Training Example: Access Information Management – Review the Data, Give Your Score & Compare to the Real AI Evaluation

[H1] A Unified Way to Manage Records, Data, and Compliance
Access helps you simplify how you store, secure, retrieve, and govern information.
Access Unify® delivers end-to-end information management—from storage and digitization to governance and secure destruction. Manage your records, documents, and data with confidence.
Start Today!

Download your copy of Understanding Metadata and read on to see how it provides you with the knowledge to ensure records are searchable, secure, and manageable throughout their lifecycle.
In this eBook, you’ll learn:
The core functions and types of metadata
Common metadata management challenges
Best practices for establishing standards
How metadata can be applied during digitization
This whitepaper provides guidance you can apply immediately to improve efficiency, compliance, and control across your information environment.
Download our Guide Now

[H2] Modern Information
Management powered by
Access Unify
Today’s information management requires more than just a storage solution. Organizations need greater visibility, digital access to information, governance, and defensible retention throughout the lifecycle of their records.
Access Unify brings these capabilities together in one platform enhancing how you store, retrieve, digitize, and govern both physical and digital records.
Our Classic services remain essential parts of this ecosystem, delivering secure storage, scanning, and destruction that integrate seamlessly into your broader information lifecycle management strategy.

[H3] Access Unify
Access Unify brings every part of your information lifecycle together—storage, digitization, retrieval, governance, and destruction—in one connected experience.
Manage physical and digital records with complete visibility, faster access, and consistent lifecycle control with Access Unify.
Scan only the documents you need when you need them
Gain document visibility with integrated indexing and search capabilities
Remain compliant with records retention rules management
No billing surprises – predictable pricing, simplified invoicing, and standardized offerings built to meet your needs

[H3] Records Management
You have more and more critical information. There are increasingly complex regulations about where and how it can be stored. Our records management services will keep you compliant, and keep your information secure and accessible.
Manage physical records with secure storage and consistent lifecycle governance. Combine with Access Unify to improve visibility, delivery, and compliance across locations and formats.
Take control with 24/7 access to physical and digital files
Store all documents and other media securely and safely
Manage access by authorized users, online and in person
Defensively dispose of records that are no longer needed

[H3] Scanning and Digital Transformation
Turn paper files into digital files to clear up space, improve sharing functionality, and create a more efficient records management system.
With Access Unify, digitized files become searchable, governed assets that integrate into your information management program. It’s not just decluttering—it’s improving every aspect of your operations.
Share, collaborate, and distribute in real time
Get peace of mind with our secure online portal
Meet digital expectations of end users
Fulfill your digital transformation goals

[H3] Secure Destruction and Shredding
Have confidence that your information will be destroyed at the end of its lifecycle, no matter what format it’s in. We provide secure document and hard copy record destruction, bulk paper shredding, and electronic media and hard drive data destruction services.
Pair our NAID AAA-certified shredding services with Access Unify to ensure destruction follows the correct retention rules and supports accuracy across your organization.
Implement a recurring program with ongoing shredding
Destroy hard drives and other digital media storage confidently
Maintain peace of mind with secure chain of custody and NAID AAA-certified processes
Purge ROT files with one-time shredding services

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By combining AI-powered technology and award-winning service backed by comprehensive security certifications, Access Unify unlocks the full potential of your paper and digital-born records and documents.
Go beyond traditional records management and gain:
A secure, unified view of your paper and digital records
AI-powered box-level and file-level indexing services
Compliance peace of mind with records retention rules management
Integration with your existing document management system
Complete with a team of experts that know data is your most valuable asset. All of this and more for a predictable, flat-rate monthly subscription.
Explore How Access Unify Simplifies Everything

2004
Year Founded

190+
Locations

33000+
Valued Clients

2900+
Dedicated Team Members

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[H2] Information is your most valuable asset. It’s our passion.
Are you ready to take control of your information lifecycle? We manage documents for over 33,000 companies in North America. Let us help you manage yours.
Let's Get StartedClick here if you are a current customer

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[H1] One Partner. One Platform. Complete Information Management.
Access Unify® helps you simplify how you manage physical and digital information with one connected, modern experience. Streamline your information ecosystem with solutions that enhance how you store, retrieve, govern, and protect your information throughout its lifecycle.
Let’s Get Started

[H2] Experience End-to-End Information Lifecycle Management
Access Unify brings every part of your information ecosystem together—physical records, digital files, retention rules, retrieval workflows, and disposition requirements—into one connected platform.
You gain a modern, predictable, and unified approach to managing information across its entire lifecycle, backed by automation, governance, and real-time access that meet your organization’s evolving needs.
[H4] This is the power of Access Unify: One platform. One experience. Complete information management.

[H2] Optimizing Your Information’s Journey Through Every Stage of the Information Lifecycle
The Access Unify suite will help you manage every stage of the information lifecycle seamlessly—eliminating gaps that drain your time, resources, and budget.
Our holistic approach to information management breaks down information silos and integrates both physical and digital records into a unified system. By supporting you at every stage, we ensure you have the tools to organize, access, and protect critical information—anywhere, anytime. All with no variable billing – a predictable, flat-rate monthly subscription
With Access, you gain a complete, end-to-end solution to meet your information management needs—today and into the future.

[H3] Access Unify | Records
Access Unify | Records modernizes how organizations store, digitize, retrieve, and govern records.
Gain faster access, stronger accuracy, and consistent lifecycle control.
Rapid digital delivery and retrieval of records stored with Access
AI-assisted indexing and metadata creation
Unified visibility across formats and locations
Modern workflows that streamline daily requests

[H3] Access Unify | Energy
Analyze, visualize, manage, and unify well files, land files, core samples, maps, and geospatial data in one modern environment with Access Unify | Energy.
Search, retrieve, and visualize geospatial data
Manage and digitize subsurface core samples
Centralized visibility for operations and land teams
Gain deeper insights from your data

[H3] Access Unify | Lifecycle
Access Unify | Lifecycle automates retention, privacy alignment, and defensible governance across your information ecosystem.
Ensure every record follows the right lifecycle path.
Start a record retention program
Overhaul and improve existing retention programs
Gain privacy-aligned governance and policy-driven lifecycle actions
Clear defensibility for audits and legal readiness

[H3] Access Unify | Health
Access Unify | Health securely archives and manages EHR and legacy clinical data with predictable access, lower risk, and improved compliance.
Centralized EHR and EMR archival
Improved access for compliance and clinical teams
Reduced reliance on legacy platforms
Structured lifecycle governance for clinical data
Secure transitions during system consolidation or migration

[H3] With Access Unify | Records, you gain:
Unified records management – Manage physical and digital records together with full lifecycle visibility
Rapid digital delivery – Retrieve files quickly using fast, web-based digital access
AI-assisted indexing – Automatically classify large collections and apply consistent metadata
Streamlined request workflows – Reduce manual steps with automated routing and tracking
Enhanced access control – Manage permissions and safeguard sensitive information across locations
Gain faster access, greater accuracy, and a unified experience that supports your entire information lifecycle with Access Unify | Records.
Go Beyond Traditional Records Management with Access Unify | Records

[H3] With Access Unify | Lifecycle, you gain:
Global legal intelligence – Access continuously updated retention rules from 220,000+ jurisdictions worldwide
Automated retention schedule management – Apply retention rules consistently across physical and digital formats
Audit-ready defensibility – Maintain clear evidence trails for compliance, legal holds, and audits
Privacy alignment tools – Support evolving regulations with embedded privacy and disposition logic
Centralized lifecycle visibility – Monitor and manage the full lifecycle from creation to disposition
Gain access to world-class legal research at a fraction of the cost while improving your efficiency in maintenance of accurate retention schedules with Access Unify | Lifecycle.
Simplify Your Records Retention with Access Unify | Lifecycle

[H3] With Access Unify | Energy, you gain:
Unified access to energy data – Bring well files, land files, core samples, maps, and geospatial data into one system
AI-powered classification – Automatically organize decades of operational and regulatory records
Searchable digital archives – Retrieve data instantly through intuitive search and metadata filters
Operational visibility – Enable land, legal, and operations teams to access the same authoritative data
Faster decision-making – Reduce delays by centralizing historically dispersed and physical-only information
Gain centralized control of your land and energy records while improving accessibility, accuracy, and lifecycle consistency with Access Unify | Energy.
Organize Your Energy & Land Records with Access Unify | Energy

[H3] With Access Unify | Health, you gain:
Record retention management – Meet industry regulatory retention and disposition requirements
Robust web-based software – Responsive across devices with an intuitive, user-friendly UI
Extensive search capabilities – Easily retrieve any data from the archive and download in user-friendly formats
Powerful reporting capabilities – Generate standard and dynamic reports with built-in PowerBI analytics
Easy data accessibility – Access data directly from the cloud or your existing data systems via API
Security peace-of-mind – Your data is secured in on-premises or secure cloud environments that are HIPAA and SOC2 compliant
Learn more about Access Unify | Health

[H2] Exceptional Customer Service
Access had great customer service from day one. They made sure we got all the assistance we needed to make an informed decision on their product.

[IMG: Stephanie Baltzer]

Stephanie Baltzer

Records and Information Supervisor, Montana-Dakota Utilities Energy Service

[H2] Quality 5-Star Partnership
Always delivered on promises, and a wonderful business relationship with my Account Representatives. No problem too big to solve. Access genuinely cares about your company and needs.

[IMG: Theresa Krol]

Tracy Nichols

RIM Program Manager, Excellus BCBS Healthcare Software/Virgo

[H2] Great Team & Outstanding Support
In choosing Access after leaving our previous storage vendor – price and location was important, but not as important as delivery and exceptional customer service. I know every person that can get my boxes to my office for my customers with no hassle.

[IMG: Kanada Hardy]

Kanada Hardy

Records Lead, Ovintiv Services Energy Service

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[H2] Service and Tools You Expect
Large or small account, you are treated the same. Access has the tools you need to support your entire program, and with a customer service team that responds quickly, your job gets easier.

[IMG: Mark Macfarlane]

Mark Macfarlane

Manager, Enterprise Records Management, Cambia Health Solutions Healthcare Service

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Next

[IMG: Hide and Seek: Finding the AI Already Hiding in Your Organization]

Hide and Seek: Finding the AI Already Hiding in Your Organization

Webinars
|
1 min read

[IMG: Survival Strategies for the One-Person HIM Department]

Survival Strategies for the One-Person HIM Department

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[IMG: Flying Solo: Survival Strategies for the One-Person Records Management Department]

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|
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[IMG: The Hidden Retention Risks Inside Healthcare’s Legacy Systems]

The Hidden Retention Risks Inside Healthcare’s Legacy Systems

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[IMG: Indefinitely Maybe: The Case Against “Indefinite” Retention]

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[IMG: The Current State of AI in Intelligent Information Management]

The Current State of AI in Intelligent Information Management

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[IMG: Background Image]

[H2] Information is your most valuable asset. It’s our passion.
Are you ready to take control of your information lifecycle? We manage documents for over 33,000 companies in North America. Let us help you manage yours.
Let's Get StartedClick here if you are a current customer

[H1] Certifications & Affiliations

[H2] Certifications: Access takes a principled approach to our security and privacy practices
We continue to demonstrate a deep commitment by maintaining industry certifications and affiliations, while adhering to regulatory standard frameworks. Through continual optimization of our resources, Access utilizes a balanced posture to ensure effective standards are in place to protect and manage information for all our clients. As an industry leader, we take this responsibility seriously.
Select a program below to learn more.

[H2] Contract Security Program (CSP)
The Government of Canada’s Contract Security Program (CSP) is designed to safeguard protected, classified, and other sensitive government information as well as foreign information and assets when entrusted to external parties.
The CSP provides security screening of organizations and their personnel for solicitations and contracts with security requirements. Access Information Management Canada, ULC maintains Contract Security Program Certification status across our Canadian locations.
Learn more about Canada’s Contract Security Program

[H2] Controlled Goods Program
The Controlled Goods Certification Program plays a vital role in ensuring compliance with the examination, possession or transfer of information that is controlled domestically by the Federal Government of Canada.
The Certification Program validates standards through security planning, personnel security assessments and onsite audits conducted by the Public Services and Procurement Canada. Access Information Management Canada, ULC maintains Controlled Goods Program Certification status across our Canadian locations.
Learn more about Canada’s Controlled Goods Program

[H2] Data Privacy Framework
The EU-U.S. Data Privacy Framework (DPF), UK Extension to the EU-U.S. DPF, and Swiss-U.S. DPF requires that companies meet obligations to protect personal data. Now, more than ever, companies need guidance to ensure compliance with privacy requirements.
The assessment guides discovery of necessary information, including relevant data flows and evaluation of privacy policies and practices against relevant standards. Access partners with a 3rd party service provider to validate that our privacy program, policies, and practices meet the required framework principles.

[H2] NAID
When organizations require secure destruction of hard copy records, electronic media and computer hard drives they can rely on Access’ NAID AAA Certified locations.
NAID certification is overseen by The International Secure Information Governance & Management AssociationTM (i-SIGMA®), the industry trade association for secure data destruction and records & information management service providers. i-SIGMA enforces standards and ethical compliance for approximately 2,500 service providers on six continents and currently maintains the most rigorous and widely accepted data-security vendor-compliance certifications, NAID AAA Certification® and PRISM Privacy+ Certification®.
Learn more about NAID

[H2] NARA
The National Archives and Records Administration (NARA) is the nation’s record keeper. U.S. federal agencies or entities must certify to NARA that a commercial records storage facility meets the 36 CFR 1234 standards and secure NARA approval for its use before storing their records. If a federal agency has placed records in a commercial records storage facility, and that agency or entity has not secured NARA approval, the agencies or entities must go through the approval process.
Access has NARA approved facilities strategically located throughout the United States and continues to assess additional facilities for conformity to NARA approved security and compliance standards in response to requests from federal agencies.
Learn more about NARA

[H2] PCI-DSS
PCI DSS (Payment Card Industry Data Security Standard) provides technical and operational requirements that are designed to protect cardholder data. The requirements were designed to decrease credit card fraud by increasing the controls involved with cardholder data.  PCI DSS acts as a framework for a Merchant or Service Provider to develop a strong payment card data security process, which includes prevention, detection, and reaction to security circumstances.
Access maintains PCI DSS v4.0 attestation of compliance for the physical storage of records using standardized security measures.
Learn more about PCI-DSS

[H2] PRISM Privacy+
PRISM Privacy+ Certification® is a voluntary i-SIGMA program that allows records and information management members to demonstrate a commitment to ensuring the privacy of information. Service providers must meet the necessary specifications and pass ongoing audit regimes to ensure they are consistently complying with all necessary deliverables and regulations. This certification meets clients’ regulatory due diligence requirements.
Access continues to maintain the Privacy+ certification demonstrating our commitment to information privacy standards. Additionally, Access is a corporate member of PRISM International with team members serving in various leadership positions.
Learn more about PRISM Privacy+

[H2] SOC 2 Type II
SOC (System and Organization Controls) is the de facto standard for technology service providers to demonstrate the successful design and operation of their internal controls. A SOC-certified organization has been audited by an independent certified public accountant who determined the organization has the appropriate safeguards and procedures in place to adequately protect sensitive data.
Access Unify®, Access Classic | Services Portal, and Access Unify | Health platforms are assessed by an independent auditing firm in accordance with attestation standards established by the American Institute of Certified Public Accountants (AICPA) and in accordance with International Standard on Assurance Engagements (ISAE) 3000 (Revised), Assurance Engagements Other Than Audits or Reviews of Historical Financial Information, issued by the International Auditing and Assurance Standards Board (IAASB). The SOC2 Type II report assures clients that Access has proven its processes, facilities, and systems meet the required industry control standards.
Learn more about SOC 2 Type II

[H2] SOC 3
SOC (System and Organization Controls) is the de facto standard for technology service providers to demonstrate the successful design and operation of their internal controls. A SOC-certified organization has been audited by an independent certified public accountant who determined the organization has the appropriate safeguards and procedures in place to adequately protect sensitive data.
Access Unify was assessed by an independent auditing firm in accordance with attestation standards established by the American Institute of Certified Public Accountants (AICPA). The SOC3 report assures clients that Access has proven its processes, facilities, and systems meet the required industry control standards under the trust service criteria for security, availability, and confidentiality.
Learn more about SOC 3

[H2] Association for Intelligent Information Management (AIIM)

[H2] ARMA International

[H2] International Facility Management Association (IFMA)

[H2] Association of Legal Administrators (ALA)

[H2] International Association of Privacy Professionals (IAPP)

[H2] Association for Intelligent Information Management (AIIM)
AIIM is a nonprofit organization focused on helping users to understand the challenges associated with managing documents, content, records, and business processes. Founded in 1943, AIIM is also known as the enterprise content management (ECM) association. Access is a strong supporter of the annual AIIM educational conference. In addition, several Access team members hold leadership positions in local AIIM Chapters.
Learn more about AIIM

[H2] Association of Legal Administrators (ALA)
ALA is the Association of Legal Administrators. Founded in 1971, the organization is dedicated to providing support to professionals involved in the management of law firms, corporate legal departments and governmental legal agencies. As a supporter of ALA, Access participates in local and national ALA events.
Learn more about ALA

[H2] ARMA International
For more than 50 years, ARMA International has been regarded as the leading not-for-profit professional association and the authority on managing records and information – paper and electronic. Access is a proud corporate member and annual sponsor of the ARMA International Educational conference.
In 2013, the Access Leadership Scholars Endowment was created and is administered by the ARMA IEF. Additionally, several Access team members hold leadership positions in ARMA chapters throughout the U.S.
Learn more about ARMA International

[H2] International Association of Privacy Professionals (IAPP)
The International Association of Privacy Professionals (IAPP) is the largest and most comprehensive global information privacy community and resource. Founded in 2000, the IAPP is a not-for-profit organization that helps define, support and improve the privacy profession globally. Access is proud to be a Silver Member of IAPP.
Learn more about IAPP

[H2] International Facility Management Association (IFMA)
The International Facility Management Association is the world’s largest and most widely recognized international association for professional facility managers, supporting more than 19,500 members in 60 countries. The association’s members, represented in 125 chapters and 16 councils worldwide, manage more than 37 billion square feet of property and annually purchase more than US$100 billion in products and services.
Learn more about IFMA

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[H2] Information is your most valuable asset. It’s our passion.
Are you ready to take control of your information lifecycle? We manage documents for over 33,000 companies in North America. Let us help you manage yours.
Let's Get StartedClick here if you are a current customer