Printer-friendly

Infokeeper

KEEPING YOUR INFO AT YOUR FINGERTIPS

You're in control with, InfoKeeper, our web-based client-access software. Generate work orders, request files and boxes and much more. Powerful, yet simple to use, its centralized database means account information can be accessed and maintained from multiple sites - securely, yet conveniently.

InfoKeeper utilizes maximum security measures, such as 128-bit encryption to provide secure communication from the site to your browser. Clients using InfoKeeper must pass through a double-protected login screen for data access. User access is restricted to authorized personnel only, further protecting your valuable data.

Experience for yourself why our clients rave about our customer service, professionalism, easy relocation process, and exceptional record storage systems

 

---

Sarbanes-Oxley

Financial and Accounting Disclosure Information (LINK)

As has been well publicized, the Sarbanes-Oxley Act of 2002, sometimes referred to as SOX, has introduced dramatic changes for publicly held companies and their auditors. This comprehensive legislation has established new reporting and governance requirements, focusing on internal controls over financial reporting. These new standards include substantial documentation requirements related to these controls. These requirements are changing the way companies organize and document their processes and related controls. These changes are also beginning to substantially impact many support functions throughout the organization.

The Gramm-Leach Bliley Act

Financial Privacy: The Gramm-Leach Bliley Act (LINK)

The Financial Modernization Act of 1999, also known as the Gramm-Leach Bliley Act; or GLB Act, includes provisions to protect consumers personal financial information held by financial institutions. There are three principal parts to the privacy requirements: the Financial Privacy Rule, Safeguards Rule and pretexting provisions.

The GLB Act gives authority to eight federal agencies and the states to administer and enforce the Financial Privacy Rule and the Safeguards Rule. These two regulations apply to financial institutions; which include not only banks, securities firms, and insurance companies, but also companies providing many other types of financial products and services to consumers. Among these services are lending, brokering or servicing any type of consumer loan, transferring or safeguarding money, preparing individual tax returns, providing financial advice or credit counseling, providing residential real estate settlement services, collecting consumer debt and an array of other activities. Such non-traditional financial institutions; are regulated by the FTC.