Client Data Protection Tips to Keep Your Customers Safe
June 20, 2026 - Leverage Technology

The cost of data breaches can still be high. IBM’s current Cost of a Data Breach report keeps the average breach cost in the millions, which is enough to turn one weak access rule, one forgotten hard drive, or one careless file transfer into a serious business problem. Using these client data protection tips will […]

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How do you Create an Effective Ethics Policy?

Merely having an ethics policy in place isn’t enough.

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Do You Need a Policies and Procedures Style Guide?

The ultimate style guide for your policies and procedures is the trained user who can follow the process consistently.

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What Is a Policy Cycle?
May 28, 2026 - Write Better Policies

Organizational policies should be reviewed on a regular cycle so they reflect current business realities, clarify accountability, and stay aligned with changing conditions.

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How Do You Write Policies and Procedures?

A weak starting point can hurt employee usability and introduce confusion and user-error. Do you know why else you should write new policies and procedures?

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Where Technology And Business Intersect: Essential Policies For New eCommerce Businesses

A refreshed guide to essential eCommerce policies for terms of service, privacy, shipping, returns, exchanges, and tax compliance.

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What is a Policy Manual?

A policy manual gives employees and managers one dependable place to find the principles that guide company policies, business processes, employee expectations, and organizational performance standards. Without that top level reference, individual policies and associated procedures tend to drift into departmental habits, old templates, and verbal rules that are hard to train, audit, or improve. […]

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Time for Policy Procedure Management Software?

Nobody wants to pay the cost of maintaining policies and procedures, so the next best thing is to pay less than a paper based system or simple file server. Policy and procedure management software helps with sharing, control, reporting, workflow, and compliance evidence.

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What is a 1035 Exchange?
September 19, 2023 - Improve Financial Management

Are you looking for information about 1035 Exchanges? Learn more about 1035 Exchanges and how they can help you save on taxes and maximize your retirement savings. Get the facts and make an informed decision about your financial future.

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