Document management software has to cater to the needs of the accounting professional, but in many cases it also needs to take the client into account, as well. Because so many documents originate ...

Split your metadata from your files, and suddenly your sluggish document system becomes fast, scalable and surprisingly cheap to run.

Document management is similar to digital asset management, but less for media than for documents, files and various records. Technologies include capturing metadata, integrating documents into other ...

We sat down with Foxit Software founder Eugene Xiong to discuss the current document management landscape and where it's headed. Our team tests, rates, and reviews more than 1,500 products each year ...

Traditional document management systems are plagued by inherent limitations. Navigating their compliance challenges and security vulnerabilities increasingly resembles a labyrinthine puzzle. Such ...

The Abu Dhabi-based Islamic financial institution implemented Newgen’s electronic document and record management system ...

Start small and build on your success--that's a textbook best practice for deploying new technology, and one that Frenkel & Co. chose to apply late last summer to its rollout of a document management ...

The traditional approach to document management in financial services and wealth management is not only outdated and flawed but comes with a handful of challenges for firms and advisors. When you ...

Get 30+ datapoints from Icertis-sponsored research that demonstrate where AI-powered contracting technology stands today, where it is going, and how your organization can seize the moment in 2024 and ...

While the idea of managing a paperless office isn't entirely new to CPAs, there are still numerous firms that are only just starting to explore document management software and the processes ...