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What To Shred

All businesses produce documentation containing sensitive information. Any document or electronic storage device containing personal or sensitive business information, including account information, business records, or financial information, should always be shredded and destroyed to prevent unauthorized access.

Shredding older documents will guarantee the sensitive information contained within these documents will not be exposed to unauthorized individuals, saving your business from a potential breach. Secure shredding also saves your company valuable space and storage charges, removing unnecessary clutter while keeping your business safe.

It is important to keep these items secure and to shred them once they are past the recommended retention period, which is usually between one and seven years.

Documents & Records to Shred

The following documents and items should be included in your One-Time Purge or Routine Shredding Service.

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Document Type Documents Include
Tax Information & Records
  • Social Security Numbers
  • Tax records and documents
Business Records
  • Account records
  • Bids and proposals
  • Checks (blank, cancelled, copies, etc.)
  • Blueprints & engineering drawings
  • Budget information
  • Competitive information
  • Computer printouts
  • Contracts
  • Correspondence & memos
  • Credit card receipts
  • Credit information
  • Customer lists
  • Deposit slips
  • Employment applications
  • Expense reports
  • Extra photocopies
  • Financial records
  • Insurance information
  • Inventory reports
  • Invoices
  • Legal documents
  • Local applications & documents
  • Marketing plans
  • Meeting minutes
  • Outdated business records
  • Passwords/PINs
  • Payroll records
  • Personnel Files
  • Price lists
  • Production Reports
  • Purchase orders
  • R&D information
  • Sales lists & statistics
Bank Information & Records
  • Account records
  • Checks (blank, cancelled, copies, etc.)
  • Deposit slips
  • Financial records
  • Payroll records
Medical Information & Records
  • Medical records
  • Medical charts
  • Prescriptions
  • Insurance information
Bills & Receipts
  • Account records
  • Credit card receipts
  • Utility Bills
Personal Documents
  • Social Security numbers
Hard Drives & Electronics
  • Desktop & laptop hard drives
  • Floppy disks
  • External hard drives
  • USB/thumb drives
  • Solid-state hard drives
  • Optical media (CDs, DVDs, Blu-rays, etc.)
  • Backup tapes

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Documents & Records to Save

It is important to know what to shred, but it's also important to know what to save. Some personal documents, such as birth certificates and social security cards, should never be shredded or destroyed. Other documents, including bank statements, expense reports and others, should be destroyed only after they are no longer necessary.

Download our Recommended Retention Schedule »