Let's Talk Paper Retention & Digital Organization!

sosorganizeu
Jan 14
1 min read

Paper and Digital Organization Resources:

We all have a lot of paperwork & documents we are handling and even drowning us on a regular basis.

*Do you really need to keep all of that paperwork?

*Where can you find out what paperwork/documents you really should keep?

Below are some resources that I like to refer to that you are welcome to check out to look for answers to those questions.

Paperwork Retention Guidelines & Resources:

1. IRS: https://www.irs.gov/businesses/small-businesses-self-employed/how-long-should-i-keep-records

2. Dave Ramsey: https://www.ramseysolutions.com/retirement/organizing-your-important-documents?srsltid=AfmBOop--2UKvXuNVfMeaNkMBi6m9hhaccc-ZWXCr7RT4c8sbmJ0fbK1

3. Suze Orman: https://www.suzeorman.com/resources/record-keeping

Ready to make the move to Digital Organization for your paperwork and/or document management?

Digital Organization & Legacy Options (these are a few options; there are many offering this service):

1. Trustworthy: www.trustworthy.com (Susie is a Trustworthy Certified Expert ™)

2. Prisidio: https://www.prisidio.com/

3. Prismm: https://getprismm.com/

4. NordLocker: https://nordlocker.com/

5. GoodTrust: https://mygoodtrust.com/digital-vault

Other Resources:

6. Kate Hufnagel of The Digital Wrangler: https://www.thedigitalwrangler.com/resources

(Fellow NAPO member)

Please be advised this resource list is provided for informational purposes only and does not constitute an endorsement or guarantee of the services, quality, or availability of the resources listed. Users are encouraged to independently verify the suitability of any service for their needs.

Susie Marsh, LBSW Professional Organizer/Social Worker