Accounting firms are typically very busy, especially leading up to tax season. It may be difficult to implement new protocols or practices during the busy season, but in order to remain compliant with the law and protect your clients’ data, it’s important to have a policy in place for secure document destruction. At Citizens Business Archives, we have helped hundreds of local tax firms establish a process for document shredding that ensures all confidential and secure documents are completely destroyed. If you’re still on the fence about whether your firm needs document shredding services in Arizona, read on to explore the benefits of establishing a shred policy.
Maintain Compliance
Your firm must comply with local and federal laws and regulations regarding the protection of your clients’ personal and private information. The Fair and Accurate Credit Transactions Act (FACTA), the Graham-Leach-Biley Act (GLBA), and the Sarbanes-Oxley Act require public firms to properly dispose of client information, develop a written information security plan, and disclose and evaluate internal controls regarding document retention and destruction. Our team at Citizens Business Archives can help you develop a document destruction policy that guarantees and certifies that all private information is completely destroyed.
Protect Client Privacy
Your accounting firm controls a vast amount of private client data. This includes social security numbers, tax id numbers, addresses, financial information, account numbers, and more. When this information is printed out and available for other people to access, your clients’ data is not secure. Our team will work closely with you to design a protocol for destroying documents that contain private data and that protect your clients’ privacy.
Safeguard Your Reputation
Data theft and the loss of secure client information can destroy your reputation. Your clients will not want to stay with your firm if they don’t have complete trust in your ability to protect their private data. We can help you establish a shred policy that includes a clear chain of custody and certification of destruction to show your clients you are serious about complying with document destruction rules and regulations.
Keep Data Secure
Document shredding can keep confidential and private information out of the hands of identity thieves. If you store documents in your office, they are vulnerable to misuse, loss, and theft. Disposing of confidential documents in the trash also opens you up to theft and breach of confidentiality. Our document shredding services ensure your documents are completely destroyed and cannot be used illegally.
Schedule a Consultation for Document Shredding Services
We’re ready to help you and your executive leadership team develop a simple, straightforward protocol for document destruction. We have a proven track record of success in working with local Arizona tax firms to establish document shredding policies and guaranteeing the privacy of their client data. If you’re ready to schedule a consultation between our team and your accountant and tax preparation firm for document destruction services in Arizona, call us today at (520) 882-4434 or contact us online.
