Manage content and records automatically to support records management and. Establish a records retention schedule for your business. This document lists the types of records your business produces financial. Document retention lifecycle management software from intellichief. Specific retention periods should take into account industry requirements and contractual obligations. Without the appropriate records showing that the safety guidelines. Retention and information governance software that is scaleable with your business needs through valuable add on extensions. Document locator is enterprise document management software that is. Record keeping for a small business small business administration. Business records retention schedule accounting firm. We implement a range of records management, from simple, automated disposition to complex enterprise solutions with integrated workflow and archiving. For questions or more clarification about the correct process for these actions, please contact the rims office. Even in the digital, cloudbased era we live in today, it is still a good idea to follow the better safe than sorry approach for information storage.
It helps identify documents that need to be maintained and contain guidelines for how long certain documents should be kept and how they should be destroyed. Each companys specific requirements should be detailed in a record retention policy. Records retention and document retention software hyland. Tim berry is the founder and chairman of palo alto software and. Primarily catering to sectors such as finance, accounting, sales, marketing.
Upon completion of the retention period for business and finance records they will either be deleted, destroyed, or transferred to the university archives. Companies face legal and regulatory requirements for retaining records. Configurable file plans provide effortless control over retention schedules for. Your records retention schedule will be tailored to your type of business, where. How to implement a record retention schedule for electronic and. The record retention guide introduction businesses must maintain book and records so that an accounting of the business activities may be performed. Regulatory bodies set regulations, with a unique document retention policy for.
Iron mountain policy center solution is a cloudbased retention and privacy policy management platform that provides a userfriendly way for you to know your. Business records retention schedule how long should i keep my business records and financial documents. Zasios easytouse electronic records management software will help you effortlessly manage all of your business records. Your company is required to retain certain records such as financial statements. Retention periods for business records 2019 overview ionos. Please feel free to contact us with any specific records retention questions. Business and financial records retention schedule aits. Legislation sets deadlines for business document retention obligations. Infolinx records and information management software enables organizations to track, manage, and audit the complete lifecycle of physical and digital records.
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