Document shredding for Accountants & CPAs
Tax preparers and accountants are financial institutions under the Gramm-Leach-Bliley Act, and the FTC Safeguards Rule requires customer information to be securely destroyed within two years of last use unless you have a reason to keep it. Every return in your storage room has a Social Security number on the first page.
Who this is for
CPA firms, tax preparers, bookkeepers, enrolled agents and financial advisors.
What needs shredding
Client tax returns and supporting documents, W-2s and 1099s, bank and brokerage statements, payroll records, engagement letters, and years of working papers.
The rule that applies
GLBA — and the certificate of destruction that documents you followed it.
What we recommend
A post-tax-season purge in May or June is the natural rhythm: everything past the seven-year mark goes in one visit. Add a console for the daily flow of drafts and client documents, and you are covered year-round.
Recurring service · Purge shredding · Certificate of destruction
Questions we get from accountants & cpas
When should we schedule?
Most firms purge right after April 15 and again in the fall. Book early; May fills up.
Do you handle client boxes returned to us?
Yes. If clients drop old records at your office, we will shred them with your purge.
Can you give us documentation for our WISP?
The certificate of destruction lists the date, volume and method, which is what the written information security program calls for.
Ready to set up shredding for your accountants & cpa?
We quote in writing before anything is scheduled.