Professional services such as finance, insurance, mortgage, and title companies must comply with Federal and internal records retention policies while protecting their clients’ personal information. A records management program that ensures compliance with privacy and security policies is mandatory.
Let Plano Data assist in the creation and implementation of a program that considers the full lifecycle of your business records. We will work directly with your records management team to implement a program that meets all your specific needs and requirements, but is flexible to change as your company’s needs change.
We provide solutions from hardcopy storage and service, to imaging of requested documents, and final destruction of those records that have met their retention. Plano Data can reduce your costs of storage, labor, and time, allowing your office to be more efficient in your area of expertise.