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Print and Mail Data Security and Compliance: SOC 2, HIPAA, GLBA, and FERPA
Outsourcing transactional print and mail means handing a third party the same sensitive data you’d otherwise protect behind your own walls: protected health information, financial account data, personally identifiable information. Whatever compliance obligations apply to your organization extend to any vendor who touches that data. This post covers what verified, audited print and mail data…
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The Complete Guide to Outsourcing Transactional Print & Mail
This guide covers what transactional mail outsourcing involves, when it makes financial sense, and what to look for in a provider. What is transactional mail? Transactional mail is the category of physical documents that exist because of a business transaction or legal obligation. Think: What separates transactional mail from direct mail marketing is that it…
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IRS FIRE System Retirement 2026: Understanding the Transition to IRIS
The IRS has announced the retirement of its FIRE (Filing Information Returns Electronically) system; a filing platform that has served taxpayers for over four decades. As of mid-July 2026, the Tax Year 2025 filing season is well behind us, and organizations are in the final stretch before FIRE shuts down. FIRE and IRIS are both…
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Form 1099-R Distribution Codes, Boxes, and E-Filing: Complete Guide for 2026
Changes to Form 1099-R in 2026: Distribution Code Y, New Reporting Boxes, and IRIS The 2026 Form 1099-R introduces the most significant structural changes to the form in years: a mandatory Code Y for Qualified Charitable Distributions, three new reporting boxes (7b, 7c, and 7d), and the retirement of the FIRE e-file system on December…
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What Is Intelligent Document Capture? Definition, Capabilities, and Key Differences from OCR
Organizations that process documents at volume spend significant staff time on work that produces no output: sorting incoming mail, keying data from paper into systems, correcting entry errors after the fact. Intelligent document capture (also referred to as automated document capture) eliminates that work. It uses Optical Character Recognition (OCR), Intelligent Character Recognition (ICR), machine…
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What Is Form 1099-B? Broker and Barter Exchange Reporting Explained
Form 1099-B, Proceeds From Broker and Barter Exchange Transactions, is the IRS information return that brokers and barter exchanges use to report the proceeds from a customer’s securities sales and other reportable transactions, including regulated futures and Section 1256 option contracts handled through a broker. Investors who sold stocks, bonds, mutual funds, options, or other…
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Form 1099-K Reporting Requirements for 2026
If you’ve read that PayPal, Venmo, and similar platforms would begin issuing 1099-Ks for payments over $600 in 2026, that’s no longer accurate. The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, reinstated the original thresholds: $20,000 and 200 transactions. (IRS — IR-2025-107) This article covers the rules as they stand today. What…
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Second B-Notice Requirements: What to Send, Who Gets It, and What Happens Next
A second B-notice is not a repeat of the first. It triggers a different process, different requirements for your payee, and different rules around backup withholding. Getting the details wrong — especially sending a W-9 when you shouldn’t — doesn’t resolve the mismatch and can leave you exposed to IRS penalties. This page covers who…
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How New Technology Has Transformed Bulk Scanning Efficiency
Organizations managing large volumes of paper records face two distinct challenges when digitizing: capturing documents quickly and accurately, and processing them into organized, retrievable files. Modern bulk document scanning technology has advanced significantly on both fronts. According to PwC, automating document processing saves organizations 30–40% of the hours previously spent on manual handling — gains…
