Article Category

Records Management Strategies

Learn about best practices, tips, and tricks to help your organization simplify the creation, maintenance, and disposal of records.

View All Articles

Most business owners eventually reach a point where their filing cabinets are overflowing and their hard drives are cluttered with decades of old files. While it is tempting to just keep everything forever, this creates a significant liability for your company. A record retention policy is a formal document that dictates how long your business

Read Article

Most businesses slowly accumulate paper records over the years until one day, file rooms, storage closets, and off-site storage units are filled to the brim. When it’s finally time to digitize, the natural instinct is to scan everything at once without taking a closer look at what’s actually there. The truth is, digitizing a mess

Read Article

HIPAA is a law that almost everyone has heard of, but not many outside of the healthcare industry fully understand. While most people know it’s meant to protect personal information, the specifics of what it actually protects, and how, are often unclear. In this article, we’ll explain what HIPAA is, why it was created, and

Read Article

Most dealers today believe that they’ve checked every box needed to comply with the FTC Safeguards Rule. You’ve hired a Qualified Individual, locked down your DMS, and turned on MFA. But there is a massive vulnerability hiding in your back office: paper records. While your document management system may be a digital fortress, paper deal

Read Article

While businesses have long navigated federal privacy regulations like HIPAA or the GLBA, a new era of state-level enforcement has arrived in the Ocean State. The Rhode Island Data Transparency and Privacy Protection Act (RIDTPPA) officially took effect on January 1, 2026. The requirements for how you handle, share, and disclose customer data have fundamentally

Read Article

Pennsylvania is currently moving toward its first-ever comprehensive data privacy law. Lawmakers are advancing House Bill 78, also known as the Consumer Data Privacy Act, which gives PA residents more transparency and control over their personal information. The bill has already cleared the House is currently being considered by the Senate. While many states like

Read Article

While Massachusetts businesses have operated under strict data security regulations (like 201 CMR 17.00) for more than a decade, the legislative landscape is about to become more complex. Lawmakers are currently advancing the Massachusetts Data Privacy Act (MDPA), a comprehensive privacy law designed to give residents more control over their personal information. With an anticipated

Read Article

While neighboring states like Pennsylvania and Massachusetts are still preparing for new privacy standards, New Jersey has already moved into the enforcement phase of its own law. The New Jersey Data Privacy Act took effect on January 15, 2025, establishing one of the more expansive consumer privacy frameworks currently in place. For many local businesses,

Read Article

Most business owners in Connecticut are well aware that the state takes data privacy seriously. It was the first state outside of California to issue a fine under its own comprehensive privacy law. This year, significant changes are being made to that law, and many businesses may not realize how broadly those updates will apply.

Read Article

Assisted living and long term care facilities generate thousands of pages of paperwork each month, including admissions records, medical documentation, financial files, and billing records, each playing an important role in supporting staff and the people they care for. Providing the best possible care to residents means staying on top of a long list of

Read Article