forms 2106, 2441, 3903, 8829, 8839 and 8863.
  • Scan and organize your receipts according to IRS tax categories.  Popular categories include Charitable Donations, Medical Expenses, and Business Use of the Home. 
  • When preparing taxes, simply run a report that totals your spending in each category and provides both the line number on the form and the amount to fill in.

Enhanced Quicken® Export and Integration

  • Export receipt data into your existing Quicken checking, savings or credit card accounts.
  • Track sales tax as a split for easier tax deductions.
  • Take full advantage of Quicken’s own tools to avoid duplicate transactions

Enhanced QuickBooks® Export and Integration

  • Simplified interface – no more confusing credit and debit accounts.
  • Works with the parts of QuickBooks you already know – data goes right into the check and credit card registers.
  • Maintains a history of exported transactions in NEAT Receipts to avoid double entry.

Improved OCR Accuracy and Data Parsing

  • Recognition of vendor, date, payment type, expense category and total amount is now better than ever

Other NEAT Features in the 3.0 Platform:

Smart Sorting

  • Scan and process multiple documents and automatically organize them all at once

Enhanced PDF Functionality

  • Convert documents into PDF format with the press of a button
  • Select and copy editable text from a PDF

Keyword Search

  • Search through receipts, business cards, and documents for specific keywords
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Not ready to upgrade? We are now offering a FREE update, NEAT Receipts Version 2.8.1, the recommended version for all Windows Vista users.

Please note: There are new system requirements for NEAT Receipts Version 2.8 and 3.0.  Click here to see the requirements prior to upgrading. Customers running NEAT Receipts Classic and Enterprise Versions, please click here for further information at the bottom of the page.

Need more information?
Compare versions or read our
version 3.0 FAQs

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** The upgrade to Version 3.0 is compatible with NeatReceipts Professional (Version 2.1 and higher) ONLY. If you are on an earlier version or are currently running NeatReceipts Enterprise, please contact Jenn at jchoi@neatreceipts.com.

System Requirements

  • Pentium IV 1.3 GHz or later
  • Microsoft® Windows® XP or Vista® (64-bit is not currently supported)
  • 1 GB RAM (2 GB highly recommended)
  • 1 GB hard disk space to install (database can scale up to 40 GB or approximately 1.5 million receipts)
  • CD-ROM drive
  • Available USB port
  • A broadband Internet connection is suggested for updates