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Digital Archiving for Freelancers: Workflows & Risks
Is "keep everything forever" a safe strategy for freelancers and small businesses? Not exactly. In this episode, we unpack why indefinite retention can create serious legal liabilities, even without regulatory requirements like HIPAA or GDPR. We explore a practical three-stage archiving workflow—from triaging permanent records vs. working files, to tagging with metadata using tools like Hazel or Paperless-ngx, to choosing the right storage layer like AWS S3 Glacier Deep Archive. Plus, we break down a sensible tiered retention policy for contracts, tax documents, and project files, and explain…
The skinny
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