Your records, in order and safe

We organize and digitize your business documents, with the retention periods New York law requires. Your paper never leaves your premises.

Four clocks running at once

A New York business with employees must keep each record for a different length of time. Almost no owner knows them all.

3years

State tax records and employee sick leave records

NY Dept. of Taxation · City of New York

4years

Employment tax records

IRS

6years

Payroll records and written employee notices

NY Dept. of Labor

7years

Backup in case of an IRS audit

IRS

And digital counts: New York State accepts records on paper, in electronic format, or both, and the IRS accepts images of paper documents on one condition, that they can be identified and reconciled. A file named IMG_4471.pdf sitting in a folder does not meet that. That is what we fix.

How we work

Three steps, fixed price

01

We look at what you have

One session to see where everything is today and what is missing against the legal deadlines. You get a written report with the plan.

02

We build the system

Folders, file names, retention periods, search and backup. You scan your own paper with your phone, following the routine we set up for you.

03

We hand it over working

A manual in Spanish and two sessions with you and your staff. The system keeps running without us.

Hands scanning a document with a phone on a shop counter

Services and prices

One time payment per service. No monthly fees.

To start

  • 01

    Digital records assessment

    One session, a map of where everything is, and a written plan. Credited back if you hire the system.

    $150
  • 02

    Computer rescue

    Duplicates removed, desktop cleared, and everything business related in one place.

    $275

The system

  • 03

    Business folder system

    A complete structure in Google Drive or Microsoft OneDrive, with permissions per person.

    $450
  • 04

    Legal retention calendar applied

    Every folder with its deadline: 3, 4, 6 or 7 years, and the law that requires it.

    $300
  • 05

    File naming

    A manual for naming each document, plus renaming everything that already exists.

    $350
  • 06

    Search that works

    Text recognition over what you scanned so you can search by what the document says inside. Tested in front of you.

    $300

Digitizing

  • 07

    Phone scanning routine

    Free app installed, destination folder configured, and your staff trained in twenty minutes.

    $225
  • 08

    Guided digitizing of old records

    We build the order, check quality and classify. You scan. The paper never leaves your premises.

    $550

Day to day

  • 09

    Inbox in order

    Folders, filters and rules so the important mail files itself.

    $225
  • 10

    Backup in three places

    Configured and tested with a real restore. A backup that was never tested is not a backup.

    $275
  • 11

    Passwords in order

    Password manager installed, loaded and taught. No more sticky notes and notebooks.

    $175

Handover and upkeep

  • 12

    Handover and training

    A manual in Spanish and two sessions with you and your staff.

    $325
  • 13

    Annual review

    A system audit and a report of what has met its deadline and can be destroyed.

    $250

Two packages

The same services, bundled and cheaper.

Package A

Ordered start

Services 01, 03 and 05

The assessment, the folder structure and the file naming.

$950$850

Package B, most requested

Fully ordered business

Services 01, 03, 04, 05, 06 and 12

The whole system, with the legal calendar, the search and the training.

$1,875$1,500

Jobs of $1,000 or more are billed in two parts: half to begin and half on delivery.

A closed cardstock folder with an embossed stamp

Scope

What we do not do

This is published on purpose. If someone offers you these, be careful.

  • We do not work with immigration documents of any kind.
  • We do not give legal or tax advice. We organize your receipts; we do not tell you what is deductible.
  • We do not handle medical records or files from doctor or dental offices.
  • We do not work with schools or school districts.
  • We do not remove paper from your premises. If you want it destroyed, we coordinate it with a company licensed by the City and bill it with no markup.
  • We do not use your documents for anything else, we do not analyze them, and we do not train software with them.

Let us start with the assessment

Tell us what you have and how many boxes. We answer the same day.

Zona
El Bronx, Nueva York

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