Retention Wizard

For small to medium companies, Retention Wizard melds corporate level retention technology, research, and experience into an affordable, innovative software solution. The result is records retention becomes a resource, rather than a liability. Whether paper or electronic, a retention schedule is the right tool for legal requirements, managing cost, and risk for the lifetime of aging business records.

Record Retention Software

IRCH record retention software is designed to be an easy-to-use software system that assists in the financial record-keeping and evaluation of information governance. The business record-keeping software draws on proven methodology and legal research and utilizes IRCH’s extensive consulting experience for developing records retention schedules in almost every industry. Our record retention software automates records retention and ensures legal compliance.




We are experts in the record keeping industry and have developed the Retention Wizard as a software program to enhance the ability of your organization to access and stor information. At IRCH, we are confident our record retention software can assist and support the effectiveness of document retention and reduce the risk with document destruction. Our Retention Wizard software makes regular updates to government information policies to secure important documents for your organization.  

What’s more, this legally-defensible, research-based retention schedule can be tailored to your organization in under an hour. IRCH does all of the work providing the retention results you need, leaving you the time to grow your business. IRCH understands that document retention is vital to an organization’s security, and we strive to provide record retention software that protects information in a controlled setting. By developing and implementing policies within our Retention Wizard software, IRCH can reduce storage management costs, and mitigate risk associated with litigation and security breaches. 

So easy!

It’s a challenge for small to medium-sized companies to find affordable, competent, experienced resources for retention information.

Enter Retention Wizard – an easy to learn, affordable resource that combines extensive legal research with business records. In less than an hour, the Wizard assembles the research and records into a retention schedule with record types, retention periods and supporting legal research. Just like that. And it’s updated regularly.

Also, with the Wizard, companies can create and implement a records program to organize, reference and dispose of business records that are no longer needed.


Retention Wizard includes:

Over 400 industry standard records categories for building Retention Guidelines.

Expert legal research for US Federal and state levels updated regularly.

Each record category is assigned default retention periods with supporting legal research.

Legal research is drawn from the IRCH Records Retention Database populated with thousands of retention laws and regulations already reviewed, indexed and assigned.

Industry-standard retention schedule report formats.

Research and software updates keep records retention schedules compliant and current.

Keeping Records Forever (NOT)

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…

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