Last month’s “Aging Matters” article focused on developing a family history health document to help guide health and wellness choices. As a continuation of that article, this month we delve into other ...

We all have spots in the house that are stacked with important documents yet to be filed. From receipts to bank statements and the abundance of life admin, there's a lot of paperwork to organize. If ...

Lugging massive binders to litigation or filing binders on shelves for recordkeeping may become a relic of the past, if NetDocuments' new SetBuilder add-on has its way. SetBuilder allows users to link ...

It has always been important to organize your important documents, and even more so now because of the global pandemic. These documents must be organized so that they are easy to access when you need ...

Tax filing deadlines inspire many of us to vow that we're finally going to organize our papers. Start with understanding what should be kept, in what format and for how long. Then, set up a system to ...

Attend this web seminar, "Increasing Profits this Tax Season with Organized, Indexed Client Tax Documents: A Guide to Evaluating Which Solutions Make Sense for Your Firm," to learn how organizing and ...

June marks the first month of hurricane season and it is a good time to update not only physical preparations for potential natural disasters but also review and revise important documents so that ...