A Note from Corodata??

Happy New Year! As we turn the page to 2025, we want to thank you for trusting Corodata throughout 2024. Now’s the perfect time to sort through last year’s paperwork, archiving what’s no longer needed daily and considering secure offsite storage to declutter and protect sensitive information.

At Corodata, our mission is to help your business run more smoothly—freeing up space, safeguarding data, and simplifying records management. Let’s start the year strong together, ensuring your documents are organized and secure.

Here’s to a streamlined and successful 2025!?

Warm regards,

The Corodata Family

Here’s the playbook:

1. ??Sort and Label: Organize files into categories like payroll, HR, sales, and finances, labeling boxes or digital folders for quick identification.
2. ??Keep What’s Needed: Retain 2024 files you’ll need for closeout or ongoing business activities close by.
3. ??Use Active Storage: For files you might need on short notice, offsite storage providers like Corodata offer easy retrieval with just a few clicks.
4. ???Purge the Clutter: Follow document retention guidelines to decide what to keep (tax returns = forever) and what to securely destroy (expired insurance = 3 years).

Pro tip:

An annual retention plan ensures your business runs lean and secure while keeping critical documents accessible.?

Download Our Free Retention Guideline ?