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info@filevaultusa.com
839 Exchange Street
Charlotte, NC 28208
704.392.6269
704.395.2699

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REVIEWING RETENTION SCHEDULES

FileVault can help you classify and determine how long to store your documents according to corporate policies as well as legal and tax requirements.  Our consultants will:

• Begin with a physical review of all documents
• Conduct personal interviews with members of your staff to determine their information needs
• Identify records that should be stored, which can safely be destroyed, and make recommendations to help design a filing system
• Help devise a retention schedule (or update an existing one) to manage your records on an ongoing basis
• Prepare a comprehensive Records Management Program Manual outlining your records management and retention program (employee training sessions are also available)
• Audit and review your records management and retention program on a yearly basis to ensure it is functioning properly and is up to date with changing compliance regulations.