Accounting Firms are driven by documentation.  In order to properly manage clients and provide your services, a sophisticated management of paper documents, receipts, returns, coupled with electronic files, must be utilized.  Certified Records Management can help.

 

Track any, or all, information by client name, accountant or any other custom field needed making information always accessible by search.

 

Tax season means long days and endless hours.  Certified Records Management will provide you with access to your information 24 hours a days, putting information in your hands within an hour, if necessary.

 

More and more, Accounting Firms are moving to electronic document management.  Whether it is a single return, or a group of documents, Certified Records Management will help you move to the digital world with our On-Line Digital Repository.  We can complete large back file scanning projects, or scan and email a single document.  You detail your needs; we provide the solution.

 

Certified Records Management ’s destruction and Florida shredding services will ensure your firm’s document retention schedule is enforced.  The destruction of documents is a key element in an information management plan.   Certified Records Management will destroy your documents and provide you with a Certificate of Destruction upon completion.

Pick up, delivery, data protection, digital services, destruction, or a hybrid of many solutions, regardless of the needs of your firm, Certified Records Management will tailor a program for you.  We understand your business and make it our business to manage your information with care and without error.  We can manage your documents in the box; file down to the page.  Certified Records Management ’s Smart Storage Solutions ^® allow you to receive the exact solution to protect your information and your business.