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Dealing with confidential electronic documents

Practically Perfect PA

A few years ago I wrote a really detailed blog about dealing with confidential electronic documents and paperwork. Today, I thought I would write an update on my blog from a few years ago and concentrate on electronic documents. Here are my ten top tips on dealing with confidential electronic documents.

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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

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Tailored Procedures Documentation: Tools and Techniques for Every Learning Style

All Things Admin

In the world of process improvement, documented procedures help facilitate operational efficiency. Whether it’s scribbled notes or complex digital files, the importance of procedures documentation cannot be overstated. Having procedures in any form is better than having no documented procedures at all.

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3 Ways to Create a Better System for Information Management

All Things Admin

As administrative professionals, managing large amounts of information efficiently is crucial for ensuring smooth operations. Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. Here are two examples of this.

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IRS poised to allow e-filing of Form 941-X

BMT Office Administration

The IRS and the National Taxpayer Advocate have been going at each other hammer and tongs over the mountains of paper forms the agency still processes. Earlier this year, it kicked off a new scanning process for Form 940. It says by next winter’s filing season, you should be able to e-file Forms 941-X and 945-X and amended Form 940.

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The Best Ways to Use CRM Forms

Jen Lawrence

CRM (client relationship management) forms are one of the most effective ways to gather or share information with a client. When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . What do I mean by “forms”?

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4 Things to Consider Before Working with a Virtual Financial Adviser

Success

One chief benefit of moving to a virtual wealth management model is convenience. Although virtual wealth management might have improved reach and availability, it hasn’t changed the wealth management strategies clients receive. Making Sense of Virtual Wealth Management. investment documentation, tax info) beforehand.

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