PII Detection and Redaction

The landscape of legal content management is undergoing a transformative change, thanks to advancements in artificial intelligence (AI). Legal entities, burdened by the immense volumes of sensitive data they handle daily, are finding respite in AI-driven solutions for managing Personally Identifiable Information (PII).

By leveraging the innovative benefits of AI-enabled integrations, Independent Software Vendors (ISVs) can improve the case management, eDiscovery, and practice management software solutions they provide to law firms by securely identifying and redacting PII more efficiently than ever.

Navigating the Data Deluge with AI

Legal practices are inundated with vast quantities of PII, encompassing sensitive documents, client records, and case-related information. The manual management and protection of such extensive and intricate data pose a significant challenge.

AI technology is revolutionizing this process by automating the identification and categorization of PII within large datasets. This minimizes the risk of oversight or human error. Machine learning algorithms, integral to these AI systems, adapt to evolving data structures, ensuring comprehensive and up-to-date protection.

Ensuring Compliance with AI

Software applications used in the legal sector are tightly bound by various data protection regulations. Ensuring adherence to these complex and ever-evolving regulations is a daunting task for legal professionals.

AI solutions are adept at automating compliance checks, significantly reducing the burden on legal practices. These tools assist in adhering to the specific requirements of different data protection regulations, minimizing the risk of legal repercussions.

Revolutionizing Document Review and Redaction with AI

The manual review and redaction of sensitive information in legal documents are not only error-prone but also extremely time-consuming.

AI-powered tools are transforming this landscape by automatically identifying and redacting PII. This not only enhances accuracy and efficiency but also maintains the confidentiality of sensitive information.

Introducing PrizmDoc’s AI Capabilities

As we look towards the future, it’s exciting to introduce PrizmDoc’s new AI capabilities in identifying and flagging PII within documents. PrizmDoc’s AI stands out in its ability to identify sensitive or non-compliant content. Its functionality, accessible via APIs, enables the creation of workflow automations that are both efficient and secure.

Moreover, PrizmDoc offers user interface tools that extend AI functionality to end-users, making it more accessible and practical in everyday legal practice.

The Multifold Benefits of PrizmDoc AI for PII

Incorporating PrizmDoc’s AI capabilities into legal content management systems can lead to a multitude of benefits:

• Reduced bottlenecks and faster decision-making processes.
• Improved efficiency in handling and managing legal documents.
• Enhanced data security, protecting sensitive client information.
• Improved compliance with regulatory standards.
• Overall enhancement in the quality and reliability of legal services.

The integration of AI in legal content management, especially with tools like PrizmDoc, is not just a step toward innovation; it’s a leap toward a more efficient, secure, and compliant legal practice. As technology continues to evolve, it’s clear that AI will play a crucial role in shaping the future of legal data management.

TAMPA, FLA. (Dec. 1, 2021) Last night, the Tampa Bay Software CEOs (TBSC) met for their quarterly social meeting at the Current Hotel in the Rox Rooftop Bar. Hosted by Accusoft, this networking event provided a great venue for discussion about attracting top talent to the area’s innovative businesses, driving growth opportunities for the high tech industry in Tampa, and sharing mutual problems and uncovering solutions.

“Our tech community and the opportunity for further innovation in Tampa Bay is growing”,  said Jack Berlin, CEO at Accusoft. “With this great collaboration of software CEOs, we can bring the local tech community together, to attract top talent, effectively communicate to our leaders what our tech community needs, and learn from each other to drive further growth.”

The Software CEO Council comprises the area’s premier businesses, executives, and entrepreneurs of Tampa Bay’s technology community. Its mission is to create the largest communal ecosystem for tech startups in the state of Florida and put Tampa Bay on the map as a beacon for innovation and success, to foster talent and fuel growth. Council companies include A-LIGN, Accusoft, Applied Data Corporation, ComplianceQuest, CrossBorder Solutions, Digital Hands, Geographic Solutions, Haneke Design, MercuryWorks, Sourcetoad, Spirion, Transcendent and Vendita.

Pictured above left to right: Greg Ross-Munro, Prashanth Rajendran, Kevin Coppins, Dan Gaertner, Chris Karlo, Shamus Hines, Charlotte Baker, Jack Berlin, Jody Haneke.

For more information about TBSC, visit the group’s website at https://www.tampasoftwareceos.com/.

About Tampa Bay Tech

Tampa Bay Tech is a 501(c)6 non-profit technology council that has been engaging and uniting the local technology community for 20 years. With over 100 companies representing thousands of tech employees – as well as thousands of students within the area’s colleges and universities – Tampa Bay Tech provides programming and initiatives to support all those in the technology space. Through their membership and partnerships, their mission is to build a radically connected, flourishing tech hub where opportunity is abundant for all. Join the TBTech community at tampabay.tech and follow us on Facebook, Linkedin, Instagram, and Twitter.

About Accusoft

Founded in 1991, Accusoft is a software development company specializing in content processing, conversion, and automation solutions. From out-of-the-box and configurable applications to APIs built for developers, Accusoft software enables users to solve their most complex workflow challenges and gain insights from content in any format, on any device. Backed by 40 patents, the company’s flagship products, including OnTask, PrizmDoc™ Viewer, and ImageGear, are designed to improve productivity, provide actionable data, and deliver results that matter. The Accusoft team is dedicated to continuous innovation through customer-centric product development, new version release, and a passion for understanding industry trends that drive consumer demand. Visit us at www.accusoft.com.

In the finance industry, managing and securing Personally Identifiable Information (PII) is a task of paramount importance, given the stringent regulatory landscape and the vast volumes of sensitive customer data handled daily. The introduction of Artificial Intelligence (AI) in financial content management systems is a game-changer, offering a more efficient, secure, and compliant way of handling PII.

By utilizing AI-powered integrations, Independent Software Vendors (ISVs) and large financial institutions developing in-house solutions can transform the way their applications protect private information in the finance sector.

Tackling Regulatory Compliance with AI

The finance sector operates under a complex regulatory framework with compliance standards specifically tailored to the protection of PII. Traditional manual approaches to adhering to these regulations are not only time-consuming but also fraught with the potential for human error.

AI steps in as a crucial tool for ensuring compliance. By automating the process of compliance checks, AI reduces manual workload and minimizes the risk of non-compliance, thereby safeguarding financial institutions against potential legal and financial penalties.

Managing Massive Data Volumes

Financial institutions are custodians of enormous volumes of customer data. Manually identifying and securing every piece of PII in this vast data ocean is an uphill task.

Here, AI becomes indispensable. With its capacity to process and analyze large datasets efficiently, AI, through machine learning algorithms, can swiftly identify and categorize PII. This provides a scalable and accurate solution to manage and protect large volumes of financial data.

Securing PII in Complex Ecosystems

The finance industry relies on intricate, interconnected systems, with PII often being shared among various entities. Ensuring the security of this data across such a multifaceted ecosystem is challenging.

AI technologies offer a unified approach to PII protection. By implementing consistent security protocols across various financial systems, AI ensures a holistic and integrated strategy to safeguard sensitive information.

Introducing PrizmDoc’s AI Capabilities in Finance

As the finance industry evolves, it’s crucial to introduce innovative solutions like PrizmDoc’s new AI capabilities. Combined with PrizmDoc’s industry-leading redaction features, these tools stand at the forefront for identifying and flagging sensitive PII within financial documents allowing for streamlined reviewing and redaction before sharing documents with other departments.

User-Friendly Functionality

PrizmDoc’s AI functionalities are accessible via APIs, allowing for the creation of workflow automations that are both efficient and secure. Additionally, user interface tools extend AI functionality to end users, making it a practical tool in everyday financial operations.

Streamlined Workflows

Incorporating PrizmDoc’s AI into financial content management systems transforms the landscape of financial operations. This technology streamlines workflows, significantly reducing operational bottlenecks and paving the way for faster and more effective decision-making processes. Additionally, it significantly improves the efficiency of handling and managing financial documents.

Enhanced Security

A key aspect of PrizmDoc’s AI is its enhancement of data security, a critical factor in protecting sensitive customer information. This integration plays a pivotal role in ensuring improved compliance with regulatory standards, a vital requirement in the finance sector. Above all, it elevates the overall quality and reliability of financial services.

PrizmDoc AI Redaction Keeps PII Secure for Financial Applications 

The integration of AI in financial content management systems, especially with advanced tools like PrizmDoc, marks a substantial stride towards more efficient, secure, and compliant financial practices. As technological advancements continue at a rapid pace, the role of AI in reshaping the future of financial data management is becoming increasingly prominent and indispensable. By incorporating PrizmDoc’s AI capabilities into their FinTech applications, developers can offer end users the ability to manage documents more efficiently without putting PII at risk.

TAMPA, Fla. September 9, 2020 – In August, Tampa Bay Tech’s Software CEO Council (TBSC) met to tackle what so many CEOs and founders are experiencing right now as the country continues to reopen. The outlook was optimistic amongst the group as all attendees reported that their businesses were maintaining financial stability and growing headcount.

During this quarterly meeting, TBSC usually gathers to discuss business ideas, philanthropic efforts, and community involvement. This meeting was a little different considering the effects that COVID-19 has had on the market.

“It’s important for TBSC to keep our meetings going, especially during a pandemic,” states Seng Sun, CEO of SunView Software. “We can rely on each other to share feedback and ideas regarding the management of new COVID-19 protocols.”

Prior to the meeting, the members participated in a brief survey about the impact that the pandemic had on their businesses.

“Across the board our CEOs reported challenges in the past several months, but I was encouraged by the optimism for not only ending the year in a positive place, but heading into 2021 with solid strategies to grow,” reported Jill St Thomas, Tampa Bay Tech’s Executive Director. “The commitment of these leaders to support one another absolutely embodies our mission of building a radically connected tech community in Tampa Bay.”

“We need to understand the way the pandemic has influenced not only our own business plans and strategies, but how it will affect the technology landscape in Tampa Bay,” states Jack Berlin, CEO of Accusoft. “We have light-hearted meetings, but we do discuss serious subjects. I took over a page of notes on ideas my peers shared, and I’m interested in implementing them across my teams.”

Members of the group in attendance included: Jack Berlin, CEO of Accusoft, Kevin Coppins, CEO of Spirion, Seng Sun, CEO of SunView Software, Ed Holmes, CEO of FairWarning, Gregory Ross-Munro, CEO of Sourcetoad, Paul Toomey, CEO of Geographic Solutions, Chris Karlo, CEO of Mercury New Media, Jody Haneke, CEO of Haneke Designs, and moderator, Jill St. Thomas, Executive Director of Tampa Bay Tech.

For more information about TBSC, visit the group’s website at https://www.tampasoftwareceos.com/.

About Tampa Bay Tech

Tampa Bay Tech is a 501(c)6 non-profit technology council that has been engaging and uniting the local technology community for 20 years. With over 100 companies representing thousands of tech employees – as well as thousands of students within the area’s colleges and universities – Tampa Bay Tech provides programming and initiatives to support all those in the technology space. Through their membership and partnerships, their mission is to build a radically connected, flourishing tech hub where opportunity is abundant for all. Join the TBTech community at tampabay.tech and follow us on Facebook, Linkedin, Instagram and Twitter.

About Accusoft

Founded in 1991, Accusoft is a software development company specializing in content processing, conversion, and automation solutions. From out-of-the-box and configurable applications to APIs built for developers, Accusoft software enables users to solve their most complex workflow challenges and gain insights from content in any format, on any device. Backed by 40 patents, the company’s flagship products, including OnTask, PrizmDoc™ Viewer, and ImageGear, are designed to improve productivity, provide actionable data, and deliver results that matter. The Accusoft team is dedicated to continuous innovation through customer-centric product development, new version release, and a passion for understanding industry trends that drive consumer demand. Visit us at www.accusoft.com.

As one of Accusoft’s core initiatives, diversity and inclusion has always been top-of-mind for our leadership and our teams. With recent events, it is crucial for us to reflect as an organization and as human beings on what we can do to better serve our community and provide a safe space for our employees to share ideas.

In response to the heightened awareness of non-inclusive behavior throughout societal structures and communities, it is our responsibility to continuously promote an inclusive community and to celebrate diversity within our organization.

As an ongoing initiative to incorporate more of our core values into our everyday work routines, several diversity and inclusion initiatives have been implemented to help our teams grow and learn from each other. Some of the most recent initiatives include an activism Slack channel, a monthly discussion on educational resources, celebration of Juneteenth, and more. 

“I believe that every one of us has some work to do when it comes to changing the societal norms,” states Jack Berlin, CEO of Accusoft. “At Accusoft, we are committed to being an active ally in that change and consistently making our work environment an inclusive place, where diversity is celebrated.”

A Celebration of Juneteenth

In celebration of Juneteenth, Accusoft hosted an information session to provide insight into the reason for the holiday, traditions, and local or virtual events in the area. It was an opportunity for employees to come together to learn, ask questions, and understand each other. 

The meeting was hosted by an Accusoft team member who put together a presentation to share the history of the day and how it can be more widely acknowledged in our society. During the discussion, several team members took part in the Q&A session, providing information and resources about related topics, asking questions, and sharing thoughts about current events. 

“Most of us still have a lot to learn so it’s important for us to create a safe space for our employees to share their thoughts and feelings – even on difficult topics. As leaders, we are committed to lead by example and be vulnerable and open in this dialogue,” says Megan Brooks, V.P. of Marketing. “As an organization, we are committed to improving the diversity and inclusion of Accusoft’s team members and continuing to grow in our approach to this core value.”

Activism Slack Channel

One of the many great initiatives that Accusoft has implemented is an activism Slack channel for any employees who want to share news, resources, and events happening in the community. The channel is booming with new ideas, providing a safe way for employees to communicate about current events and share thoughts on how these situations impact them on a professional and personal level.

“The activism channel was created to give people a place to freely express their views, learn from one another, and figure out ways to help our community,” says Christine Hairelson, Sr. Director of Human Resources. “We were hearing that people wanted to get involved, but didn’t know how to help. This channel provides a platform for us to discuss, share, and learn about ways we can take action at home, in our workplace, and throughout our community.”

Educational Resources & Discussions

In addition to the Juneteenth meeting and the activism Slack channel, Accusoft is raising awareness around diversity and inclusivity by providing a safe community for resource sharing including books, podcasts, movies, music, and more. Once a month, the community meets to discuss these resources.
“When we first started planning these meetings, we wanted to choose a resource that would help us talk through some of the difficult topics that we are facing as a society,” shares Tracy Schlabach, Sr. Manager, Product & Customer Marketing. “The book, Blind Spot, was chosen to be the first resource we share together because it explores our innate biases with an Implicit Association Test. In our first meeting, we discussed the test and our results. We explored how we each felt about those things and are working to be more aware of what we encounter on a day-to-day basis. It’s really eye-opening.”

Reaching a Base of Diverse Applicants

While Accusoft has always valued diversity, there is room for improvement in scoping out a wider talent pool. Accusoft is reviewing its resources for talent sourcing and exploring new ways to bring in a more diverse talent base. Whether those initiatives mean getting involved with universities to inspire and motivate women to pursue careers in technology, or widening our reach to offer more flexibility when it comes to working remotely in different parts of the country, Accusoft is currently reviewing its options for increasing diversity on its teams. 

“Accusoft has always prioritized diversity and inclusion in its hiring processes. With recent events, we wanted to explore what we could do better to expand our pool of diverse applicants and identify diverse panelists for interviews, says Khristina Jones, Corporate Recruiter at Accusoft. “We want to make sure that our culture is not only inclusive, but representative of our core values and beliefs.”

At Accusoft, we value diversity and inclusion as one of our core values. We are consistently working to improve our policies, procedures, and involvement in our community as we evolve. We remain committed to providing a safe environment for our employees and standing alongside them as we all advocate for a better future.

Streamline Forms with Automation 

Forms are part of everyday business activities. Whether you work in insurance or healthcare, retail or staffing, forms are necessary to get the job done. One of the biggest struggles of forms is their manual nature. Software tries to streamline the collection of data, but often you’re still left scanning information and manually storing files on a drive for later use. 

However, digital forms aren’t exclusively available for the companies making the big bucks. Forms automation software shouldn’t be expensive. Docubee helps small companies and big businesses alike streamline their workflow processes with an economical, eco-friendly, and efficient solution.

The Economical Advantage

Digital forms processing helps users save money by enabling them to create smarter forms, use less paper, and minimize the time it takes to collect data.  After creating a form, use it as a template. Save time and money by eliminating the manual recreation of forms. 

Docubee helps users stay on top of tasks and track their progress. Eliminate hours spent sifting through spreadsheets and automate progress tracking to prevent bottlenecks in your business process. As a no-code workflow tool, Docubee can map, replicate, and update business processes in minutes, proving to be highly economical.

Companies using Docubee find the transition to form automation an economical one that leads the company to success. Employees focus on innovative processes instead. Chad Otar Forbes Councils Member states in his article, How Automation Can Help Your Small Business: “The approach to automation, constantly looking for ways to incrementally improve and automate your business, is the slow and steady path to success. It also allows you to track and optimize each new effort without feeling like you have to overhaul your business from head to toe each time.”

The Efficiency Gains

When you create a standard form and map out your business process workflow, you’re creating a more productive work environment for your team. Docubee’s Fast Form Creator helps users create reusable forms, route them to the appropriate party, track progress, and reduce manual paper-based data entry. 

Docubee populates documents from data in web forms and other system databases making the outcome efficient and timely.  Docubee’s dynamic web forms enable companies to automate their processes with the use of mobile-friendly web forms. This process creates a faster turnaround time and higher form completion rates.  

According to TechFunnel, Human Resource Departments “… often fail to engage new candidates and potential employees well enough, while automated software can help not only use data to find better-qualified candidates, but also support collaboration between management and HR. IT also helps better monitor and track all recruitment and onboarding activities.” 

Digital vs. Physical 

Saving the planet from unduly waste of paper is a major concern for most companies.  Docubee helps eliminate paper waste by storing all data in a digital format. Forms processing is expedited by the use of Docubee’s digital signature feature. Using this tool, users can track the progress and approval of forms. Digitally sign documents anytime, anywhere, on any device, and stop using fax machines or scanners to process your signature. 

According to  Business Guide to Paper Reduction:  “There does not need to be a distinction between paper reduction efforts that are good for the environment and good for the bottom line. The two even amplify each other – while cost-savings will be the most tangible benefit, a reputation for being environmentally conscious can also be good for business.” Point blank, Docubee eliminates this waste as it helps companies succeed as an environmentally conscious partner.

Economical, efficient, and environmentally friendly, Docubee is a business process automation tool that every growing company can use to build and process forms easily. With its adaptability and ease-of-use, Docubee provides an economical and efficient way for companies big and small to automate their processes.