Selling, handing over or closing? Get your records checklist

Answer a few questions. Get a checklist to print or share with your lawyer or accountant.

What is changing?

The firm is being soldThe firm is passing to a successor or family memberThe firm is closingAn owner has died or cannot act

Systems that hold the records

AMS360Applied EpicAsanaAutotaskBullhornCCH AxcessClickUpClio ManageConfluenceConnectWise PSADATEVDeltek VantagepointExact OnlineFortnoxfreeeFreshdeskGitHubGitLabGoogle WorkspaceGreenhouse RecruitingHubSpot CRMiManage WorkIntercomJira CloudKarbonLabWare LIMSLeverMicrosoft 365Microsoft Teamsmonday.comMoney ForwardNetDocumentsNetSuiteNotionPipedriveQuickBooks DesktopQuickBooks OnlineSageSalesforceSlackSTARLIMSTallyPrimeTax audit files (XAF, SAF-T, SIE)VismaXeroZendesk

Kinds of records

EmailChatTicketsClient and sales recordsAccounting ledgersDocumentsCodeOther

Years of records held

Who created most of the records?

Mostly the firm's own workA mixMostly provided by clients

Do you have instructions for exporting these systems?

YesNoNot sure

Do you have the contracts that cover these records?

YesNoNot sure

Do you have evidence of consent where the records include personal information?

YesNoNot sure

Answer all the questions and pick at least one system and one kind of record. The checklist appears here.

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