Apr 20, 2016
April’s tax deadline has come and gone and you met the filing deadlines (way to go!), but before you put all that behind you, you must decide what documents to…
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Mar 28, 2016
You know the scene – you’re working on your tax return and there is paper everywhere. Whether you are preparing your own tax return or working with a tax advisor, it’s imperative to get critical documents organized as quickly and efficiently as possible.
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Dec 16, 2015
It’s easy to scan all your important documents to digital copies—see the three options listed below. But first, it’s helpful to understand why digitizing documents is so beneficial.
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Oct 27, 2015
Beginning on October 29, 2015, FidSafe® will be offered by XTRAC Solutions, an independently operated Fidelity Investments company with more than 20 years of experience in workflow and document management. FidSafe…
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May 4, 2015
Nobody’s ever “ready” for an emergency, but there are ways to prepare yourself—and your family—for the events you can’t see coming. Start by keeping track of your important documents, instructions,…
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