So after putting in the years at a wirehouse and an insurance company, going independent. Just went to staples and blow away by how much more expensive all the filing stuff is. then it hit me, instead of maintaining everything on paper, having a re-writeable cdrom for all clients, and scan all the documents to that. maintain a copy on the pc, a backup copy on a storage device, and an individual client cdrom.
obviously, anything requiring original signatures... keep that.... but... is this compliace ok?
What file system do you use?
obviously, anything requiring original signatures... keep that.... but... is this compliace ok?
What file system do you use?
