Everything you need to know about document retention in one place.
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Destroy Your Client Files Under a Records Retention Program
Destroying client files under an appropriate retention policy may be legally permitted, protect the clients’ interest, etc. Most attorneys elect to keep their client files forever, believing that this reflects their legal duty to protect client interests. Some believe that client files belong to the clients…
Legal Requirements for Records Retention: The Three Year Presumption
Records managers will often encounter statutes and regulations which state that certain records must be maintained. A large number of records managers are responsible for researching and analyzing legal requirements for records maintained by their organizations. The process of performing…
Keeping Records Forever (NOT)
Record retention is a question in almost all offices. And as a result, offices tend to hang onto records far too long. What are tax records? Skupsky defines them as everything that supports the tax return, such as records of income, expenses, property, and investment…
3 Risks Associated with In-House Document Destruction
In our modern age, with fraud and identity theft on the rise, it is increasingly important for businesses to destroy documents correctly and in accordance with document retention laws....
How Long Should You Keep Business Invoices?
As a business, you are required to keep and maintain certain documents. Among those are invoices, both payable and receivable. Keeping good records of these and all other financial documents that...
7 Reasons Every Workplace Should Have a Document Retention Policy
Establishing a document retention policy in effect is now more important than ever. A retention schedule can help to keep large amounts of documentation and data that every business has organized...
Records retention
How Long Should You Keep Business Invoices?
As a business, you are required to keep and maintain certain documents. Among those are invoices, both payable and receivable. Keeping good records of these and all other financial documents that...
Law and records management
Legal Issues in Records Retention and Disposition Programs
Legal Issues in Records Retention and Disposition Programs by Donald S. Skupsky, JD, CRM, FAI A records retention program traditionally has been developed to enable an organization to...