
$250
Solopreneuer
- 12 record categories
- 5 business functions
- Corporate Governance
- Finance & Accounting
- Information Technology
- Legal & Regulatory
- Operations
- Covers the basic records common to most businesses
- Compliance guidelines for financial documentation, especially tax-related records
- Based on U.S. federal laws and regulations
- Does not include records related to employees, hazardous materials, or other specialty items

$3,300
Small Team
- 35 record categories
- 7 business functions
- Administrative Services
- Corporate Governance
- Finance & Accounting
- Human Resources
- Information Technology
- Legal & Regulatory
- Operations
- 10 essential Human Resources categories
- Building/construction records
- Health & Safety records especially hazardous material management & disposal (e.g., motor oil, paint, dry cleaning solution)
- Custom IT solution records
- Customer-owned data handling
- Based on U.S. federal laws and regulations

$7,200
Midsized Business
- 68 record categories
- 9 business functions
- Administrative Services
- Corporate Governance
- Finance & Accounting
- Human Resources
- Information Technology
- Legal & Regulatory
- Marketing & Sales
- Operations
- Product Management
- Advanced Treasury, Audit, and Financial Management records
- Advanced Ownership, Entity Management, Stock Transactions, and M&A records
- Advanced Legal records including Ethics & Compliance, Intellectual Property, and Litigation Management records
- Advanced Sales, Operations, and Product Management records
- Based on U.S. federal laws and regulations
Please click here to inquire for other custom record category information.Â
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