Neat Help Center

Web App

Getting Started

See the links below for for info on how to get started with the Neat web app!

Please Note: If you run into any problems getting started with the Neat web app, click here to view our troubleshooting guide.

  • Creating a Neat Account
    Before you can login to the Neat web app, you need to create a Neat account. Click here for instructions on creating a Neat account.
    activate


  • Logging Into Neat
    When you first create your account, you’ll be giving a 30 day free trial of Neat cloud service. Learn more about the Neat cloud service plans here, then click here for instructions on logging in to your Neat cloud account.
    sign in


  • Account Management
    Once logged in to your Neat account, you can manage your account settings, including your Neat cloud and NeatVerify subscription plans, activation services and accounting connections. Click here for more on managing your Neat account.


  • Your Neat Cabinet
    Your Neat cabinet is where all of the items that you scan into Neat are stored. You cabinet functions much like a real filing cabinet, allowing you to create folders that you can add items to and organize according to your preference. Learn about managing your Neat cabinet online here.
    cloud cab


  • Installing Neat
    To get started using the Neat cloud service, it’s best that you download and install the latest version of the Neat software on your computer. Once you install the Neat software on your computer, you will be able to sync your information with your Neat cloud service account. Click here to download the latest version of the Neat software for your computer.

 

Getting Started Help!
If you run into any problems getting started with the Neat web app, click here to view our troubleshooting guide.