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Electronic Reporting Part II – Data Protection

In these modern times, security of sensitive data is at the forefront of everyone's minds. Clients, vendors, and employees should be able to trust that their sensitive data such as social security numbers and account numbers are safe in your hands. You most likely have protocols in place within your company to maintain data security. […]

Danielle Herring

Product Manager, UPExchange To see a video interview with Danielle, please click here.

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Electronic Reporting – It's Easier than You Think

States continue to move away from paper reporting in favor of electronic reporting. First, let me describe the true difference between the two types of filings as I know many holders are confused. Paper reporting means you enter all of your owner detail into forms approved by the state. Electronic reporting means you enter your […]

Danielle Herring

Product Manager, UPExchange To see a video interview with Danielle, please click here.

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