Getting Started with Neat
To launch, click the neat
app icon on your desktop
once software is installed
YOU'RE JUST A FEW CLICKS AWAY
If you haven’t already, download the Neat app for either Mac or Windows.
Double click installer to open when download is complete.
Your Neat Account
Let’s identify who you are!
If you haven’t created an account, choose “Create An Account.”
You will be directed through a step-by-step registration process.
Your username will be the e-mail address you used during your
online purchase. If you purchased in-store and/or have an
activation card you be prompted to input your 10-digit
If you already have an account, sign-in using your username (the
email address you originally created or used during online
purchase) and password.
HP or Intuit User
You can also use your HP or Intuit credentials to sign-in.
Navigation Quick Guide
Get Familiar With Neat’s Desktop Interface
||Add Item Button
||Launch your scanner app, import files, or create new items.
||Jump to certain files using shortcuts, create new folders to organize your data, and view items that are shared with you.
||Use keywords to search for your items and get to what matters.
||Filter items in your grid by item type, date, amount, category, and more!
||Smart Action Bar
||Select your items and use the Smart Action Bar to perform tasks like creating reports, sending info to third-party software, sending items to NeatVerify®, emailing items, and more!
||Notification and Account Settings
||View any alerts, see remaining credits, and update account settings.
||View, print, and save your item images.
||View all items within your selected folder or shortcut