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Post Info TOPIC: to store clients docs or not to store clients docs!
lor


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to store clients docs or not to store clients docs!
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I have been asked by a client today, whether I would like to store their docs for them until they are required again next yr, what do you folks do?

I have done all the required work now, but they have asked me this qu and I wondered what would be the best thing to do and what are your views on this?.

 

 



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Flex Accounting Services


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Hi lor, I always save everything, but rather than keep paper versions (and filling my office up !) I scan all paperwork into my computer and take regular back ups. This way the client gets their paperwork back and I have scanned copies that I can retrieve if and when necessary in the future.

Hope this helps

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Beverley Flanagan MICB, CB Dip, PM Dip.
info@flexaccounting.co.uk
www.flexaccounting.co.uk
BackOfficeGroup


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Once you have finished with the paperwork, I would give it back. Only keep what you need, which is generally back ups of the comp system, if they use one.

If they want you to keep it, charge them!

P

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LizB


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I would agree with BackOffice.
All my clients are computerised - either Sage, Quickbooks, or just Excel spreadsheets.
I keep copies of everything computerised, but as for the paperwork, it just takes up too much storage space to keep for the required 6 years plus. If they really want you to have it, (and you can spare the space) then charge them. (Don't forget you'd need to have the correct insurance as well - just in case it was somehow lost / destroyed whilst in your possession!)

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lor


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Thank you for your responses, I have decided against storing clients docs. If something did happen I realise now that I wouldn't be insured against it and also it would probably mean having to purchase filing cabinets, which I don't really have enough room for in my home office, thank you for your answer and clearing that one up!

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