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Customer files

harryharry FLRegistered User
How long do we have to maintain customer records ??

Comments

  • OrkoceanOrkocean CARegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    Typically it's a 7 year retention policy but some states may be different. Check in to what it is for your area.
  • harryharry FLRegistered User
    thanks
  • Eric_LewisEric_Lewis NCRegistered Moderator, Community Manager, SiteLink Tech Support, Daily Operations Certified, Advanced Operations Certified, Administrator Certified marketplace moderator
    SiteLink eSign documents are stored for 7 years after move out regardless of the state. This meets the criteria for every state regarding eSign docs. I would assume non-eSign documents follows the same criteria. 
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