Records Management Knowledge Center

Learn how to manage, organize, and store your critical data more efficiently.

Improving the accessibility and security of your data doesn't need to be difficult. Our knowledge base contains all the information you need to make informed decisions when its time to modernize your records management practices.

For accounting firms, paperwork is a constant companion. From tax documents to financial statements and everything in between, accountants need to keep track of a ton of documentation to get the job done. Keeping these records organized ensures that your practice operates efficiently while also helping you avoid compliance issues down the road.

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Book scanning has become an increasingly popular option for those looking to preserve, share, or access books in a digital format. Digitizing books extends the lifespan of the content they contain, enhances their accessibility, and makes them easier to share an increasingly digital world. Whether your goal is to protect historical texts from the ravages

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Transitioning from paper to digital record-keeping is an exciting step for any business. Think of the space you’ll save and how much easier it will be to locate important documents. However, scanning your documents is just the beginning. To truly benefit from your new digital system, you’ll need to choose the right document management system

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Not long ago, microfilm was considered a breakthrough in records storage. It was widely adopted by libraries, government agencies, and businesses as the go-to solution for managing large amounts of information. For the first time, paper documents and photographs could be condensed onto small reels and fiche cards, an efficient, space-saving way to preserve records.

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Protecting the confidentiality of patient information is a top priority in healthcare. As medical records continue to move from paper to digital formats, the risks of data breaches, cyberattacks, and mishandling of sensitive information have only increased. Healthcare providers, insurers, and any other businesses that handle medical records need to follow strict guidelines to ensure

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Digitizing financial records allows firms to manage client documents more efficiently while maintaining security, compliance, and accessibility. Here’s how scanning financial records can improve the way you serve your clients.

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Completing a document scanning project is a huge leap toward a streamlined, digital future for your business.  However, what comes next is equally important: taking advantage of everything there is to be gained from the process. From enhancing data security to modernizing the management and accessibility of your records, the post-scanning journey offers exciting opportunities

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When it’s time to digitize your documents, one of the most important and often misunderstood choices you’ll need to make is the resolution of your scans. This decision directly affects the quality of your digital files and how useful they’ll be once scanned. Whether you’re preserving historical documents, creating backups of business records, or converting

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Once a ubiquitous solution for preserving important documents, microfilm was, at one time, the go-to storage medium for libraries, legal firms, healthcare institutions, and government agencies.

However, the scarcity of microfiche readers and scanners today can make accessing and using this data challenging.

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During the scanning process, we extract the most important identifiers from your documents and store it digitally as metadata along with your records. This metadata can later be used for searching and retrieval, categorization, or analysis for various purposes.  We typically use optical character recognition (OCR) technology to expedite this process, leveraging software to automatically

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