How long to keep tax records

It’s Tax Season Again: How Long Do You Keep Your Records?

Here comes Tax Day! You might be wondering how long you need to keep your tax records. Maybe your company has a records retention plan based on legal requirements, standard industry practices, or internal policy. Or maybe for tax records, you follow the accepted 3-year record retention period for tax documents. Three years might sound…

Productivity, performance, efficiency, process, improvement and goals from Zasio records management software.

When in Doubt, Reach Out (to Support)

Technology can be frustrating. Especially if you’re using new software or starting a new process. As you probably know, new software usually has a learning curve. That means you might not recognize the best way to complete your daily tasks right off the bat. There’s not a wrong way to do things if you get…

Highmark Case Study

Case Study: Highmark Inc.

Highmark Inc. is a national, diversified health care partner serving over 5 million members across the United States through its businesses in health insurance, dental insurance, vision care, and reinsurance. To establish a records management strategy that would ensure all its records were managed in accordance with business, legal, and regulatory requirements, Highmark Inc. partnered…