Practical Tools

Checklist - Do You Follow These Recordkeeping Best Practices?

Good recordkeeping policies not only help protect sensitive data for your employees and business trading partners, they help Finance, too.

With proper procedures in place, your team will easily be able to access specific documentation when needed for reference, for an audit, or to address a legal matter.

In this Practical Tool, you'll discover:

  • 13 retention practices that'll help you identify areas where you may need help
  • Questions to ask your IT department about software updates and electronic data backups
  • What to do if you have "inaccessible" records

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