Records Management: Life Cycle Best Practices and FAQs
Records Management: Life Cycle Best Practices and FAQs
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📢 Best Practices for Record-Keeping and Documentation Good record-keeping is one of the simplest ways to reduce stress at tax time and protect your practice from costly mistakes. 📁 In this live session, we’ll cover: ✅ What financial records therapists should keep (and for how long) ✅ How to organize receipts, mileage logs, and digital files efficiently ✅ Tools and systems that make documentation easier ✅ Common mistakes that trigger IRS scrutiny 📅 When: October 17, 2025 at 12 noon MT 📍 Where
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