One of the biggest mistakes companies can make is holding on to records and business documents that they are no longer required to retain. Older documents- especially documents that provide critical information- can expose your company to legal liabilities, and increases the chance that documents with sensitive information are accidentally thrown away.

We dedicated this section to explain the advantages and necessity for including a document retention schedule in your document management plan. Learn more about what to save, what to shred, and why maintaining a document retention schedule is critical for your business.

Why a Keep All Policy Creates Legal Liability

Overtime businesses accumulate large volumes of documentation. Employee records, accounting documentation, customer information, human resource files, and much more piles up. Each business handles these documents differently. A seemingly simple (and very common) way to handle this paperwork is to file each document away for records keeping purposes once...

Document Retention – What You Should Know

Documents and records are the lifeblood of many businesses. Some businesses have more documents than others but we rely on documents and records every day to record events within our businesses. Some industries have more paper documents than electronic documents and other industries are vice versa. Not only do...

Document Rention Rules and Shredding

Congratulations on completing your taxes. Hopefully it did not come along with a large amount due. But it likely came along with a large folder of documents. Some you needed for taxes this year, some may be later in future years, and some can be shredded today. Many people are...