Old Jon
We went paperless 3 years ago for 1040s only. I have forced myself to clear out offsite storage about every 3 years. To get a discount on liability insurance I attend one of their seminars every other year. The attorney presenting said establish your policy of retention, the more the worse, make sure this is communicated in writing to your clients and do not keep anything longer than that. Information should always be returned to the client and they should always be the first source for the information no matter how bad at it they are. It is nice to have clients that are friends, but their business needs to be run well.
I am still working on training in my clients or are they training me in?????
We went paperless 3 years ago for 1040s only. I have forced myself to clear out offsite storage about every 3 years. To get a discount on liability insurance I attend one of their seminars every other year. The attorney presenting said establish your policy of retention, the more the worse, make sure this is communicated in writing to your clients and do not keep anything longer than that. Information should always be returned to the client and they should always be the first source for the information no matter how bad at it they are. It is nice to have clients that are friends, but their business needs to be run well.
I am still working on training in my clients or are they training me in?????
Comment