Regulation-aware retention
We organize records against your retention schedule, with support for IRS Revenue Procedure 97-22 and SEC 17a-4 requirements.
Financial document vault
Your Financial Records, Fort Knox Secure
Audit-Ready. Always. Jensen Guardian LLC protects tax returns, audit workpapers, client paperwork, and sensitive financial files in an indexed off-site vault.
Built for financial professionals
IRS and SEC compliance without the headache.
Your retention plan needs more than a room full of cabinets. Each box, file, and movement is recorded so your team can find the right record when an auditor asks.
Every movement has a trail
Barcoded intake and retrieval logs show where a file is, who requested it, and when it returned to secure storage.
Fewer surprises at review time
Annual retention reviews and missing-file alerts keep your accounting records storage plan current throughout the year.
Retention by record type
Keep the schedule visible.
Tax return storage and audit workpapers need different handling. We map your categories, dates, and approved destruction rules before the first box enters the vault.
Tax records
Workpapers
Client correspondence
Tax returns and source files
Label each filing year and client account. Your schedule determines when records move from active retention to approved destruction review.
Audit workpapers
Keep supporting schedules, review notes, and sign-offs grouped together. Indexed cartons make audit preparation more orderly.
Client communications
Store engagement correspondence beside the related file when your policy calls for a complete client record.
Your policy stays in control. We flag upcoming reviews and missing items; your authorized team approves every destruction event.
Accounting records storage process
From your office to our vault.
One clear chain of custody. Your secure files remain accounted for at every handoff.
Secure pickup
We collect labeled boxes from your office and confirm the transfer against your intake list.
Digital inventory
Each container receives a barcode and searchable record category, year, and client reference.
Vault storage
Climate-controlled space protects paper integrity away from office fire, water, and access risks.
Portal retrieval
Request a file through the portal and receive a logged retrieval for your authorized staff.
Scheduled destruction
Approved records are destroyed on schedule with a certificate for your files.
The cost of in-house storage
Cabinets create risk you can measure.
Paper records compete with working space and remain exposed to a single office incident. A financial document vault separates long-term retention from daily operations.
27%
of tax professionals report data loss connected to fire or water damage.
Office file cabinets
- Records occupy valuable client and staff space
- One incident can affect every active box
- Manual searches slow audit preparation
- Destruction dates are easy to overlook
Off-site vault
- Indexed storage keeps files out of the office
- Barcoded custody records document each move
- Retrieval requests support focused review work
- Annual review supports approved destruction
"We reduced office storage costs by 60% and now pass audits with confidence."Girish R., CPA firm partner
Start with your records
Get your audit-ready vault.
Tell us how many boxes, digital files, and active client records you need to protect. We will outline a transfer plan for your firm.