Backup Important Files
Complete step-by-step checklist to backup important files covering scan documents to pdf and organize digital folders, and essential action items.
Scan documents to PDF
Use phone scanner or scanner to create digital PDFs
Organize digital folders
Label folders clearly on computer (e.g. Tax_2025)
Encrypt digital folders
Protect files with password lock software
Upload backups to cloud
Store files on secure cloud storage (Google Drive, Dropbox)
Save copy on secure USB
Keep physical copy on password-protected USB in home safe
Verify PDF scan readability
Check that text on digital files is clear and un-blurred
Set up cloud auto-sync
Verify backup folders automatically sync with cloud drives
Enable two-factor cloud lock
Secure your cloud accounts using 2FA mobile auth codes
Store backup USB off-site
Keep backup USB drive at a relative's house for safety
Update backup directories yearly
Sync new files to backup drives at the end of every year