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New Customer SOP

por Scott Bruder

DISABILITY MODELS

por sofia collazos

Outils collaboratifs (Liste non exhaustive)

por Biree Arnaud

Jaskit

por Kaur Jaskit

data at hand

temporary

travel tickets reservations

medical records

everyone vaccinations visit records scans investigation reports growth charts milestones

filing cabinet

shopping receipts

appliances receipts AMC receipts warranty cards

Tax

next year

current

16 A forms

receipts for expenses

deductions

previous filings

Financial data

salary statements

Bank accounts

1. account numbers 2. card numbers and pin 3.annual/ quarterly statements 4. credit card state ments

Investments

1.fixed deposits 2. sale deeds

Life insurance Health insurance Car insurance

1. policy documents 2. premium paid receipts

essential data Aniruddha Rashmi Arya

all certificates 1. social like birth & marriage 2. academics 3. professional 4. miscellaneous