News & Events
Stay on top of the changing information governance landscape with expertly written blogs and industry-driven webinars by Zasio experts. Our case studies show how we’ve served every industry from pharmaceutical to utilities.
You’re Probably Not Keeping Your U.S. Tax & Accounting Records Long Enough
Having a retention plan for tax and accounting records is crucial for your business. To make such a plan, organizations often consult applicable federal laws, tax professionals, and similar businesses in the industry. Under this approach, most U.S. companies consider seven years to be the proper retention period for tax and accounting records.
But by looking only to these sources for guidance, it’s easy to miss state-based requirements that your business may need to follow to avoid fines or other sanctions. One such law is 18 CCR 19141.6 under California’s Franchise and Income Tax regulations, which has a longer than...
Building a Smarter RIM Program Through Structured Problem Solving
What do finance, healthcare, and great chess players have in common? Each relies on “structured problem solving”—a systematic approach to identifying, analyzing, and resolving complex issues—to overcome their thorniest challenges.
In a world of rapidly growing data volumes, complex regulations, and vexing data privacy and cybersecurity concerns, records and information management (RIM) professionals should adopt the same approach.
Structured problem solving offers a clear, logical framework for tackling intricate issues. In finance, it helps manage investment risks and optimize portfolios. In healthcare, it supports accurate diagnoses and effective treatment plans. Chess players use it to plan their moves and counter...
JOIN US! — When Data Becomes a Record: Tackling the Master Data Retention Question
Is data a record? Traditionally, no—so it’s often excluded from records retention schedules. However, this leaves records managers without clear guidelines for data deletion. This session tackles that dilemma, offering some practical tips and tools for RIM professionals. We’ll explore how managing data effectively allows RIM to collaborate with HR, privacy, compliance, security, technology, and legal teams, breaking down Information Governance silos.
Join Warren Bean, Vice President of Technology & Product Development, and Rick Surber, Senior Consultant and Co-Manager of Consulting, for this insightful conversation.
When Data Becomes a Record: Tackling the Master Data Retention Question
Tuesday, March 25...
Contain and Eliminate: How Records Saved a Profession and How They Can Become a Liability
In 1910, the American Medical Association commissioned Abraham Flexner to evaluate medical education in the United States. The resulting “Flexner Report” favored pharmaceutical, surgery-based, and other allopathic medical practices over chiropractic, herbalism, and other less mainstream therapies of the day. The report began a period of widespread rejection of holistic health education in the United States. The AMA’s efforts were ultimately halted, however, due to the organization’s rich trail of records critical of non-allopathic care.
The Plan: Formation of the Committee on Quackery
The AMA was concerned about the rise of chiropractic care and both the cultural and financial...
Zasio Consulting Services Case Study: United Bank
Summary
United Bank began in 1839 in Parkersburg, West Virginia, and has grown to nearly 250 locations and more than 2,500 employees across eight states. It’s a full-service banking and financial institution with commercial and residential lending and wealth management solutions. As the organization has grown, it has embraced the opportunity to enhance its records management practices, addressing challenges presented by previous decentralized systems.
“There was really no records management whatsoever until I came in,” said Howard Ross, Senior Operations Manager & Vice President of Records & Information Management (RIM).
This acknowledgment marked the beginning of a proactive transformation with...
Zasio to Speak at ARMA International InfoNEXT
ZConnect
Stay up-to-date with Zasio
News and events
Product releases and updates
Conference and event announcements
Quick Links
Corporate Office
401 W. Front St.
Suite 305
Boise, ID 83702
(800) 513-1000
connect@zasio.com
A pioneer in information governance, we continue to expand our technology and consulting services to help businesses of all sizes maintain the highest records management and retention standards.
How Zasio Delivers Industry Best Recordkeeping Research
By Jake Naylor — Zasio Analyst
Ever wonder why Zasio’s research team leads the industry? They are more than just proficient legal researchers—they immerse themselves in record keeping. Collaboration with Zasio’s consulting and technology teams results in accurate, in-depth, and top-quality records management resources. Our clients receive a product focused on relevant recordkeeping requirements vetted alongside business best practices. Customer success is our sole objective, and our expertise and qualifications provide high-quality research for recordkeeping unmatched by our competitors.
Zasio Researchers Have Over 65 Years of Combined Experience in Records Management
And that’s not just years of career experience—that’s years...
Jan 14, 2025
Kickstart Your 2025: Revamp Your RIM Program!
Jan 9, 2025
Zasio Year in Review: Versatile 2025 Release Dominates Busy 2024
Zasio is delighted to look back on a busy 2024 and highlight numerous achievements for our software, support, consulting, and legal research teams. We work hard to deliver the industry’s best information governance solutions.
And that’s going to continue in 2025!
Here’s a quick snapshot of another fantastic year!
Software & Support:
Building on the success of Versatile 2023, Zasio announced this fall its next major update to the company’s industry-leading information and compliance platform — Versatile 2025.
The product’s newest features included in Release 1 leverages artificial intelligence with the Versatile Information Assistant (VIA) for more intuitive legal research discovery....
Dec 10, 2024
Essential Insights: What Every RIM Professional Should Know About Backup and Recovery
After much toiling, your new RIM program is off to a successful start. It took effort, but your records have been inventoried and categorized, and their lifecycles mapped. And thanks to some regular and creative training, your meticulously researched records retention schedule is finally in place—and is being widely followed (miracles do happen).
And the best part? Your stakeholders are no longer bashful about asking you questions—a promising sign that organizational RIM awareness is on the rise. But just as you begin basking in your newfound success, a curveball arrives: “how do our retention periods affect records in backup and...
Oct 29, 2024