Irene Eklund asked:

"Does anyone have an example of the language they use in their engagement letter to inform the client about their Retention and Destruction policy?"

Yes, we do, and I've sent the text of that section in our engagement letters to your email address.

She also asked:

"Also does anyone else use Microsoft Access to store their off site records?"

We use an Autonomy records management application, IRM 6.0, for all of our physical records.  We hope to integrate IRM with our Document Management System (also an Autonomy product) next year.

Pilar C. McAdam, CRM
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Los Angeles, CA

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