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 ...

This article is part of our “Get It Done” week on Morningstar.com: All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do ...

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 ...

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 ...

Investing in fireproof safes and document storage is a practical step toward protecting your assets from fire, water 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 ...