Financial Services
Customer data protection which complies with legal guidelines.
01691 650355
Financial Document Management
- Your clients’ and your own important files and documents are managed in our modern and secure document storage facilities.
- All staff are CRB checked and bound by confidentiality agreements to protect your information.
- EvaStore’s fleet of secure vehicles are satellite-tracked.
- Operate O’Neil Software, the barcode management solution which allows us to track every activity of your boxes, files, records or documents.
- Rapid physical or electronic retrieval of your required information.
Retention Guide for Legal Services
This list is not exhaustive and is intended as a guide only. Please feel free to contact us for further assistance regarding your retention obligations.
- Budgets & financial reports – 2 years.
- Cheques – 6 years.
- Customs & excise returns – 6 years.
- Goods in advice notes – 6 years.
- Income tax returns – 3 years.
- Income & expenditure – 7 years.
- Invoices – 6 years.
- Purchase copy order book – 6 years.
- Purchase orders – 3 years.
- Statutory accounts – 12 years.
- Successful quotations – Until invoice paid.
- Taxation returns & records – 10 years.
- Unsuccessful quotations – 6 months.
- VAT records – 6 years.
See what our clients have to say:
Speak to a member of our team:
01691 650355
Why Evastore?
Passionate Team
We have a customer focused team who have years of expertise in delivering high levels of service and going above and beyond expectations.
Fully Compliant
Trust us for your document management needs. Our services for scanning, storing, and shredding documents are fully ISO-compliant, ensuring the highest standards of security, accuracy, and environmental responsibility.
Exceptional Service You Can Trust
EvaStore delivers tailored document management solutions with professionalism and precision. Backed by advanced technology, our dedicated team ensures secure, efficient handling of your data at every stage.
Discover our customer service for yourself
Speak to our team today:
01691 650355
Contact
EVA2, Artillery Business Park,
Park Hall, Oswestry,
Shropshire,
SY11 4AD
