Case Study: Town of Palm Beach achieves IRS-compliant, automated revenue bond document management with Laserfiche

How the Town of Palm Beach Manages Revenue Bond Documentation with Laserfiche

The Town of Palm Beach faced a records-retention challenge: IRS rules require keeping all revenue-bond documentation for the life of the bond plus three years (often about 33 years), and each bond can include thousands of related files. Their Tyler Eden financial system stored requisitions, purchase orders, invoices and rich-text "Notes," but its content-management features were limited — attachments could break if moved or renamed, notes saved locally instead of centrally, and only the first requisition’s attachments showed on purchase orders — making audits and long-term retrieval difficult.

By integrating Laserfiche with Tyler Eden and building Laserfiche Workflow automations, the town centralized scanning, metadata population, tagging by bond, PO/REQ linking, and automated note creation using .rtf/.lfe shortcuts. A list-file import brought ~60,000 legacy files into Laserfiche, and periodic workflows keep records synchronized with Tyler Eden. The result: fast, auditable retrieval of all bond documents, full visibility of requisition attachments in POs, secure tag-based protection against accidental deletion, and seamless user experience within Tyler Eden.

Town of Palm Beach

Chris Cartrett

Document Management Coordinator