Taking the plunge this year and doing a major purge of old ***** and digitizing as much as possible. Tieing it to tax time and so far its going well. I debated over getting a scanner, but in the end, decided to use the free app from Microsoft called 'Lens'. It simply takes a picture (PDF) of the page and supports adding multiple pages for those longer and double-sided docs. Just doing an INBOX method where I review later and rename as/if needed. Then a simple folder per year with subfolders when/if needed for special scans or important items. Most just goto a general folder under the year because they are recurring, common items.
Only catch is that MS Lens doesn't upload to Evernote. But, I'm at the point where I've decided no one offering from one source (i.e. Evernote, Onenote/Onedrive, Notion, etc.) is going to do everything. So, I use Evernote for some things and Onenote/Onedrive for others. In this case, the Finances are going over to Microsoft. I opted for the family plan for Onedrive at $99 per year. It gives me 5 users and 1TB of space for each.
On the organization side, I stumbled across something called PARA that you can Google. Its a way of organizing your data into Projects — Areas — Resources — Archives. Not a lot different that what I was doing but like most people, always looking to improve.
I could import or export from one into the other to keep everything in one, which I have done previously. But, its too much work to do for everything all the time. So, I now have multiple services for varying purposes, as described by:
Tech info and research.
2.) Onenote / Onedrive
Home organization - Onenote
Scanned docs - Onedrive
General doc/pics storage and backups 1TB X 5 users!
Tasks and projects
Nice Google Calendar integration.
New kid on the block. Wow so far but steep learning curve (at least for me). It almost does too much and they're just getting started.
Testing Calendars, tasks, and such for now.
No offline storage yet beyond last read cache!
Good luck in your journey.