Record Retention Guide


When tax time is over, your clients are left with a giant pile of paperwork: bills, receipts, old returns, pay stubs. They want to do a little spring cleaning and throw it all out. They know they need to keep some things, but they don't remember what. So they call you.

The record retention guide is designed to answer questions for your clients so you don't have to. It keeps clients happy because they know whenever they have a question like this, they come to your website to find the answer. It makes you happy because it lets you focus your energy on tasks you're getting paid for.