Caption: COLUMN Financial records: What to keep, what to toss Reuters
Subject: I don t make New Year sresolutions. Instead, I resolve every tax season to get a betterhandle on my paperwork with mixed results. This year, I turnedto three certified public accountants to find out what apps,software and strategies they use to keep track of everything.
Keys: clare levison, kelly long, leonard wright, column, weston/files (personal finance), investment banking and investment services (trbc), wealth management, funds