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

Maintaining paper documents and files is an expensive proposition for an organization. Documents must be inserted into file folders and placed in an expensive filing cabinet, and office real estate ...

Firms that perform audits, reviews, or compilations have a little more than four months to implement the new risk-based quality management (QM) standards. The task may feel daunting, but Joe Lynch, ...

How often and how much does your firm think about quality? Every auditor is, by nature, committed to quality. Every firm has final quality control steps built into its production process. However, ...

Statement on Quality Management Standards No. 1, A Firm’s System of Quality Management, becomes effective on Dec. 15, 2025, and the required documentation surrounding that system’s design, ...

Discover how to build a customized Microsoft document management system for your business with the workflows, security and ...

Document management systems are changing the way organizations store and retrieve documents and information. They replace old-school files and filing cabinets with new, high-tech tools. Electronic ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...