survey: ins and outs of email, document storage

judicial rules are another consideration.

key findings

• thirty-eight percent archive email by storing it locally or on the pc or a local server.
• forty-four percent have no document retention policy for purging digital files.

by randolph p. johnston, leslie garrett and brian f. tankersley
the accounting firm operations and technology survey

there are practical solutions for email archiving and document retention policies available to firms of all sizes.

more from the survey: windows 7 and windows server 2012 | accountants quit trying to manage it themselves |workflow management concerns many firms | accounting firms add new service lines | how top tech vendors are failing cpas in the cloud | master change, master the future | why every cpa firm is a tech company at heart
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we know that 56 percent of firms have email hosted outside the office. while all firms have the option to either run a solution in-house or to have a third party handle this obligation, the firms who use hosted email could also utilize add-in services for this task.