I'm validating an idea, can you help me by completing a quick poll?

[LoveChickpeas]

Personally, I get frustrated by my DH having all the important docs (insurances, car docs, tenancy agreement, warrantees) in his emails. Great that he sorts all these things but I'm left in the dark having to ask him 'is this covered in our insurance, when is the MOT due, what's the notice period etc. Maybe you have a good system to ensure all relevant people in your household have appropriate visibility?

Sorry I havent voted. It varies. We share out the bills because everyone needs individual ID. I have a couple of things still coming in on paper despite frequent requests to go paperless because of my ID needs, and those are filed in a ‘key docs’ box. We also have a ‘joint admin’ drawer for a few things. Then we both have individual email stuff. Seems fine.

Thanks all for your engagement so far.

DH deals with some things, I deal with others. Important emails are forwarded to each other, and some things get printed out and filed so that in an emergency other family members would know at least which companies to contact.

Shared Dropbox folder works for us

I have all the docs saved on folders in the cloud, hardcopies in the filing cabinet and reminders set up on my phone to remind me every year a month before they are due

Dh deals with some things, i deal with others - probably at 50/50 split. I trust him to sort his things, he trusts me to sort mine. Ive never felt the need to double check things with him, but if i did I'd just ask and vice versa. We have a shared calendar on our phones so can see when things are due.

Bit of a mixture. We have a joint email address that gets used for joint things like house insurance and bills etc, so although it's me that sorts most things out DH can access them if he needs to. Me sorting most of the joint bills is a hangover from when we first got together - DH moved into my house so when we bought a house together I transferred all my existing service providers etc to the new house and gradually changed the email address to the joint one as and when they came up for renewal.

Individual things (car insurance, phones, subscriptions etc) we sort ourselves and DH doesn't necessarily have access to mine and vice versa.

I deal with most of it. shared dropbox folder and shared google calendars work if we need them. I don't think there would be a market for a specialized solution beyond that (if that is what you are considering).

I agree that you'd struggle to get people to pay for a solution to this when they could just use their Google drives, Apple equivalent or Dropbox etc.

Plus a system is only good if people use it properly. If he won't forward you an email or send you a share link is he really going to use another solution?

It’s a mixture.
car insurances are on paper, a copy in each car - doesn’t everyone do that?
but they and household insurances are managed via an online system which we both have access to anyway.

putting important docs ‘on the cloud’ or leaving as email attachments doesn’t sound like robust and properly secure methods to me.

Some me, some him.

OP, what are you thinking of as being the solution? How is it going to improve on me just forwarding an email with docs attached to DH?

You can set up email accounts with joint access if that's where you want to store your information. Personally I keep an electronic copy and a paper copy ( I find paper copies easier to read for some reason!). However I am concerned that you might not be a joint account holder on the accounts where you have a joint interest like energy and house insurance etc since you say you cannot access them. How would you manage these accounts if anything happened to your partner ?
I would ask your partner that question and see what he says. Hopefully this might jolt him into organising things more transparently.

OP is doing research into a business idea she has had.