Microsoft just announced that it is unlocking all the features of OneNote 2013 and that it is free for everyone to download onto your PC for Windows 7 and Windows 8 at onenote.com/download.
This is exciting news! All the features they are removing restrictions on are vital to utilizing OneNote as a work-flow optimization tool for your business. This is especially useful at tax time.
- Password protected sections—Add a password to protect sensitive information. This is a critical component of every company’s operations, particularly for accounting related activities such as preparing for year-end and tax filing. You can download our “End of Year Checklist” OneNote created pdf page to simplify year-end procedures. If you would like the .one page, please contact me. To password protect any section, right click on the section tab, and select Password Protect this Section.
- Tax time examples; password protect sensitive data such as P&L sheet, Balance Sheet and other financial statements that you want to quickly access, log-in credentials for tax portals, and employee or payroll related data.
- Page history—Easily see or go back to prior versions of a page. This is crucial when there are multiple employees accessing the same file. Accidents and intentional actions can be tracked and viewed.
- Audio and video recording—Take notes while recording, and easily jump to the relevant section later. This is a great, often under utilized tool, in OneNote.
- Tax time example: while you are preparing your taxes, create a page called Tax Related Notes and use the Record Audio feature under the Insert tab to quickly take notes relating to what you are working on.
- Plus, you can do an Audio search—Search for a word in a voice or video recording using the regular search bar in OneNote.
- Embedded files—Insert Office documents, pdf or other files directly in your notebook. One of the reasons I use OneNote for many of my business processes is that it integrates easily with other Microsoft Office tools such as Word, Excel and Outlook and works with pdf files, images, hyperlinks and other daily-utilized tools – all contained in one place – OneNote.
- Tax time examples; copies of receipts, Excel expense sheets, and tax related articles
So, while most of the time nothing is ever free, especially at tax time, there are those rare exceptions. OneNote is now (even more) free! Just in time to pay taxes.