In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.

After receiving his degree in Journalism & Media Communications from CSU in 2019, Erik began building his career in online media, and found his dream job when he joined Game Rant as a staff writer.

The recent acquisition of document capture vendor DataCap by IBM and the filing of revenue figures by Kofax that were 15% higher than the previous year (in the middle of a recession) has put document ...

Modern document management systems use digital images and electronic record keeping to store information. They make it possible to examine documents, restrict access to sensitive information and ...

Greg DePersio has 13+ years of professional experience in sales and SEO and 3+ years as a writer and editor. Financial accounting summarizes and reports a business's financial position to external ...