This policy provides guidance on retention of and access to corporate accounting documents by employees. Procedures cover general retention requirements and electronic record retention.
Requests from corporate office personnel should be formerly communicated to the office manager. Requests by external parties for access to company records, or for confidential information, should not be granted before consulting your office manager. Requests for approved access to offsite information should be directed to the office manager’s administrative assistant who will coordinate the delivery of information to the requester.