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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….
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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…
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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…
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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…
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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…
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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),…
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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…
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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…
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Backfile Conversion and Document Archiving: How to Digitize Years of Paper Records
Document archiving is the full lifecycle of managing inactive records: identifying what needs to be kept, digitizing paper documents, indexing them for retrieval, storing them securely, and disposing of them…