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What Documents Should You Keep on File?

Writer's picture: Derick CoffeyDerick Coffey

Updated: Apr 25, 2024

When it comes to Finance, there are documents that you should keep physical, as well as digital, copies of. This checklist is a guide to the documents that you need to keep.


  1. Make sure that any physical copies are stored in a secure location, preferably fireproof.

  2. Digital copies should be stored on a secure drive, in a secure location, preferably fireproof. (The cloud is fine, but a physical USB drive is ideal)








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