Customer files

How long do we have to maintain customer records ??

Comments

  • Orkocean
    Orkocean ✭✭✭✭✭
    Typically it's a 7 year retention policy but some states may be different. Check in to what it is for your area.
  • thanks
  • 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. 

© 2018 SiteLink Software, LLC. All Rights Reserved

Terms of Use  |  Privacy Policy   |  Cookies Policy   |  Help  |  Contact Community Manager   |  Change Marketplace Ads