How does a CPA firm set up its filing system with vertical file cabinets?

CPA firms have strict document retention requirements and high confidentiality obligations. A typical setup: 4- or 5-drawer vertical file cabinets organized by client, alphabetically or numerically (most larger firms use numeric client IDs indexed to a master list). Tax files require retention for 7+ years after filing; audit files may require longer. Each tax year's completed files should be clearly labeled and separated from current-year working papers. Personnel records and firm financial documents are kept in separate locked cabinets from client files. Some CPA firms use legal-size vertical cabinets because tax documents and audit workpapers often include legal-size schedules. Fireproof storage for critical firm records is advisable. FindOfficeFurniture.com — call 888-719-4960.