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CPA's Guide to Email, Record Retention, Destruction

04.02.18 11:30AM – 04.02.18 1:30PM





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General Info

As organizations make ever-more use of the paperless workplace, electronic record retention presents challenges. From scanned documents of paper records to emails and instant messages, do you know which e-records you should save and which you should delete? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.
  • Coping with the unique legal properties of email
  • The need to preserve records for lawsuits
  • Sample language for record retention policy, especially electronic mail
  • Keys to addressing Facebook & other social networking communications
  • Scanning paper records: How to do it responsibly
  • What to do with dusty old paper records in the warehouse
Enable your firm and your clients to set realistic policy on the retention and destruction of records, especially electronic records.
Designed For
Accountants, Auditors, Lawyers, Legal Assistants and all other professionals and managers doing business, nonprofit or government work.
CPA Crossings, LLC
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