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Solutions

Fast, Accessible Records Management

Fast, Accessible Records Management
trueNorth understands that records are the lifeblood of the accounting industry. Appropriate records management can be costly, time consuming and overwhelming. We are experts in developing cost effective records management solutions that comply with industry standards.

Our clients, including Deloitte, trust trueNorth to develop systems that are easy to use, easy to access, and fit their budget.

Our Services Include:

Records Storage and Document Management

  • Secure storage of inactive files for designated retention periods
  • Specialized off-site active file room management
  • Cost effective file level indexing and retrieval
  • On demand access to files
  • Customized delivery models that can include weekend services (without incurring a premium charge) during personal and corporate tax seasons

Scanning & e-Document Creation

  • High speed document scanning for working paper, report & statement, corporate tax, personal tax, human resource files
  • Scan on demand services
  • Newly created e-Docs can be delivered to you via FTP download, DVD or ask about our secure, encrypted e-Doc hosting and management on trueNorth’s server.

Shredding & Destruction

  • Secure, confidential shredding of your records including paper and e-Docs

Off-Site Data Security

  • Safeguard critical data against catastrophe in trueNorth’s environmentally controlled, high security 4-hour fire rated vault
  • Back up tape rotation
  • Records archiving

e-Document Management

  • SaaS (software as a service) featuring unsurpassed e-Doc management software
  • Superior e-Doc hosting on our ultra secure, redundant servers and cloud data storage.
  • Manage, record, and track paper and e-Docs through their lifecycle
  • Access your firm’s entire catalogue of information from the comfort of your desk top

Bar Code Tracking
All trueNorth’s services are linked to your information through our bar code tracking system. Bar coding allows your data to be uniquely identified and provides a highly efficient system for indexing, accessing, and tracking your information.

Talk to the trueNorth Professionals
trueNorth understands the complexities of creating and maintaining records management systems that meet the high standards of the accounting industry.

Give us a call. Someone always answers the phone, and we’ll be happy to help you develop a system that best suits your business and your budget.