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Setting up Effective Records Storage

With the advent of cloud storage and file sharing services, it is likely most of your important documents are now virtually stored. But what about sensitive hard paper copies of your financial information, your important business documents, tax or bank statements? These are paper documents you might not need to access every day but are still critically important. Keeping important records in a safe remote location (like an offsite records center) can significantly reduce the risk of identity theft. Also, keeping your important files in an offsite records storage center can prevent bulky paper files from from taking up space in your home or business.
Looking to offsite your records? Here are some important steps to take.
Perform a complete audit of the files you have saved right now to determine what should stay and what should go. According to the IRS, you need to keep tax records for three years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later. Store sensitive corporate information that does not need to be accessed on a regular basis in an offsite records storage facility. This will keep your records safe and will reduce the amount of space in your office allocated to files.

Keep a Checklist

If you’re organizing your important household documents, there are generally documents that should always be accessible to you. This handy checklist from the FDIC helps you organize your documents into categories or files, like important legal documents, financial obligation and medical records.
If you’re a business owner performing due diligence can help you prevent costly fines. There are documents you need to keep on hand in the case of legal issues. This handy business due diligence worksheet will help you put together the information that may be asked of you – like affiliates, shareholder information, corporate financial documents and accounting methods.

Offsite records storage

Keeping important records stored in an offsite records facility helps with business continuity in the case of disaster. Having your employees spend valuable time retrieving and managing files causes productivity loss. Keeping your records onsite also makes your company more vulnerable to unauthorized access by employees to critical company documents. Face it, you have more important manners to attend to.
When you have audited your current documents you can then determine which documents should stay onsite and which can be placed in an offsite records facility.

Larsen Transfer Can Help with records storage

Our secure records storage facility is the perfect location to keep your important files. We offer 100% Confidentiality, 24-hour rush request, climate-controlled storage, fully secured, pest and fire protected storage. Our clerical assistance is just a phone call away. Delivery service is available on all new accounts. We will pick up files from one location and bring them to our facility for free.
Call us today!