Digital Record Keeping & Compliance

This course is part of Bookkeeping Foundations and General Ledger Management Specialization

Instructor: Hurix Digital

Included with

2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 hour to complete

Flexible schedule

Learn at your own pace

2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 hour to complete

Flexible schedule

Learn at your own pace

What you'll learn

Compliance starts with knowing document retention rules—follow federal and state mandates to avoid penalties.
Organized digital systems prevent audit issues—use consistent naming and folder structures for quick access.
Secure repositories protect data—access controls and backups prevent unauthorized use and information loss.
Proactive record management lowers risk—clear lifecycle policies safeguard against legal and financial issues.

Skills you'll gain

Category: Regulation and Legal Compliance
Category: Document Control
Category: Regulatory Requirements
Category: Records Management
Category: Compliance Management
Category: File Management
Category: Auditing
Category: Accounting Records
Category: Record Keeping
Category: Data Security
Category: Document Management
Category: Financial Regulations
Category: Regulatory Compliance

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

4 assignments¹

AI Graded see disclaimer

Taught in English

Build your subject-matter expertise

This course is part of the Bookkeeping Foundations and General Ledger Management Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 2 modules in this course

Master the essential compliance skills that protect your organization from regulatory penalties and audit failures. This course transforms accounting assistants into confident guardians of digital records who understand exactly what to keep, for how long, and how to store it securely.

By completing this course, you'll eliminate the guesswork around document retention, establish bulletproof filing systems that pass any audit, and create organized digital repositories that make retrieval effortless. These foundational skills are your insurance policy against costly compliance violations and the foundation for efficient accounting operations. By the end of this course, you will be able to: - Remember regulatory retention periods for financial documents - Apply systematic digital-archiving conventions to store source documents securely This course is unique because it combines regulatory knowledge with practical digital organization skills, giving you both the compliance foundation and the technical competence to implement professional-grade record keeping systems.To be successful in this course, you should have basic computer skills and familiarity with file management concepts.

Learners will master federal and state regulatory retention periods for different financial document categories, establishing the compliance foundation needed to avoid costly penalties and audit failures.

What's included

2 videos3 readings1 assignment

2 videosTotal 9 minutes

Compliance Matters in Accounting Records Management3 minutes
IRS Publication 583 Guidelines and Practical Applications5 minutes

3 readingsTotal 22 minutes

Federal and State Retention Requirements for Financial Documents 8 minutes
Document Category Classifications and Retention Strategies2 minutes
Creating Retention Period Reference Charts for Compliance: A How-To Guide12 minutes

1 assignmentTotal 3 minutes

Regulatory Knowledge Check3 minutes

Learners will implement professional digital archiving systems using SharePoint naming conventions, hierarchical folder structures, and secure access controls that ensure audit readiness and regulatory compliance.

What's included

1 video1 reading3 assignments

1 videoTotal 6 minutes

Access Controls and Security Requirements for Financial Records6 minutes

1 readingTotal 12 minutes

Understanding Compliant Digital Repository Systems: What You Need to Know12 minutes

3 assignmentsTotal 23 minutes

Comprehensive Compliance Implementation Challenge5 minutes
Complete Digital Filing System Setup15 minutes
Digital Archiving Knowledge Check3 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Hurix Digital

454 Courses72,332 learners

Offered by

Coursera

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Frequently asked questions

To access course materials, assignments, and earn a Certificate, you'll need to purchase the Certificate experience when you enroll in a course. Eligible learners may also have the option to start with a Free Trial. Some courses may also offer a Full Course, No Certificate option. This lets you access course materials, submit required assessments, and receive a final grade, but you won't be able to earn or purchase a Certificate.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.