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The Complete Guide to Going Paperless: Benefits, Tools, and How to Make the Transition
The paperless office has been “just around the corner” since The Office of the Future, published in Business Week on June 30, 1975, predicted that computers would soon eliminate paper from the workplace entirely. More than fifty years later, most offices are still printing, filing, and hunting for misplaced documents. That’s not necessarily a failure…
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2026 Form 1099-NEC and 1099-MISC: New Boxes for Tips and Overtime
Forms 1099-NEC and 1099-MISC include new boxes for tax year 2026. The changes are driven by the No Tax on Tips and No Tax on Overtime provisions of the One Big Beautiful Bill Act (OBBBA), which allow eligible recipients to deduct qualified tips and overtime compensation. To support those deductions, payers are required to separately…
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IRS 1099 Form Changes for 2026: What’s Different and What You Need to Do
The 2026 tax year includes significant changes to 1099 reporting, affecting which vendors require forms, what data those forms must capture, and how returns are submitted to the IRS electronically. This guide covers what changed, which organizations are affected, and what steps to take before January 2027 filing season. Looking for 2025 form changes? Those…
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How to Calculate the True Cost of In-House Statement Printing and Mailing
If you’re evaluating whether to outsource your transactional print and mail, an accurate baseline is the necessary first step. Ask most operations managers what it costs to print and mail their monthly statements and they’ll cite paper, toner, and postage. Staff time, sometimes. But those figures typically leave out a significant share of the actual…
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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
Originally published: October 20, 2025 | Last updated: June 4th 2026 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 March 2026, Tax Year 2025 filing season is wrapping up, which means organizations are now in the…
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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…
