The ability to manage and process information has become paramount to business success, and document management software (DMS) has played a critical role in this information revolution. As the founder ...

Between finding new clients, completing paperwork, and maintaining compliance, advisors often spend more time on back-end tasks than actually interacting with their clients. In fact, surveys have ...

There are many reasons for businesses to manage electronic files and digitize their documents. Creating a structure to organize and share information is one benefit; as is reducing paper, creating ...

With the growing importance of compliance and eDiscovery issues for many companies, it might be time to consider deploying a records management system. Chances are that your company already uses some ...

Forty-eight percent of workers struggle to find files, 45 percent of SMBs still use paper, and e-signatures can boost close rates by 28 percent or more.