What Binding Works Best?

If you need to bind documents for your business or hobby, you will discover that there are different binding types. How to choose? After all, once you invest in  a binding machine you are committed to that binding type. Here are some tips to follow for deciding what type of binding works best for you.



Comb binding is less expensive that other types of binding and one of the most popular ways to bind documents.  It’s the right choice  if you need pages in your bound document to lay flat. For example, a sales presentation that you need to lay open on a desk top to show a potential client important details. Also comb binding lets you remove or add pages. For restaurants, this is a easy way to change a menu without having to start with a brand new document.


Wire binding on the other hand creates a tamper-resistant, permanently bound document. If you are creating a document that is destined to stay the same, than a wire binding machine is your best choice. Rely on wire binding for creating customized calendars, or family photo books. Wire binding is also great for creating internal office manuals that need to hold up to constant handling. Like comb, wire bound documents also display flat, making them equally useful for presentations. But wire binding is much stronger, so that lasting hold on pages ensures that the document you create will be around for awhile.


If you need to produce the most professional-looking documents, thermal binding may be your best choice. Thermal, or perfect binding, produces that book-like finish, free of punch holes. This approach is great for high end presentations. If you are making annual reports or a brochure that represents your company, a thermal bound document can deliver an impactful impression.

Unlike comb, the pages of thermal bound documents cannot be changed. So the document you create is permanent. Also both comb and wire offer a flat display advantage that thermal bound documents do not have. Essentially, high quality and a lasting impressive look is what will draw you to thermal binding.


Do You Have What it Takes to be a Digital Nomad?


Working independently seems like a dream for many who are stuck in a cubicle 9 to 5. But with the perks come other demands that may need be so dreamy.

Personal discipline

The 40 hour work week is actually scheduling our work performance. Regimentation allows us to focus on projects without worrying about time or productivity. As a digital nomad, you need to be able to create your own personal performance structure. In other words, digital nomads create their own timeclock, setting personal deadlines for projects, defining how long a project will take to complete and making sure time working at home is time well spent. Working from home is full of distractions, after all, from kids  to chores, to the lure of unchecked leisure time. Disciplined digital nomads know when to put everything else on hold for work.

What Would a Digital Nomad Take to a Desert Island?

Tablet Gear

Smartphone Gear

Laptop Gear


Ability to work anywhere

The home office can be comfy, too comfy sometimes.  Away from the corporate cubicle, the home office can easily become more than an office, a personal sanctuary that appeals to our comforts, but may also weaken our ability to address challenges. Digital nomads pride themselves on being able to work at cafes, airports and even unfamiliar office environments where they may need to temporarily set up shop. Digital nomads thrive outside their comfort zone.

Working independently is also working alone

Being an independent worker seems like the perfect fit for a free spirit, but working independently can also mean being less connected to the home office team. Far from daily meetings and brainstorming, digital nomads may need to become less reliant on others for the completion of tasks and more dependent on themselves for essential information. This doesn’t mean that digital nomads are working without others, just that the lines of communication become less robust with their distance from headquarters. The availability of  other office associates in a corporate environment can mean face to face coordination to prevent misinformation, as well as the ability to maintain real time consistency in a project’s timeline performance. The remote factor increases the risk for miscommunication and mistakes.  Digital nomads know this and manage a strict schedule of confirmation emails and conference calls to ensure their place in  the successful completion of a project.

Making Your Office Move Easier


Get expert advice on your office move from our Guest Blogger Karen Warner, Corporate Moving Specialist

The office move can be more stressful than any client presentation. So much to think about and plan. To avoid mishaps, delays and most importantly, the continuous stress, use a moving timeline.

Making a Forecast

Knowing how early to begin preparing for a move starts  with understanding how much needs to be moved and when. Use the square footage of your current office space to determine how much time you will need to pack up. Once  you have a clear goal determined, you can begin the planning process and create your timeline.

Get A Free Office Move Timeline Template 

Questions to Ask about Your Office Space


What will your new office space needs be? Here are some important questions to ask yourself and other decision-makers.

  • Will you need the same amount of space?
  • Will you need more?
  • Will you need less?
  • What is your budget ceiling?
  • What is your location range?

Once you define these parameters you can begin scouting for future sites. Use a combination of resources to find properties. Use commercial realtors but also do your own search using commercial real estate websites. Even your drive to and from work can be an opportunity to identify future office space. Within the first month, you should have at least 10 potential properties that meet your criteria. Begin setting up appointments to tour these properties.

Determine Potential Property Candidates

As you begin touring potential properties, use a star rating to determine their possibility of a future site. One star can be an absolute no, 2-3 stars can be a maybe and four and five can be  your best candidates. Keep notes on why you gave this rating so you have a clear rationale when you report back to decisions-makers.

Use your star rating as a guide to short list your properties. Do not rush to select a location right away. Things can change and you may find yourself with no other alternatives. Keeping several properties on your short list keeps your options open while you begin space planning.

Space Planning

Confer with the new landlords to determine how your workspace needs will fit the space requirements of the new building. Landlords will usually provide at their cost a space planner to assist with the evaluation. This step will also help clarify the best possible future worksite.

 Get a Free Office Space Property Analysis Template

Requests for Proposal

By month four you should be submitting requests for proposal. By now you should have two or three sites in consideration.

The proposal will help the landlord address specific issues for the location. Your Request for Proposal may confirm items such as:

  • the actual square footage you are leasing
  • the lease term
  • the lease commencement date
  • building operating expenses
  • expansion possibilities
  • security
  • parking
  • options to extend the lease

Nail Down a Location

By now you should have enough information and confidence to choose your future site. Don’t be afraid to negotiate the lease terms. Landlords may be willing to make accommodation to fill the space or offer building amenities in exchange for longer lease terms. A signed lease is the launching pad to begin preparing for the office move.

Hiring the Moving Company

Your first impulse when considering movers is to contact the same company that moved your house. Commercial movers are more familiar with moving office equipment and more experienced when it comes to ensuring everything goes where it needs to go in the new office space. Get your quotes from commercial movers and narrow your list down by price, experience, licensing and insurance verification, as well as your overall confidence after a face to face meeting.


Moving Company Proposal Summary

Use this moving company proposal summary to define the right commercial and estimate your moving inventory.


Get Your Own Moving Supplies- Order Moving Supplies in One Easy Step 

Tape Free Moving Boxes Allow for Easy Packing and UnPacking

All movers will want to upsell you moving supplies. But you can get your own at a much more reasonable price (always remember your moving budget!) Plus, there are other factors to consider:

  1. Moving boxes are often leased for a move. The moving company will want them back after the move, rushing your unpacking process.
  2. You may want to keep some things in long term storage and you may want to keep those boxes.

Quick Tip: Order All Your Supplies At Once So You Don’t Forget Anything.

Organizing Other Employees

Make sure employees are staying on schedule while packing. Some may be more efficient than others and you may be the only person to compel action.



Moving Day

Everything should be ready to go on moving day. Make sure your destination is also ready to ensure an easy and stress-free move.

Choosing the Right Laminator to Fit Your Classroom


Laminators are essential to teachers. However, laminators come with many different features and in many different price ranges. How can you decide when a more expensive laminator has more bells and whistles than you need? Or when a low priced laminator not up to the laminating demands of your typical school day. Here are a few questions educators can ask themselves to better select a laminator that fits their classroom.


Having a laminator that heats up faster or laminates at a faster rate may seem like a luxury, but it can be worth the extra cost. These efficiency features help you get your laminating done a lot sooner, which means more time with your students.

The Saturn 3i 95 is a reasonably priced laminator that features 1-minute warm-up with InstaHeat Technology. It can laminate a document in roughly 60 seconds.  Other laminators can include smart features like AutoSense, which allows you to change pouch and document thicknesses without making any adjustments to the machine-another great time-saver!


Saturn 3i 95


Working around children means taking extra precautions with your classroom equipment. If this is a concern, you may want a laminator with built-in safety features. HeatGuard Technology keeps heat inside so the laminator is safe to touch. This allows you to keep your laminator out on your desk without worry.



For most teachers, classroom budgets are the primary factor in purchasing a laminator. If you can compromise on other features, you can get a good laminator workhorse for a low price. The M5-95 is a light performance laminator, but it does the job. The compact size makes it easy to be stored in the classroom, or even taken home at night when you have more laminating to do for the next school day.

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A  Makerspace Guide for Librarians


What is a makerspace? Simply put, a central location for creative endeavors. As public libraries have changed from becoming archival resource centers to interactive learning and community centers, the makerspace concept has become an important development.

Maker spaces essentially promote learning through play. In a typical makerspace you will find simple hand tools and materials to work with metal and wood.  But a makerspace is not just for tech tinkerers. Promoting artwork, a makerspace may offer drawing materials or sculpting materials from clay to crayons.

Crafts are encouraged with laminators and paper cutters for creating paper projects, or even a bevy of craft odds and ends from buttons to string for inspiration.

In the end, it’s not the equipment that is important, but rather what the overall space promotes.

If you are a librarian looking to create a makerspace, start with this list of objectives:

  • Foster play and exploration
  • Facilitate informal learning opportunities
  • Nurture peer-to-peer training
  • Work with community members as true partners, not as users or patrons
  • Develop a culture of creating as opposed to consuming.

Whatever space you develop within the library, it should encourage all of the above.

Bringing  Kids Back to Paper in the Makerspace

Crafts with paper re-engage kids with  the tactile aspects of art. An inexpensive laminator can help kids (and even adults) create fun and interesting crafts.

Make sure you get a laminator that is safe around kids and that has the versatility for lots of users.

Other Laminator Options for a Makerspace


Callisto 125

  • Advanced system allows users to change between different pouch and document thicknesses without waiting-Great for varying pouch projects
  • Hot lamination for 3- or 5-mil pouches as well as cold pouches
  • Reverse mode disengages pouch for re-centering or removal
  • Unique HeatGuard Technology™ keeps heat inside so laminator is comfortable to touch-Keeps kids safe around the laminator
  • 12-1/2” entry width accommodates multiple document sizes
  • Ready in 5 minutes, laminates in one minute
  • Auto shut-off prevents overheating when not in use


Need inspiration for laminating projects? Offer these fun and free laminating templates at your Makerspace.

Reintroducing kids to paper books

A makerspace in a library also gives children the opportunity to write and illustrate their own books outside the classroom. Provide an easy to use binding machine as part of your makerspace so kids can be literary creative.

The best binding machine for a makerspace should be easy to use.

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Starlet 2 Plus

  • Light duty comb binding machine for personal use
  • Manually punches up to 12 sheets at a time
  • Binds up to 120 sheets with a 5/8” comb
  • Enhanced accuracy edge guide for pinpoint punch alignment
  • Document thickness / comb guide helps user select proper comb width

Fellowes Assists with Water Project in Mozambique

GIVE logo


As part of their W.A.S.H. (Water, Sanitation, and Hygiene) Project,  World Vision works in impoverished areas globally to provide potable water and adequate sanitation to decrease illnesses, improve health, and lessen the burden on women and children by reducing the distance to water collection points. World Vision works to drill new wells and repair existing wells, provide water storage, build community filtration systems, among many other projects all with the goal of providing adequate sanitation and safe water to those in need.

Fellowes recognizes the importance of this work, and has chosen World Vision and the W.A.S.H. Project in Mozambique, Africa to be a focus of our GIVE Program.


Follow the journey of John Fellowes and several Fellowes employees as they travel to Africa to help the villages. Give Africa

Read an except from the online journal:

“Day 1”

Yesterday was a first full day in Mozambique starting in Maputo, its capital, and ending about 200 miles north in Xai-Xai which will be our base camp for the next three days. In Maputo, we met at the World Vision headquarters for Mozambique, first joining them for their morning devotions. We entered the room as their discussion was in progress.  There were about 10 Africans in the room reading and discussing Matthew 21:12-17. The discussion was in Portuguese but we were able to track a little of the conversation in pieces through our interpreter.  After about 5-6 minutes the team mentioned that they had some devotional questions that they wanted to address and that they would like their guests to answer the question first (! Think quick :)!) Blas and I were able to piece a response together and then we had a nice short discussion between our two groups. We ended the time with a prayer from both sides. While we could not fully connect with this team verbally (except for Blas who is clearly fluent in Portuguese), it was neat to experience greetings and smiles that transcend a verbal dialog.

We then met with the National Director of WVMoz, Graham Strong. When I asked Graham where he was from he responded with, “Well, that’s complicated…I hold a Canadian passport.” Graham then went on to describe his background as a MK (Missionary Kid) growing up in Africa with Canadian missionary parents.  He later engaged in NGO (Non-Government Organization) work in many different areas of the globe, but mostly in Asia and Africa. Graham has been running the Mozambique area for about 3 years. He had a warm personality and clearly the vision and strategy in MZ for the next 5-7 years. He shared this with us which was interesting. The thing that stuck out to me was how WV is collaborating with the local government to help them realize their national objectives through their capabilities and support. WV has learned over time that it is ineffective to try to pursue their agenda and strategy, if it is not aligned with the national government. Clearly, there is a very strong connection between the “State Departments” and WVMoz senior leadership. Graham talked specifically about how they are currently working closely with the Ministry of Education to bring the structure of the school system to a more effective approach. Currently there are so many children and not enough teachers that there are three, two hour sessions of school per day where children are rotated in and out of the school.

Another key focus of World Vision is to break the cycle of youth marriage, which pulls ‘women’ out of school at an early age and saddles them with the responsibility of being a mother…while they are still a child themselves. Generational traditions have ceremonially made girls of 11 years old “ready for marriage”, most are married by 15. This tradition is not only perpetuated through tradition, but it is also lucrative for families as each marriage brings income to the parents of the daughter. Breaking this custom will clearly be difficult, but it appears to be one way to help a contributors to cyclical poverty, which limits the abilities for new families to start their marriage and life on the “the right foot”. Overall, we spent about 45 minutes with Graham.  We learned a lot about Mozambique, its needs, and how WV is continuing to work for progress through love and support in local communities.

We then traveled about 3.5 hours to a local community where we visited the Chongoene ADP (Active Development Project). It was a very remote village and the roads that brought us there turned from pavement, to dirt, to wide open fields over the course of an hour. As we drove to the village I was struck by the children (7-8 years old) who were along this desolate road alone…they waved to us with an enthusiasm and smile that penetrated to your heart right away. The response of a reciprocal wave and smile was met with indescribable exuberance and sometimes dancing. When we arrived at the “village” we were squarely in the middle of an enormous flood plain (5 miles in all directions) and there were only 3-4 huts visible. The local men and women (4-5) who were working the fields approached us and we started to learn about their community. We learned that there were about 400 huts throughout the flood plain that made up the community; we estimated that there were at least 2000 people. The community has been together for generations, but struggled with no access to clean water and challenging circumstances as flood and drought plagued their area. We then walked over to a river, which is their current source of water. It was not a long walk for these families; however the most remote huts have to walk about an hour in each direction for water. We learned that women primarily do this work and need to “fetch water” 3 times a day. The water is carried on their heads and holds about 40 lbs of water. This means that the women in these communities are carrying 40 lbs. of water, 6 hours a day. Further, we witnessed that the water is not clean, nor safe to retrieve.


You can see a picture which shows the “chocolate milk” colored water which can lead to cholera, diarrhea, and other diseases for the community. We also learned that the river which the water is taken from is infested with crocodiles; the community has lost 4 women to crocodiles. When we asked about how the retrieval of dirty water plagues their everyday life it was overwhelming. It is also important, however, to call out the strength that I saw, particularly in the women’s eyes and demeanor….these women were tough and also upbeat, exchanging smiles frequently. When watching the women stand we could actually see that their spines were bowed backwards from the weight of the water over time, one woman’s back challenges were the most pronounced. Her back could only be described as forming a backwards “c”. We learned a lot as we stood by the river and talked; the group turned from 3-5 people to 20 by the end of the discussion. We watched one woman retrieve water. I found myself extremely nervous for her safety and praying as she cast the bucket into dirty water and quickly ran up the bank hoping to return unscathed from her retrieval.

I am running out of time and need to bring this to a close, but I lastly need to comment that this woman later invited us into her home (actually rather we invited ourselves, but she agreed :)). There are pictures of this hut where she and her husband and their 6 children live. It is a 10×20 ft hut with mud floors. Her husband and she sleep on straw mats and the 6 children sleep in a make-shift loft no more than 10 x 5 ft. It was humbling to see how this family lives, cooks, and survives. That said, they always had a genuine smile for us which was heartfelt. They are content people living a life with many challenges, experiencing heart break in many shapes and sizes. The people we met are beautiful people who embody and do justice to “the human spirit” in the best possible way. I have a lot of admiration and respect for these people. There is so much that is lacking in this community, but so much “present” at the same time.




Choosing Storage Boxes or Storage Drawers


Drawers Or Boxes?

How do you decide the best records storage for your business? If you have limited storage space and require frequent access to files, Bankers Box® storage drawers would be the best choice. If you have a lot more storage space available and need to access your files less often, storage boxes are the best solution.

When you choose drawer storage…

  • You can stack records higher and save space.
  • You can eliminate the need to stack and restack boxes
  • You cut record retrieval time in half

When you choose box storage…

  • You can move and handle records more frequently with stronger boxes
  • You can store less frequently accessed records safely with safe closures

When you choose a drawer/box combo…

  • You can store active files in easy to access drawers
  • You can store inactive files in safely sealed boxes for long-term storage

Choosing the Right Storage Drawers

If space-saving is your primary concern, than drawers provide the best storage solution. Choosing the right type of drawer determines how high you can stack your drawers to save space, and the right size determines the size of the contents of the drawer.

Drawer Types

Drawer Size

  • Letter/Legal Drawers accommodate both letter and legal size documents – This size drawer has the versatility for storing records of varied sizes.
  • Letter size drawers accommodate letter size files. This is the perfect drawer if letter size documents are all you need to store.
  • Legal size drawers accommodate legal sized files offering an additional three inches in width for larger record size.

Whatever your drawer choice, with the stacking ability of drawers, you can maximize your record storage space, save on retrieval time and eliminate box restacking—all while maintaining easy access to all your important records.

Choosing a Business Storage Solution

Selecting the Right Box

Different boxes have different purposes. Knowing which Bankers Box storage box to select, requires understanding your storage needs from type and strength, to size and assembly.

Box Types

  • String & Button boxes offer maximum security and reliable closure, even when the box is overturned.
  • Lift-off Lid boxes allow easy access to records. Look for locking lids to securely store your files.
  • Attached Flip-Top Lid Boxes prevent lost or damaged lids.
  • Specialty Boxes provide specialized storage solutions for unique document sizes

Box Strength

  • Frequent access, heavy-duty boxes hold up under heavy use and can be stacked higher.
  • Occasional access, medium-duty boxes hold up under moderate use and moderate stacking.
  • Infrequent access, basic-duty boxes are suitable for basic use and lower stacking.

Box Size

  • Letter/legal boxes easily carry and accommodate both letter and legal size paper.
  • Letter size boxes are perfect for high capacity letter size paper storage.
  • Legal size boxes are 3” wider than letter boxes and accommodate legal document storage.

Box Assembly

  • Presto™ instant assembly – sets up to 5 times faster than basic assembly boxes
  • FastFold® quick and easy assembly – sets up to 4 times faster than basic assembly boxes

See how easily you can assemble a Bankers Box: How to Assemble Video

Choosing an Air Purifier for the Home

Whether for allergies or asthma, or simply as a well-being measure to help improve your indoor air, selecting the right air purifier for your home can be a daunting task. With so many models available, it can be difficult the choose the best air cleaner for your needs. Here are some simple tips to help make your air purifier selection:


 Insight into Air Purifier Filters

  1. True HEPA filter. This is a must-have feature for any air purifier purchase. This filter type safely removes 99.97% of airborne particles as small as 0.3 microns, including pollen, ragweed and other allergens, viruses, germs, dust mites, mold spores, pet dander and cigarette smoke. Selecting an air purifier with this filter ensures the highest performance for cleaning indoor air.
  2. Treated filters. If you are looking for extra clean air, you might look for HEPA filters with antimicrobial treatment. This provides built-in protection from the growth of odor-causing bacteria, mildew, and fungi on the True HEPA filter.
  3. Carbon filters. Though not necessarily cleaning the air, carbon filters are great for reducing household odors. It’s perfect for any location in the home where odors tend to occur regularly. Carbon filter air purifiers are especially great for a baby’s room air purifier where dirty diapers leave their trademark scent. You may want to look for an air purifier with both True HEPA and carbon filters in the same machine.

Determining Air Purifier Room Size

Often air cleaners are selected based entirely on price. But this can be deceiving, and probably disappointing when you find out that your air purifier doesn’t seem to be performing as well as you thought. Smaller air purifiers may be less expensive, but may not clean the air in the room size you have at home. Be sure to measure the space where you want to use your air purifier so you can make the best choice in terms of air coverage.

100-200 square feet ( great for small rooms like nurseries or a home office)

200-400 square feet (perfect for average size rooms like bedrooms)

300-600 square feet  (covers large areas like big family rooms or living rooms)


Other features to consider:

  1. If you suffer from allergies or want to keep your indoor clean during cold and flu season, consider air purifiers with added performance features during these key periods like Aera+ Mode
  2. Filter change indicators are great to help maintain clean air filters without having to continually check inside the machine. An indicator light simply tells you when it is time to get a new filter. This feature is especially helpful for air purifiers that run continuously.
  3. Quiet performance. Allergy sufferers often run air purifiers while they sleep. An air purifier that runs quietly is essential for peaceful rest with cleaner air.
  4. Pet air purifiers. If you have pets, that means dander and odors are something you contend with daily. Pet air purifiers assist with cleaning the air of pet-related airborne particles.

The Basics of Law Firm Records Management

Not every law practice will find one set of rules useful for client records organization. The dynamics of different offices may take some strategic and creative thinking to create the perfect system for increased efficiency and productivity. Here are some starters.

Records Storage Location78768193

One centralized location for records is key to a productive law office. When everyone has their own independent filing system-chaos ensues!

If you maintain a large firm, a records storage room with check in and check out procedures for files keeps things organized without too much supervision.

For smaller firms, records storage drawers in a designated area of the office can serve the same purpose, but on a smaller scale.

Court is in Ten Minutes…Where’s My File?

The Most Stressful Words Heard at a Law Firm

Creating Easy File Identification

There are many approaches to file organization ranging from alphabetic to numeric to alpha-numeric. Every system has its advantages and flaws. So every firm needs to determine what works best for their practice.

Regardless of the type of system used, however, there are some basic tips for keeping all these systems efficient.

  1. Add identity references to each client file

For example, if a retained client that has numerous sub files, or several open cases, you should label the file with two names—client name and litigant name and case: Johnson E/ Phillips copyright infringement In this way any sub file created gets organized in the Johnson Electronics Bankers Box because of its client prefix, but also gets organized within that box by its suffix reference to a specific case.

Regardless of your organization system, Johnson Electronics files always go the same Bankers Box.

If sub files exceed one box, then all the Johnson E boxes can be neatly stacked with the Phillips copyright infringement sub file organized alphabetically within those client main files.

Stack boxes as client files grow.

  1. Organizing by areas of law

If a firm practices in various areas of law, organizing cases by area of practice (bankruptcies, liability ,etc. ) with different sets of drawers can keep clients who may in retainer for various cases across category from getting mixed up.

  1. Color coding for optimized organization

Within every client file a system of colors can make identifying the file you are looking for faster and easier.

For example, our client Johnson E with two cases open may have Johnson E/Gordon employee dispute with a red label and Johnson E/ Phillips patent infringement with a green label.

Clients files can be stored together in one box or organized by category of law in separate drawer systems; either way, you will be able to quickly and easily identify and grab that file and get moving on the case.


How The Best Accountants Increase Productivity Through Organization

accountant with bankers box


Back Up Files on Paper

In our digital age, paper documents may seem unnecessary. But digital data can be lost or compromised with the push of a button.

You don’t need to lose office space to giant metal file cabinets. Simple, inexpensive drawer systems can do the job for any small accounting office.

You should keep one complete set of files for your vendors, another for general expenses, and a third for customers. In addition, create a  file for each asset and liability that shows up in your books. And of course, allot some records storage space for tax returns.

Easy Access to All Your Files

Easy access to important documents is essential for any accounting office.  Even if you are just starting out, and do not need the capacity of a drawer system. Easy access lift off lids boxes are an alternative. They can also be easily stacked and are easily accessible if the IRS comes calling.

Let’s say one of your small business clients is selected for audit. The IRS wants to see receipts for travel, meals, and entertainment for the year. Speedy access to backup documents can prevent part of the expense deduction from being disallowed. If this happens that means increases in taxable income, a new tax bill, along with penalties and interest. With the right organization system, those crucial documents are always on hand.

Bankers Box Drawer System.jpg

Drawer Systems Offer Space-Saving File Organization for Small Offices

Preventing Paperwork from Becoming Overwhelming

As your accounting business grows, so will your records storage. The tendency is to try and keep everything. But excess can lead to confusion and disorganization. Maintain a scheduled retention and destruction policy so that only the most essential documents are kept and dated documents destroyed.

Bankers Box Organization.jpg

Maintaining Tax Form Organization and Tax Code Handbooks

The regular use of tax forms means having to keep them both organized and accessible when with a client. File Sorters offer desktop convenience for form management. Magazine Files are also helpful offering easy storage and organization of tax code manuals.

Helpful Links

Document Retention Policy Guidelines

Records Storage for the Green Accounting Office