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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…
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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…
