Customer Master File

Managing Resale and Exemption Certificates

Imagine going into a large home improvement store and purchasing lumber for a project. At check-out, you tell the cashier that the lumber is for a local church, and therefore you're exempt from

Financial Institutions and the Patriot Act

On October 26, 2001, President George W. Bush signed into law the Uniting and Strengthening America by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism Act of 2001 (the USA

Managing Customer Data

Customers are the single most necessary element to any business, so it is vital to maintain accurate, up-to-date information on every one of them. The most efficient tool for keeping track of… Read More