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Secure Off-Site Financial Records Storage & Retrieval Services


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Safesite's off-site financial records storage and retrieval service is safe, fast, and easy to use. We recognize that the banking, credit union, accounting, and mortgage industries generate and maintain a significant volume of paperwork as part of normal business operation. That's why it’s critical that professionals within these industries choose a partner that provides financial records management services on a secure and timely basis.

Our facilities utilize 24-hour central station security monitoring with controlled access. Safesite Facility access is restricted to only persons who are pre-authorized by each client company. Picture identification is included in the criteria required for access approval. Visitors must remain in the immediate presence of a designated Safesite employee at all times while visiting.

Safesite performs all functions of our clients' services exclusively with Safesite employees; we do not use sub-contractors to conduct our business. Every Safesite employee must submit to a pre-employment background check that includes a criminal history check. In addition, every Safesite employee is bound to a signed and recorded Confidentiality Agreement.

The following services are included at
No Charge with Safesite's flat fee pricing plan:

  1. Initial move-in and cataloging of boxes
  2. Routine pick-up and delivery
  3. Retrieval and re-shelving
  4. Inventory and management reports
  5. On site client review room for document audits / reviews
  6. Internet access to document management services and reports
  7. Disaster recovery testing
  8. Document recycling
  9. Document permanent removal / exit