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Records Management Strategies

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

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From employee records to financial statements, most businesses are responsible for storing confidential information. More often than not, much of this information is stored on paper.  For this reason, it is absolutely critical that businesses establish a comprehensive retention policy to ensure the proper management and timely disposal of sensitive records.  A records retention policy

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For most businesses, collecting and managing personal information is just part of the job. Customers often share their details and do so for a variety of reasons, trusting that this information will be kept private and managed responsibly. Yet, the rules around classifying this data can be complex, and it’s not always clear what type

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Proper medical records retention is essential for delivering quality care, maintaining patient trust, and ensuring compliance with regulations. Our guide covers everything healthcare providers need to know, including retention requirements, HIPAA’s role in records management, and best practices for protecting sensitive patient data.

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Business owners often find that as their company grows, the number of invoices that need to be managed increases exponentially.   Without hiring additional employees, it can be difficult to keep up with the demand, leading to missed payments, duplicated invoices, and data entry errors.  These small errors can lead to big problems, including damaging vendor

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Record keeping is an essential part of running any business. In fact, a highly organized record keeping system can help your organization operate more efficiently, eliminate filing errors, meet your retention requirements, and so much more. However, properly managing your records is an expensive, frustrating, and often time-consuming process that siphons resources away from other

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When dealing with sensitive personal information, there’s no room for error. Business owners are responsible with protecting this data, whether it’s financial records, health information, or legal paperwork. A single mistake, such as losing a document containing someone’s personally identifiable information (PII) can lead to serious consequences, potentially exposing your business to data breaches, legal

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Businesses rely on the information they collect to provide goods and services to their customers, and to drive important business-related decisions.  They also need to store a ton of documentation, including employee records, financial records, and contracts, many of which must to be kept on file for an extended period of time in order to

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Businesses are often required to collect personally identifiable information from their customers, prospects, and employees as part of normal day to day operations.  Once a business takes possession of this data, they are responsible for protecting it, and must adhere to the many laws and regulations enacted to protect PII and PHI. These regulations are

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