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Quick Email Organizing Tricks

Email can be overwhelming to manage and organize.  Here are a few email management tips might be just what you need to add some time back in your day. 1. No email retail – If you choose to follow just one of the tips in this article, this is it. Setup a new free...

Document Retention Guidelines and Record Keeping

Record Keeping Guidelines What can you shred vs. what should you save? Customers often ask how long they should keep a particular document or financial record. So, I decided to draft these Document Retention Guidelines and Record Keeping Guidelines to help you decide...
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