HOA record keeping — simple rules
Keep financial records (invoices, bank statements) for 7 years.
Keep meeting minutes forever.
Let members inspect most records; require written requests and provide access promptly (often within ~10 business days).
Move records to secure digital storage: use backups, encryption, and access controls.
Audit records regularly and train board/staff on record handling and privacy.
By adhering to these best practices, HOAs can foster trust among members and ensure compliance with legal obligations.