Accounting Firms Must Shred

Document destruction is important for all kinds of businesses. From government associations to human resources departments to the healthcare industry, destroying sensitive and private information is absolutely essential. Accounting firm are no different. Whether large or small, accounting firms are tasked with reviewing and thus taking partial ownership in a wide range of very sensitive materials. Data and information given to accounting firms is released with the agreement that this material will be protected and kept safe. If the personal information given to an accountant is released, not only is the accounting firm held responsible, but the client is put at serious risk.

Tax season is a very busy and stressful time for any type of accountant. As such, it is during this time that things start to slip through the cracks – document destruction cannot be one of those things. Accountants store information both digitally and in hard copy form. Having a steady document destruction strategy in place is essential for protecting the client’s most sensitive information and also for protecting the accounting firm as a whole.

The following items must be destroyed appropriately through shredding:

  • All banking documents/statement
  • Accounting reports
  • Payable invoices
  • Pay stubs
  • Deposit records
  • Withdrawal records
  • Personnel files
  • Check requests
  • Canceled checks
  • Account receivable documents
  • Old checkbooks

Hiring an outside company to come in is the most strategic way for accounting firms to ensure that they are protecting themselves and their clients. There is no room for error when it comes to the data and information that an accounting firm must protect. Make sure to consult with a trustworthy, reputable paper shredding company to safeguard your company as well as your clientele.

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