Latest articles and tips
Educational content about electronic archiving, legal obligations, and digital business.
Making Tax Digital for ITSA 2026: The UK's Mandatory Quarterly Reporting Revolution
From April 6, 2026, UK self-employed individuals and landlords with income above £50,000 must use MTD software to submit quarterly updates to HMRC, with a first submission due August 7, 2026.
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SEC Rule 17a-4 and WORM Compliance: What Financial Firms Must Know About Document Archives
SEC Rule 17a-4, actively enforced since 2025 following its 2022 amendment, requires WORM storage and third-party cloud attestation, with FINRA levying ~$5 billion in remedies in 2023.
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Grants and Tax Credits for US and UK Digital Transformation: Funding Your Compliance
UK businesses can access Made Smarter grants up to £20,000 and DTFF funding at 70%, while US businesses benefit from the R&D Tax Credit under Section 41 and SBIR/STTR programmes.
Read more US Document Retention Compliance in 2026: HIPAA, FINRA, and SEC Requirements
Navigate the complex landscape of US document retention laws in 2026, from updated HIPAA penalties to SEC and FINRA recordkeeping mandates.
Read more Federal Grants and Programs for Digital Transformation in 2026: What US Businesses Should Know
Explore federal funding opportunities including the Technology Modernization Fund and UK DTFF grants available to businesses modernizing their document management.
Read more The US-UK E-Invoicing Roadmap: What to Prepare for Between 2026 and 2029
From UK Making Tax Digital in 2026 to mandatory B2B e-invoicing in 2029, here is the timeline every transatlantic business needs to plan for.
Read more IRS E-Filing Mandate 2026: What US Businesses Must Know About Document Retention
The IRS now requires e-filing for businesses with 10 or more information returns, with penalties up to $330 per form for non-compliance.
Read more Making Tax Digital 2026: Your Complete Guide to MTD ITSA Compliance in the UK
From April 6, 2026, self-employed individuals and landlords earning over GBP 50,000 must comply with Making Tax Digital for Income Tax.
Read more CMMC 2.0 Compliance: Why Document Management Matters for US Defense Contractors
Defense contractors must meet CMMC 2.0 cybersecurity standards, and proper document management with audit trails is a critical requirement.
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