Call Log Planning

**TimW** · 03-16-2009 12:14 AM

What would be needed legally if these call records were used as part of billing? E.g., I often work from home and have client conference calls. Would an archived csv download be acceptable as proof to either a client or the IRS? Would the archived storage be user accessible at all?

Personally, I'd vote for 90 days online, with offline for at least 1 year (total 15months), but I'm a pack rat.

**J.Azaria** · 03-17-2009 07:27 PM

Originally Posted by TimW

What would be needed legally if these call records were used as part of billing? E.g., I often work from home and have client conference calls. Would an archived csv download be acceptable as proof to either a client or the IRS? Would the archived storage be user accessible at all?

This is probably why my (and prob. yours too) bank uses PDF. They are more difficult to tamper with than a .csv or .xls so are better as a permanent record

I can deal with 45 days online and the rest can be one pdf (or excel or csv) file per month. The archived files can be downloaded up to a certain period of time, say 1 year?

This is how my bank handles it (except it's 60 days history, I think) and it works great.
60 days in online searchable and a year of statements in PDF.

Perfectly fine imho.

**NY Tel Guy** · 03-17-2009 07:30 PM

Not THE J Azaria from Continuum Health Partners in NYC?

**J.Azaria** · 03-17-2009 07:45 PM

Originally Posted by NY Tel Guy

Not THE J Azaria from Continuum Health Partners in NYC?

Didn't realize there was a "THE" J. Azaria though I'd think over the years I've come damn close...

But sorry, no. I'm not him.

Maybe I should find and meet him?
Is he really that special?
Other than the infamous Hank, Ms. Google was not that helpful..