If you want a smoother experience, be organized when you get your taxes prepared, and the whole process will be much more enjoyable.

Last month’s “Aging Matters” article focused on developing a family history health document to help guide health and wellness choices. As a continuation of that article, this month we delve into other ...

Disorganized documents can cost U.S. businesses thousands annually in wasted time, according to recent surveys. Locating a simple invoice can take hours if your files lack order. Thus, there's a need ...

Lugging massive binders to litigation or filing binders on shelves for recordkeeping may become a relic of the past, if NetDocuments' new SetBuilder add-on has its way. SetBuilder allows users to link ...

It has always been important to organize your important documents, and even more so now because of the global pandemic. These documents must be organized so that they are easy to access when you need ...

Attend this web seminar, "Increasing Profits this Tax Season with Organized, Indexed Client Tax Documents: A Guide to Evaluating Which Solutions Make Sense for Your Firm," to learn how organizing and ...

Tax filing deadlines inspire many of us to vow that we’re finally going to organize our papers. Start with understanding what should be kept, in what format and for how long. Then, set up a system to ...