Document Shredding for Accounting Firms — Secure Disposal of Client Records
NAID-certified, HIPAA-compliant shredding for CPAs and accounting professionals across IL, IN, IA, MO, MN, WI, and KY.
Call Now: 309-276-0409
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Why Accounting firms and CPA practices Need Secure Document Shredding
Accounting firms and CPAs handle enormous volumes of highly sensitive financial information — Social Security numbers, tax identification numbers, bank account details, and full financial pictures of individuals and businesses. This data is a prime target for identity theft, and mishandled disposal exposes firms to client lawsuits, regulatory penalties, and reputational damage. Secure shredding is a core part of any accounting firm’s data protection program, not an afterthought.
MedWaste Solution provides NAID-certified, HIPAA-compliant document shredding to accounting firms and CPA practices throughout Illinois, Indiana, Iowa, Missouri, Minnesota, Wisconsin, and Kentucky. With no long-term contracts, competitive pricing, and free quotes, we make it simple for your accounting firm to build a reliable, compliant document destruction program — whether you need a one-time purge or scheduled recurring service.
Documents We Securely Destroy
Every accounting firm generates paper records containing sensitive personal, financial, or client information. Below are the most common document types our clients in this industry ask us to securely shred:
- Tax returns and supporting schedules
- Financial statements
- Audit workpapers
- Client SSNs and TINs
- IRS correspondence and notices
- Payroll records
- Engagement letters
- Bank reconciliations and statements
Compliance Requirements Your Accounting firm Must Meet
Secure document shredding isn’t just a best practice — it’s often a legal requirement. Here are the key regulations that apply to document disposal in your industry:
FACTA (Fair and Accurate Credit Transactions Act)
Requires secure disposal of consumer financial information, which is central to nearly every client file an accounting firm maintains.
IRS Record Retention Guidance
The IRS generally recommends retaining tax records for a minimum of 7 years, and longer in certain circumstances. After retention periods lapse, secure destruction protects both the firm and its clients.
Gramm-Leach-Bliley Act (GLBA)
Applies to firms that provide financial services and requires safeguards for nonpublic personal financial information, including its secure disposal.
How It Works
Schedule Your Service
Call 309-276-0409 or submit the quote form below. We’ll discuss your volume, frequency, and compliance needs.
Container Delivered
We deliver secure, locked collection containers to your office, sized to fit your space and document volume.
Shred + Certificate
Documents are destroyed on-site or at our secure facility, and you receive a certificate of destruction for your compliance records.
NAID-Certified You Can Trust
MedWaste Solution is a proud NAID (National Association for Information Destruction) member, meeting rigorous, independently audited standards for secure information destruction. Our shredding process is HIPAA-compliant, our vehicles and facilities meet chain-of-custody requirements, and every job is documented with a certificate of destruction. We hold a BBB A+ rating and have served more than 1,000 customers across Illinois, Indiana, Iowa, Missouri, Minnesota, Wisconsin, and Kentucky with a 98% on-time service record — no long-term contracts required.
Frequently Asked Questions
How long must CPAs retain client records?
Most accounting firms retain tax returns and supporting documentation for a minimum of 7 years per IRS guidance, though some workpapers and audit files may need to be kept longer depending on state board of accountancy rules. Once retention periods expire, documents containing client financial data should be securely shredded.
What financial documents need shredding?
Any document containing Social Security numbers, tax ID numbers, bank account information, or detailed financial data should be shredded, including tax returns, financial statements, audit workpapers, payroll records, and IRS correspondence.
Is mobile shredding available for large purges?
Yes. For annual record purges or office cleanouts, we bring a mobile shredding truck directly to your office and destroy documents on-site while you watch, or we can provide secure containers for regularly scheduled pickups throughout the year.
Get Your Free Shredding Quote
Fill out the form below or call 309-276-0409 to speak with our team today.
