The Neat 30-Day Free Trial Program

How does the 30-Day Free Trial work?

Your 30-Day Free Trial period will begin the day the unit has been ordered. After the trial period, your credit card will be charged in full or in monthly installments – depending on what option you chose during checkout . If you choose to return the product during the 30-day free trial, your credit card will not be charged. We’ll pay for return shipping and we’ll even refund you the cost of shipping that you pay when starting the free trial.

For detailed information on the multiple payment plan, please read our Billing Policy

If you would prefer to have the entire balance charged to your card immediately after the trial period, please call our payments department toll-free at 1-866-632-8732.

What will I be charged when I start the Free Trial?

When you order a NeatDesk or NeatReceipts unit from, you will only be charged for shipping & handling at the time of purchase. Exact shipping costs will depend on your selected shipping method, which is chosen on the Checkout screen. To read our shipping policy, please click here.

How many Free Trial units can I order?

The 30-Day Free Trial is limited to one (1) unit per customer. Additional units may be purchased without a 30-Day Free Trial by calling 866-632-8732.

Does Free Trial offer apply to Canada residents?

The 30-Day Free Trial is currently offered only to customers living in the 50 states. Customers in Canada can purchase Neat products without the 30-Day Free Trial offer by calling 866-632-8732. Orders placed in Canada are offered 30-day unconditional money back guarantee.

What’s Neat Cloud Service?

Neat Cloud Service securely backs up your Digital Filing System, and allows you to add to it – or access it – from anywhere. Neat mobile app turns your smartphone or tablet into a handy new way to scan items into Neat, and another way to access your files.Try both free for 30 days along with your Neat scanner!

If you find that it’s not for you, no problem. Simply cancel anytime within the first 30 days and you won’t be charged.

If you love it, then by all means keep it! You’ll be charged $14.99 / month, if you choose to stay on the Premium plan.

How do I return my scanner if I'm not interested?

Returning your Neat product is easy, and there is no cost to you! If you decide to cancel the 30-Day Trial, we will pay for the return shipping back to The Neat Company, and even refund the initial shipping and handling cost. Please read our Returns Policy to learn more about how to initiate a return within the 30-Day Trial period.

I have more questions - who can I call?

Call our sales team toll free at 1-866-632-8732. Or you can email us at anytime at and we'll respondwithin one business day.