How to Upload Documents

How to Upload Documents

So, you have your document on your computer ready to go. Or, perhaps you have the document in hand, but you need to be able to send it, share it, or add it to a website. Somehow, that document needs to get from you to the web, whether that be for email purposes,...
How DMS Works With HRIS

How DMS Works With HRIS

HR professionals who have worked with or currently work with a human resources information system (HRIS) or human resources management system (HRMS) may wonder why they would need a document management solution when their system seems to accomplish everything they...
How to Send Documents Securely Over the Internet

How to Send Documents Securely Over the Internet

Whether you’re in accounting or another finance field, you have a lot of important data that you can’t lose. In this article, we’ll talk about some of the ways to keep that sensitive information and data secure. How to Send Documents Securely Over the Internet ...
The Protection of Client Information

The Protection of Client Information

As a CPA, you go above and beyond to help your client get the most out of their tax return and finances. However, as the industry migrates more and more into the digital space, you need to balance your efforts between number-crunching and protecting the highly...
Ten Simple Ways to Go Paperless

Ten Simple Ways to Go Paperless

The future of business is paperless. More and more businesses are doing away with traditional, paper-heavy processes to shift to a digital way of doing things. Understandably, it can be hard for legacy businesses to move away from processes that have proved effective...