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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…
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Paper Survey vs. Online Survey: How to Choose the Right Format for Your Research
Choosing between a paper survey and an online survey is one of the most consequential decisions in research design, yet it’s often made on instinct rather than methodology. The format…
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Digital Mailroom Benefits: Security, Compliance, and Cost Reduction
Organizations that switch to a digital mailroom consistently report improvement in three areas: lower operational costs, faster document routing, and stronger compliance controls. This guide covers all eight benefits in…
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Received a CP2100 Notice? Here’s What It Means and What to Do
Getting a CP2100 doesn’t mean you’re being audited or penalized. It means the IRS found a mismatch between payee names and TINs on your 1099 filings and is giving you…
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Who Needs a 1099-NEC Form?
Form 1099-NEC reports non-employee compensation: payments made to independent contractors and other non-employees for services performed in the course of your trade or business. The IRS requires businesses to issue…
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Blueprint Scanning: How to Digitize Blueprints and Convert Architectural Drawings to Digital
What Is Blueprint Scanning? Blueprint scanning is the process of using wide-format scanners to capture high-resolution digital images of large-format technical drawings such as architectural blueprints, engineering drawings, construction documents,…
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Form 1098-T and the IRIS Transition
Last Update: June 2026 The IRS is retiring the FIRE system on December 31, 2026. Beginning with Tax Year 2026, all 1098-T returns must be filed through IRIS. What that…