Article Category
Records Management Strategies
Learn about best practices, tips, and tricks to help your organization simplify the creation, maintenance, and disposal of records.
Most business owners are aware of the challenges that come along with relying on paper records. Whether it’s the clutter they create or the inefficiency they bring to day to day tasks, paper problems often lurk in the back of their minds. However, there’s a common perception that addressing the problem requires a lot of
Switching from paper to electronic recordkeeping is a big change for any business. Not only will your office be more efficient and less cluttered, but you’ll also be able to eliminate many of the unnecessary expenses associated with paper recordkeeping. However, storing records digitally comes with its own costs, and being able to calculate and
Digital document management is more accessible and affordable than ever before, prompting businesses of all kinds to embrace paperless recordkeeping. A well-designed cloud-based document management system (DMS) can be transformative for companies managing large volumes of records, especially those still using paper or microfiche. These systems offer an efficient, secure, and accessible way to manage
Running a business means dealing with a ton of paperwork. Contracts, invoices, employee records, tax documents… the list goes on. Some records need to be kept for years, whether for tax purposes, compliance reasons, or other business needs, while others don’t. To keep things simple, many businesses just store everything indefinitely, keeping every record that
Going paperless is a big step forward for any business, but in many cases, scanning alone isn’t enough. If you’re unable to find your documents once they’ve been digitized, the effort and resources spent on the process can feel wasted. That’s why indexing your digital records after scanning is such an important step. Proper indexing
Credit scores play a big role in everyday life, impacting everything from applying for a mortgage to purchasing a car or renting an apartment. Most people don’t think much about how much of their personal information gets shared behind the scenes when their credit is checked, but it’s a lot. That’s exactly why the Fair
Whether you’re trying to organize your files, share important paperwork online, or you’re just sick of paper piles, converting your scanned documents into PDFs makes them easier to store, use, and share. In this article, we’ll walk through a few simple ways to convert your scanned files to PDF using both free tools and paid
Anyone who’s ever worked in accounts payable knows how crucial compliance is. Walking the tightrope of regulations related to payment processing can be overwhelming at times, especially for a busy AP department. There are many rules that need to be followed, a ton of documentation that must be tracked, and deadlines that can’t be missed.
Businesses generate more records than ever before. From employee files and financial reports to contracts and customer data, the amount of information that needs to be managed grows every day. Without proper records management practices in place, that growing volume can start to feel like an avalanche. Employees end up spending half their time searching
Keeping up with regulatory rules and compliance requirements can feel overwhelming, but it’s a necessary part of running a successful business. While it can be frustrating at times, these regulations provide a framework that helps you protect your data, your clients’ data, and your business’s reputation. However, monitoring regulatory compliance is much more challenging when