Trustworthy’s document management software integrates with ScanSnap’s cloud-based scanners to help families securely organize critical information
Insurance policies, government ID numbers, passwords, bank accounts. These are just some of the many important pieces of information the modern household has to manage, digitize, and protect. One of the most stressful situations is digging through folders, drawers, and email inboxes to find the one document you need. But this is exactly what many end up doing when they don't have a centralized and secure file management tool.
Trustworthy is a family document app built to solve that problem, and it works hand in hand with our ScanSnap scanners. In this guide we explain what Trustworthy is, what it can store, how it keeps your information secure, and how our scanners help you get paperwork into it quickly.
What is Trustworthy?
The Family Operating System® by Trustworthy is the safe, easy, modern way to store, access, and share important family information with loved ones & advisors — IDs, Finances, Property, Passwords, Insurance, Taxes, Legal, Business, Contacts, Family Resources, and more. Below are some of Trustworthy's powerful features:
- Device compatibility: The platform is available on desktop, tablet, and smartphone formats, so you can use nearly any modern device to access your account.
- Platform/software compatibility: Trustworthy is compatible with popular feeds, software, and tools, such as Chrome, Plaid, and online drives, allowing users to seamlessly import documents and information.
- Advanced security and compliance: The service uses multifactor and biometric authentication to prevent unauthorized access. It also integrates tokenization and data encryption to keep sensitive data protected and private at all times. Plus, the tool’s automated behavior analytics help immediately flag suspicious or unusual activities, keeping data secure.
- Autopilot: Trustworthy's custom AI-powered tool automatically analyzes your documents, extracting key details, categorizing them, and organizing them into the appropriate folders to keep your information streamlined and accessible. Over time, the AI learns from your usage patterns, adapting to provide even more personalized and effective support.
- Seamless collaboration: You can easily set permissions for specific documents to control how trusted partners, such as accountants or wealth advisors, access your documents. You can set the permissions to have limited or full view/edit access, including how long these documents can be accessed. Finally, you can share encrypted links to your documents for added security.
- Trustworthy Certified Experts™: These professional organizers have been trained and certified by Trustworthy to help you set up and maintain your Family Operating System®, including decluttering documents and organizing end-of-life or estate plans. They undergo background and reference checks and follow a strict code of conduct for handling sensitive information.
- Reminders and notifications: The platform can send both automatically created and customized notifications to help keep you, your family members and other collaborators on top of tasks, such as updating warranties or filing taxes.
- Intuitive dashboard: You can drag, drop or send multiple documents directly to your inbox in the dashboard. Autopilot can assist you with organizing these documents within their appropriate categories. You can also easily create new items using these documents for specific categories.
This efficiency and user-friendliness have led thousands of families to rely on Trustworthy to organize their digital documents. It’s protected and organized $2.5 billion worth of assets, saving users over $1 million in penalties and late fees as well as more than 83,000 hours of work.
Did You Know?:The ScanSnap iX2500 can scan envelopes, plastic cards, folded A3 documents, and documents with sticky notes through the Manual Feed mode. Click here to find out more.
What Documents Can You Store in Trustworthy?
Trustworthy is built to hold the full range of records a family relies on for everyday life and emergencies. Instead of spreading paperwork across drawers, email, and separate cloud apps, you can keep it in smart categories, including:
- Personal identification: passports, birth certificates, Social Security cards, and driver's licenses.
- Finances and property: bank and investment accounts, mortgages, deeds, and real estate paperwork.
- Insurance and taxes: policies, tax returns, and supporting records.
- Legal and estate documents: wills, trusts, and directives, along with legacy access for the people you choose.
- Passwords and digital assets: login credentials and ownership records for your online accounts.
- Emergency and medical information: contacts, directives, and health records you may need to reach quickly.
Trustworthy and ScanSnap integration
Trustworthy has partnered with ScanSnap to make uploading scanned documents, like those listed above, to the Trustworthy dashboard even more convenient. With Email to Inbox you can immediately send documents to a dedicated Trustworthy email.
This functionality is powered by the ScanSnap Cloud feature, which allows users to scan documents directly to cloud-based applications. Trustworthy members can use this feature to upload documents to their accounts directly from the scanner — no need for a computer or any other intermediary device.
Additionally, ScanSnap's software can be set up to categorize and store various document types. This dovetails with Trustworthy's family document categories, such as property, passwords, and insurance. It’s especially helpful for those managing a large volume of paperwork, as the process simplifies document uploading and organizes important documents in one accessible location.
Trustworthy and ScanSnap give families peace of mind
Trustworthy’s file management platform empowers families to organize key documents so they can save time, resources, and stress. Combined with ScanSnap’s scan-to-cloud feature, managing documents has never been more intuitive, efficient, and secure. With this partnership, families can spend less time worrying about missing insurance policies, tax records, or warranties and more time making memories together.
Visit Ricoh’s website to shop for the latest ScanSnap scanners and start optimizing your document digitization. To learn more about how you can streamline your file management, visit the Trustworthy site.
Note: Information and external links are provided for your convenience and for educational purposes only, and should not be construed, or relied upon, as legal or financial advice. PFU America, Inc. makes no representations about the contents, features, or specifications on such third-party sites, software, and/or offerings (collectively “Third-Party Offerings”) and shall not be responsible for any loss or damage that may arise from your use of such Third-Party Offerings. Please consult with a licensed professional regarding your specific situation as regulations may be subject to change.