Files

Get help with your assignments and share your favorite organizing techniques.
taqorganized
Posts: 10
Joined: February 28th, 2017, 5:23 pm

Files

Unread postby taqorganized » April 17th, 2017, 7:26 pm

Last summer I did a major filing job for a small business in my area. I do maintenance every other month. I have run into a small issue. The owner of the store, a trophy shop, is holding on to really old files. Not for tax purposes or anything like that. She is keeping them in case a return client wants work done that was done in the past. That way she has easy reference. Going back five years, to me, should be fine. However, she's got files that are 15+ years old. I don't think she needs to go back that far. Any suggestions?
jlvssr
Posts: 1
Joined: April 9th, 2017, 9:15 am

Re: Files

Unread postby jlvssr » April 17th, 2017, 9:19 pm

Would scanning/creating electronic copies be an option?
taqorganized
Posts: 10
Joined: February 28th, 2017, 5:23 pm

Re: Files

Unread postby taqorganized » April 22nd, 2017, 12:19 pm

I asked the client. At this point it is a thought, but nothing definite yet.
Lorna
Posts: 5
Joined: December 29th, 2016, 2:12 pm

Re: Files

Unread postby Lorna » May 6th, 2017, 4:02 pm

Depending upon the volume, have you considered asking your client about storing with archive company? A fee, but safe. Also, by law you don't need to keep anything past six years. Hope this helps.
taqorganized
Posts: 10
Joined: February 28th, 2017, 5:23 pm

Re: Files

Unread postby taqorganized » May 11th, 2017, 4:45 pm

Thanks for your input Lorna. She's holding on to them at this point because she may be selling and wants the new owner to have the files in case they need them. I'm going to wait and see what happens and go from there.

Return to “Professional Organizing”

Who is online

Users browsing this forum: No registered users and 1 guest