Web2 – Security. Storing your own documents makes your company very vulnerable by risking important records in being damaged, stolen or getting lost. As specialists in providing secure document storage services, Cleardata’s enhanced secure sites ensure that your sensitive paper files are completely protected against natural and incidental ... WebFinancial records can include: invoices. receipts. cheques. books of prime entry. working papers and other financial documents. These records can be electronic, but they must be convertible into hard copy (for example: printed as paper copies). Even if your records are held by someone else (like your accountant or registered agent), you, as a ...
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CAS provides comprehensive and secure document storage and management, and facilities management services. For more than 20 years CAS have worked with NHS Trusts, Financial Services providers, and corporate and private clients. Our head office is just four miles from the City of London, supported by our … See more A retention policy adhered to by all members of staff is not only good business, but could be invaluable in legal proceedings. Such a policy is hardly ever a priority at the commencement of an accountancy practice, … See more As a minimum, a document retention policy should list the records to be covered. These should then be identified and categorised per type according to retention criteria. … See more Many accountants use a six-year rule for retaining client records. This includes instances where they act as liquidators for companies which have been wound up. However, we’d urge you to refer toour retention scheduleif … See more Web31 Oct 2024 · Accounting documents The retention periods for retaining a document depends on the category. Periods can range between 3-10 years for documents relevant to HMRC and Companies House; any records required by local authority licensing should be kept in accordance with their guidelines. in this instant case
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WebAccredited to ISO27001, we have industrial shredding equipment that can safely destroy documents, books, CD’s, files, credit cards, floppy disks and paperwork. If you need to find out more about the document storage services provided by Cleardata, call us today! For further details about our document storage services call 0800 046 8081 today ... WebProvide one of the documents below and make sure it's certified copy and in date (not the original, in date meaning an expiry date of less than 3 months). Identification your current passport or travel document (copies of passports should include all pages that contain signatures, the passport number and any extension dates where applicable) Web11 May 2024 · Record keeping is how you log, store and dispose of important financial information for your business. Records are: source documents, both physical and electronic, that show transaction dates and amounts contracts and other legal documents private customer and business details. new jerusalem baptist church show me the way