Select Page
For More Info: (888) 388-2276
Tech Support: Click here

Comprehensive Document Scanning and Management Solutions for Labor Unions

Streamline Union Recordkeeping and Ensure LMRDA Compliance with CASO’s Document Scanning and EasyFile Document Management Solutions

CASO Document Management provides specialized Document Scanning Services and EasyFile Document Management Solutions designed to meet the unique needs of labor unions. With locations in New York City, Pittsburgh, San Antonio, and Austin, CASO brings extensive experience in document digitization and secure recordkeeping, ensuring unions across the United States can efficiently manage and access their records while remaining fully compliant with LMRDA requirements.

Labor unions handle a significant volume of essential records, from membership data to financial statements and meeting minutes, as mandated by the Labor-Management Reporting and Disclosure Act (LMRDA). Accurate and secure document management is crucial not only for LMRDA compliance but also for effective representation, contract negotiations, and internal administration. CASO’s EasyFile Document Management Solution offers unions a centralized, secure repository for scanned documents, with advanced search capabilities and streamlined record retrieval to enhance day-to-day operations.

Why Scanning, Digitization, and EasyFile Matter for Labor Unions

Labor unions are responsible for extensive record-keeping, from membership data to financial records and meeting minutes, as required by the Labor-Management Reporting and Disclosure Act (LMRDA). Maintaining accurate and secure records is essential for LMRDA Compliance and is critical for effective representation, negotiations, and administration.

With CASO’s EasyFile Document Management Solution, unions can securely store and easily access all scanned documents in one centralized location, ensuring quick retrieval, advanced search capabilities, and full compliance with recordkeeping requirements.

LMRDA Recordkeeping and Document Retention Requirements for Unions

Under the LMRDA, labor unions must retain financial records and election-related documents for up to five years. Union officers, including the president and treasurer, are responsible for adequate union document retention and management. Required records include:

  • Receipts and disbursement journals
  • Cancelled checks, bank statements, and vouchers
  • Internal union financial reports, payroll records, and meeting minutes
  • Membership records, tax documents, and grievance histories

Additional records include:

  • Credit card statements and itemized receipts
  • Member ledger cards for both current and former members
  • Union financial records and supporting documents
  • Health and safety compliance records

By digitizing records and storing them in EasyFile, labor unions can ensure compliance with union recordkeeping laws, improve document accessibility, and reduce the burden of physical document storage.

CASO’s Document Scanning, Digitization, and EasyFile Services for Unions

CASO’s Labor Union Document Scanning Services and EasyFile Document Management Solution are tailored to meet the needs of unions, focusing on:

  • Secure digitization of union documents for better compliance and management
  • Indexing union records for easy search and retrieval within EasyFile
  • Secure, centralized document storage in EasyFile to support ongoing union recordkeeping requirements

Many unions have trusted CASO to digitize millions of records, converting microfilm and paper documents into searchable digital formats. With EasyFile, these records become accessible, searchable, and securely stored, significantly reducing the time and cost associated with union document management and file retrieval.

Sample Labor Union Document Retention Periods

Labor unions often require long-term document retention. Here are some examples:

  • Financial Records: 7 years
  • Collective Bargaining Agreements: Permanent
  • Union Grievance Files: Up to 7 years post-resolution
  • OSHA Compliance Records: Up to 30 years after exposure or termination
  • Payroll Records for Unions: 7 years

Benefits of Digitizing and Storing Union Records in EasyFile with CASO

Unions that digitize and store their records with CASO and EasyFile gain benefits like:

  • LMRDA Compliance: Meet all union record retention and document storage requirements
  • Efficiency: Rapid union document access reduces administrative burdens
  • Cost Savings: Lower union recordkeeping costs through a streamlined digital solution

CASO Document Management is committed to helping labor unions with document scanning and EasyFile document management solutions for all compliance, retention, and document management needs. Reach out to us to learn how our scanning and EasyFile services can support your union’s recordkeeping and compliance efforts.

“EasyFile has been a win for our clients and CASO. We deliver more robust document scanning/processing solutions at a lower cost and faster than ever.”

Dr. Lana Tamaro, CEO of CASO Document Management

Download the Case Study

Get a Quote

Fill out the form below to get in touch with us. We’ll get back to you right away.

Other contact options:



888-719-0065

Contact Us to discuss more about our Mailroom Scanning Services
CASO Document Management