Retention Wizard Overview
How do you find the right retention answers for your business records questions?
Retention Wizard melds corporate level retention technology, research and experience into an affordable software resource for use in small- to medium companies. That software is Retention Wizard which enables smaller businesses to manage the retention of their business records as a resource rather than a liability.
Small- to medium-sized businesses can produce a research-based retention schedule that shows the legal requirements for keeping…and destroying… old records. Whether paper or electronic, a retention schedule is the right tool for managing cost and risk for the lifetime of aging business records.
Is a retention schedule feasible for a small- to medium-sized business?
Now you can develop a legally-defensible Retention Schedule tailored to your organization in under one hour. An innovative software program from Information Requirements Clearinghouse (IRCH), the most experienced resource for reliable records retention legal research for more than 30 years, Retention Wizard creates a research-based retention schedule based on your responses.
Retention Wizard draws on the proven methodology used in Retention Manager, our highly successful software and legal research tool for developing records retention schedules. It also utilizes IRCH’s extensive consulting experience for developing records retention schedules in almost every industry or regulated activity.
The legal research in Retention Wizard is retention specific, includes relevant federal and state citations and regulations, is researched daily and updated regularly.
Creating a new retention schedule with Retention Wizard is easy. Updating your retention schedule using current legal research and retention periods is even easier with Retention Wizard. IRCH does all of the work providing the retention results you need and leaving you the time to grow your business.
Manage Your Record Retention
Manage risk, costs, access and compliance.
Contact Us for a Free Consultation to learn how we can resolve your records retention needs and goals!Contact Us
High performance, low maintenance. That is why I rely on the Retention Manager™ program to develop records retention schedules for clients. The prime feature is the program’s structure to select, organize and apply record keeping regulations through legal groups to broad categories of records, or retention rules.
These rules are where legal requirements and business needs are key elements of the retention decision process. Rules are easy to keep current, they promote consistencies throughout the organization and they document defensible retention decisions.
Karen Sampson, Consultant and Author