This update marks a significant step forward in records and information management, combining new features with Zasio’s long-standing focus on intuitive design and practical usability.

Building on the success of Versatile 2025, the 2026 release delivers a more user-friendly experience with a cleaner navigation bar and redesigned home screen that places your most frequently used tools (recent updates, integrated digital repositories, and personal collections of records) front and center. A new floating toolbar keeps shortcuts within reach wherever you navigate.

In another exciting update, Electronic Records Management (ERM) is now fully integrated, putting your key digital assets in the same view as physical records and retention schedules.

The new My Collections feature lets you group mixed content for audits or projects without moving records and makes it easy to share collections with others. Finally, our enhanced AI-powered Versatile Information Assistant (VIA) recommends retention schedules and citations based on user inquiries. VIA can ask clarifying questions to ensure proper context and allows you to browse recommendations before adding them to your existing retention schedule.

The desktop version will be made available for download to our on-premises customers soon. Zasio customers can keep an eye on your inbox or the Customer Portal for announcements.

Watch our new preview below!

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Earning the certification reflects Frank’s dedication to continuing to grow his expertise (especially in an area that’s quickly becoming critical for many of our clients). His expanded knowledge in AI governance further strengthens our Consulting team and it enhances the practical, forward‑looking guidance Zasio provides to organizations navigating emerging AI and compliance challenges.

Frank, who joined Zasio in 2015, brings a strong background in international financial services, banking, and regulatory compliance. He also holds the CRM, IGP, CIPP/US, and CIPM certifications and is licensed to practice law in Idaho and New York. It makes him a trusted resource for legal information governance insight and real-world application.

He most recently was a featured speaker at ARMA InfoCon in Phoenix, Arizona in October 2025.

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Two Zasio team members are hitting the road in June to share their insight into all things retention and information governance.

Warren Bean, Vice President of Technology and Product Development, and Rick Surber, Senior Consultant, will be traveling together to Bismarck, North Dakota to co‑present at ARMA North Dakota’s Annual Spring Seminar on Wednesday, June 3.

The seminar brings together records and information management professionals from across the state, and Warren and Rick will be teaming up to deliver two timely, complementary sessions that reflect the evolving realities of the profession.

Their first session, “Beyond Records: The Future is Process‑Driven Retention Management,” addresses a challenge many organizations quietly struggle with: defining what actually counts as a record anymore. In an increasingly digital, interconnected environment, the lines between data, information, and records are blurred. Together, Warren and Rick will explore how shifting the focus from individual records to business processes can improve compliance, reduce risk, and better account for personal data, complex data relationships, and growing cybersecurity concerns.

In their second co‑presented session, “Mine the Gaps: Uncovering What You Don’t Know About Your Retention Schedule,” the focus turns to the blind spots that often exist within retention programs. Drawing on hands‑on experience, they’ll walk through practical methods for identifying gaps using system inventories, engaging key stakeholders, and staying current with legal and regulatory requirements. The session also covers common pitfalls, maintenance strategies, and ways to keep retention schedules defensible and aligned with real‑world business operations.

For Warren and Rick, the event is about more than presenting—it’s an opportunity to connect with peers, exchange ideas, and learn from the challenges others are facing. Zasio is proud to support ARMA North Dakota and looks forward to meaningful conversations and shared learning in Bismarck this June.  |  Additional Details

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Versatile 2026 brings together Zasio’s industry-leading information governance solutions in a simple-to-use platform, including electronic records management, retention schedule management, and physical records management. With Versatile 2026, you choose the features you need. Whether it’s gaining control over unstructured documents, tracking boxes across multiple locations, or building domestic or global retention schedules, there’s no need to purchase separate software.

“Versatile 2026 marks an important evolution in how organizations manage and govern their information,” said Kevin Zasio, Founder and CEO. “By unifying physical and electronic records into a single, cohesive collection, we’re removing long-standing barriers and giving organizations a clearer, more complete view of their information.”

Key Enhancements

Building on the success of Versatile 2025, the updated release delivers a more user-friendly experience with a cleaner navigation bar and redesigned home screen that places your most frequently used tools (recent updates, integrated digital repositories, and personal collections of records) front and center. A new floating toolbar keeps shortcuts within reach wherever you navigate.

In another exciting update, Electronic Records Management (ERM) is now fully integrated, putting your key digital assets in the same view as physical records and retention schedules.

“Behind Versatile 2026 is a dedicated team effort centered on elevating electronic records management and enabling seamless retention across physical and electronic records,” Zasio said. “Through extensive development and collaboration, they’ve created a more unified platform where both record types function together as a single cohesive collection.”

The new My Collections feature lets you group mixed content for audits or projects without moving records and makes it easy to share collections with others. Finally, our enhanced AI-powered Versatile Information Assistant (VIA) recommends retention schedules and citations based on user inquiries. VIA can ask clarifying questions to ensure proper context and allows you to browse recommendations before adding them to your existing retention schedule.

Designed for Simplicity and Power

Unlike many applications that become more complex with each update, Zasio ensures each new feature enhances usability.

“We take great care to enrich the user experience while adding functionality,” said Warren Bean, Vice President of Technology and Product Development. “We don’t think you should have to search the internet to figure out how to use our products. It should be intuitive.”

Versatile 2026 represents Zasio’s next major update to the company’s industry-leading information and compliance platform. It’s currently scheduled for release in early May. View the Versatile 2026 feature overview video here. Questions? Visit zasio.com or email connect@zasio.com for details.

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Founded in 1987, Zasio has nearly 40 years of experience at the forefront of records management and information governance. Zasio prides itself on its ability to foster a culture of innovation mixed with long-term thinking, which translates into offering leading-edge records and information management solutions along with unparalleled support to its customers.

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Warren Bean, Vice President of Technology and Product Development, and Rick Surber, Senior Consultant and Consulting Team Manager, will co-present a session on process-driven retention management. In a separate session, Frank Fazzio, Senior Analyst on the Consulting Team, will discuss strategies for securing high-value records in the digital age.

These sessions will tackle some of today’s most pressing challenges in information governance and records and information management (RIM). In addition to these educational presentations, Zasio will be featured in the InfoCon exhibit hall, where we’ll showcase our Versatile solutions and expert consulting services.

Stay tuned. Details on presentation times, dates, and room locations will be announced soon!

The post Zasio Staff Selected to Present at ARMA InfoCon 2025 in Phoenix appeared first on Zasio.

Recent Blogs from Will Fletcher

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Versatile 2025 includes all of Zasio’s industry-changing information governance solutions under a single umbrella suite, including physical records management, electronic records management and retention schedule management.

The new update introduces numerous key features, including Zasio’s new Advanced Records Management Module and a new artificial intelligence assistant, (Built with Llama), which makes it easier than ever to search for records retention regulations.

“We are proud to welcome the next major release of Versatile,” said Kevin Zasio, Founder and CEO of Zasio Enterprises. “Versatile 2025 is a testament to our commitment to technology, innovation and providing top-of-the-line information governance solutions.”

The update also provides users with direct access to our expert in-house Records Information Management (RIM) Consultants and a direct interface to our Customer Portal, where customers can communicate directly with our support team and easily access online training videos.

“It’s difficult to convey the scope of this project,” said Warren Bean, Zasio’s Vice President of Technology and Product Development. “We’re taking 37 years of development, with all its depth and complexity, and adapting it to a modern interface that works for cloud and on-prem deployments, while also ensuring existing users don’t have to re-learn an entirely new system.”

Visit us at ARMA InfoCon in Houston, Texas Oct. 13-16, where we will introduce Versatile 2025.

“I am proud of our team’s dedication and hard work providing this significant update for our customers,” Zasio said.

Building on the success of Versatile 2023, Versatile 2025 is Zasio’s next major update to the company’s industry-leading information and compliance platform.

Questions? Visit Zasio.com or email connect@zasio.com for details.

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The soon-to-be-released software includes all of Zasio’s industry-changing information governance solutions under a singular umbrella suite.

With Versatile 2023, customers can choose the features they want whether they’re managing electronic records, tracking box locations around multiple countries, or building a global retention schedule. Customers can start with retention scheduling and add electronic records as needs and requirements evolve — without implementing a new solution.

Additionally, users can manage files on network file shares, SharePoint, Dropbox, Google Drive, Microsoft One Drive, and more. And, Versatile 2023’s architecture is designed to extend to other repositories, including databases, as additional integrations come online. Legal departments will love its unique ability to instantly show the legal drivers for any physical or electronic record.

“We built it from the ground up, taking the best of all our designs and integrated them into one seamless solution,” said Kevin Zasio, founder and CEO.

Watch a Sneak Peek of Versatile 2023 below!

“It’s powerful, sleek, modern and provides you the solutions necessary to build a robust information governance program,” Zasio said.

Whether you are looking for a desktop, web, on-premise, or SaaS solution, Versatile 2023 has you covered. For current Versatile on-prem customers eying a migration to SaaS, upgrading is easy because the Versatile 2023 suite of solutions are built on the same platform. This also means new customers can start with on-prem and switch to SaaS at any time.

After creating the first full life-cycle records management system in 1988, Zasio has kept pace with evolving technologies and expanded the Versatile suite of products, including Enterprise, Retention, Professional, and ERMS along with countless enhancements and add-ons.

“We love our Versatile products and know customers do too,” Zasio said. “But it’s important to continue innovating and driving forward.”

Warren Bean, senior sales engineer and product development manager, said the software has been a team effort.

“We have been working hard behind the scenes for this debut and it’s great to finally be able to show our current and future customers Versatile 2023,” Bean said.

A sneak peek of the product has been released, and that will be followed soon by an in-depth demonstration webinar.

Have questions? Email us at connect@zasio.com or call 800-513-1000 option 1.

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Founded in 1987, Zasio has more than 35 years of experience at the forefront of records management and information governance. Zasio prides itself in its ability to foster a culture of innovation mixed with long-term thinking, which translates into offering leading-edge records and information management solutions along with unparalleled support to its customers.

The post Zasio Enterprises, Inc. Announces Versatile 2023 appeared first on Zasio.

The integration means it’s now possible to directly manage records retention in your electronic document repositories.

“Zasio is the first company in the market to offer such a powerful solution: The ability to apply our legal research capabilities directly to electronic documents, including third-party repositories such as SharePoint, One Drive, etc.,” said Kevin Zasio, founder and president.

The process also works seamlessly with shared network folders that can have retention policies applied directly to documents. You can watch a demonstration of the process below.

Zasio has helped thousands of organizations build, maintain, and revise records retention schedules—through both consulting services and software solutions. But having a schedule isn’t enough. In fact, having a retention schedule and not applying it to your records can actually be worse than not having one at all.

“Many companies have made great strides in developing and enhancing their records retention schedule, but very few have actually put it into practice on digital repositories–making it operational throughout their infrastructure,” said Warren Bean, senior sales engineer at Zasio.

Thanks to the new integration of the Versatile software, the process, and efficiency of applying retention to your repositories become easier for you and your organization.

Have questions? Feel free to reach out to sales@zasio.com or by calling 800-513-1000 option 1.

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Zasio utilizes the Versatile System to provide its suite of records and information management SaaS solutions to customers. With an unqualified opinion for Versatile controls relative to security, Zasio’s SOC 2, Type 2 attestation report demonstrates the company’s commitment to security in delivering its SaaS solutions to customers around the globe.

To comply with SOC2, Zasio had to demonstrate that it had established rigorous policies and procedures in accordance with the Trusted Services Criteria of security.

“Zasio has made information governance security a top priority throughout our organization,” said Kevin Zasio, the company’s founder and president. “Achieving SOC 2 certification is another step in that goal.”

The official audit report provides a thorough review of Zasio’s internal controls, policies, and processes for security. It also reviews Zasio’s processes relating to risk management and vendor due diligence, as well as Zasio’s entire IT infrastructure, software development lifecycle, change management, logical security, network security, physical and environmental security, and computer operations.

The audit examination was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. System Organization Control (SOC2) is a technical auditing process performed by an independent auditor who measures the security of an organization’s unique data processing systems, and determines whether effective safeguards and controls are in place

The audit was conducted by Dansa D’Arata Soucia LLP (“DDS”), a full service CPA firm based out of Buffalo, New York. Over the past decade, DDS has built a team of auditors dedicated to understanding the AICPA’s Trust Service Criteria and how properly applying best practices to comply with this set of criteria results in risk mitigation when it comes to protecting sensitive data.

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Founded in 1987, Zasio has more than three decades of experience being at the forefront of records management and information governance. Zasio prides itself in its ability to foster a culture of innovation mixed with long-term thinking, which translates in to offering leading-edge records and information management solutions along with unparalleled support to its customers.

Stay up-to-date on Zasio by following us on linkedIn and by subscribing to our monthly newsletter.

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