Document workflow is all encompassing: from invoicing to email, it touches every aspect of a business. Here, Abe Niedzwiecki, vice president of technology of document management software and workflow ...

If you’re stuck emailing documents back and forth for feedback — or even worse, printing them out — document workflow software can help your company digitize and automate the entire process. We’ve ...

With so many different document management software packages on the market some of the minor upgrades to these systems often pass unnoticed. Such is the case with Ademero, who announced the release ...

In addition to document classification, Drake Portals now offers improved client checklists, making it easier for taxpayers to understand exactly what documents are needed and track their progress ...

On Thursday, cloud-based document and email management provider NetDocuments announced the launch of a new product called PatternBuilder—a tool intended to generate documents within the NetDocuments ...

Like office co-workers whose friendship ultimately evolves into something more permanent, document management and workflow have become inextricably linked because, like a couple, one influences the ...

AI agents can reason, plan, and make decisions—but they cannot generate a contract, parse a scanned invoice, or produce a ...

Learn the five pillars of production-ready document AI and the questions buyers must ask to avoid costly rip-and-replace ...

As document capture increasingly shifts beyond traditional office environments, preserving both visual fidelity and document ...

Accountants are facing increasing demands for precision, speed and data protection. This is because the handling of confidential financial records requires not only technical expertise but also robust ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...