[Expert Column] How Long Should Estimates Be Kept? The Boundaries of "Obligation to Retain Estimates"

【Electronic Contract】Easy operation by uploading the PDF as is.

"Compliance with laws and regulations fully supervised by certified public accountants" and "Simple operability and overwhelming ease of use." With 'What You See is What You Get' operation, anyone can easily conclude electronic contracts. 【Points of 'What You See is What You Get'】 - Easily input document types and amounts using AI-OCR for received contracts. - Once you register a counterparty, inputting business partners becomes a selection option! - Simply upload the PDF according to the screen, and the document preparation is complete. - Quickly find necessary documents through period, counterparty, and fuzzy search. - Check the status of the recipient's viewing, downloading, and signing. 【paperlogic's operation is easy in 6 steps】 1. Input basic information of the document. 2. Input signer information. 3. Set guest signers. 4. Set viewers. 5. Drag and drop the document. 6. Confirm and send the registration information. You can confirm the signature just from the email received! Operations can be done from both smartphones and PCs. Feel free to contact us for a free trial!

• Electronic Contract System

[Internal Signature] Streamline applications, circulation, and signatures with digitization!

The digitization of internal applications is not just about going paperless. It is essential for strengthening internal controls with electronic signatures and certified business timestamps, thereby enhancing corporate reliability. Paperlogic's internal signature feature assists in the digitization of internal applications. It visualizes the approval process and solves the question, "Where is this application now?" with excellent search functionality. 【Easy Operation in 4 Steps】 1. Basic document information: Enter the title and amount. 2. Enter signer information: Select the signers for the document. 3. Prepare the document: Upload the document to be sent. 4. Confirm registration information: Review the entered details and complete the sending. 【5 Benefits of Digitizing Internal Applications】 ● Cost reduction in paper, printing, labor, and storage space. ● Streamlined operations with online completion from application to approval. ● Visualization of the approval process allows real-time tracking of progress. ● Strengthened internal controls with electronic signatures and timestamps. ● Supports remote work and promotes work style reform. Signatures can be confirmed directly from the received email! Operations can be performed from both smartphones and PCs. Feel free to contact us for a free trial!

• Electronic Contract System

[Document Submission] Rapid processing of delivery notes and invoices while complying with the Electronic Bookkeeping Law!

The "Document Sending" feature standardly equipped in paperlogic is useful for sending documents such as daily invoices and delivery notes. 【Easy 4 Steps for Document Sending】 1. Basic Information of the Document: Enter the title and amount. 2. Enter Signatory Information: Select the signatory for the document. 3. Prepare the Document: Upload the document to be sent. 4. Confirm Registration Information: Review and send the entered details. ◆ Bulk Sending and Lightning Fast Processing! - Bulk sending with mail merge using Word templates. - Bulk document sending via CSV. ◆ Easy Compliance with Electronic Bookkeeping Law through "Email Integration" With paperlogic's document sending, there is a feature called "Email Integration" that allows you to send documents with a certified timestamp and electronic signature simply by emailing them to a designated address you set up. This enables you to easily send documents compliant with the Electronic Bookkeeping Law even in environments where you cannot log into the system, such as when you are out and about or on-site. ◆ "Seamless Integration" for Efficient Receipt Handling For companies using paperlogic, by setting up integration, documents received will automatically be saved to the paperlogic electronic archive. Feel free to contact us for a trial!

• Electronic Contract System

Start document DX with 'For the time being, Electronic Library'!

If you're struggling with issues like 'I don't know where to start with the electronic bookkeeping law,' 'I have a mountain of paper documents and can't find what I need when I need it,' or 'I'm worried about document loss or tampering...' then the paperlogic 'Electronic Archive' feature can solve these problems. 【Key Points of the Electronic Archive Feature】 ● Complies with electronic bookkeeping law storage requirements ● Input assistance with AI-OCR ● Suggests invoice number entries 【Easy Operation in 4 Steps】 1. Document Registration: Upload your documents 2. Basic Document Information: Enter title and amount 3. Reviewer Settings: Set who will review the documents 4. Confirm Registration Information: Review the entered details and apply a timestamp ◆ Easy Upload with Desktop App Integration paperlogic has a dedicated desktop application for users called 'paperlogic DESKTOP.' This convenient app allows you to upload documents to specific folders, automatically linking them to the paperlogic electronic archive. Documents linked in this way can also be automatically timestamped. Additionally, AI can automatically read the document's 'type,' 'amount,' 'transaction date,' and more.

• Document Management System

Easily streamline search requirements with paperlogic DESKTOP!

"paperlogic DESKTOP" is a dedicated application that allows you to upload documents directly from your PC's desktop to an electronic archive, making it easier to meet the search requirements of the Electronic Bookkeeping Preservation Law. Even those who are not skilled in system operations can significantly improve their daily work efficiency with its intuitive and simple features. 【The Best of Both Worlds: Cloud and Desktop】 ● "Folder Monitoring" to prevent forgetting to upload documents ● "Drop" to instantly sync documents at hand 【Automated Search Requirements: Choose Your Option】 ● AI auto-fills search requirements * If the file name rule is set to "ON," AI auto-filling will be disabled ● Automate search requirements using file name rules ■□■ Three Benefits of paperlogic DESKTOP ■□■ 1. No more missed document uploads 2. Peace of mind even for those who struggle with system operations 3. Easy document management in accordance with the Electronic Bookkeeping Preservation Law Documents uploaded via paperlogic DESKTOP will, of course, have a certified timestamp attached to prevent tampering.

• Document Management System

The "HA-T Series" is an energy-saving automatic door sensor that opens only for those who want to enter, whether on a busy street or in a narrow passageway. The automatic door opens simply by bringing your hand close, addressing hygiene concerns even in facilities used by a large number of people. Depending on the application and installation location, you can choose between "Non-vision Mount Type/HA-T401" and "Non-vision Built-in Type/HA-T520." 【Recommended for such places!】 ☑ Entrance facing a busy passageway ☑ Presence of counters or signs near the door ☑ Buildings facing narrow passageways ☑ Buildings that prioritize aesthetics ☑ Hospitals and facilities that consider hygiene ☑ Large facilities with many doors 【Features】 ● Adaptable to various door types with four detection spot settings ● Reduces unnecessary opening and closing to minimize power consumption, contributing to energy-saving effects ● Equipped with a light touch function, allowing the door to open and close simply by waving your hand, ensuring hygiene ● Can also be used as a wide detection range non-vision infrared sensor ◎ For more details, please download the materials or contact us.

Starting from January 2026, we are pleased to announce that by linking the measurement data collected on the "Fieldroid Cloud" with the BIM/CIM cloud "KOLC+" provided by Cork Inc., it has become possible to centrally display measurement data summaries on the digital twin. (Examples) Measurement of various environmental data using Cloud Logger LTE Forecasting wind speed, rainfall, and heat index using Signroid 2 Temperature and humidity measurement during concrete curing using Ondroid Slope monitoring using Guraloid Displacement measurement using the shape displacement measurement system "G-Gauge" The data measured by the above services is sent to the cloud, enabling graph displays and alert email notifications. With the implementation of the data linkage function, it is now possible to visualize the latest measurement data from the Fieldroid Cloud on the digital twin constructed in "KOLC+". For more details, please check the content on the linked page.

Regarding the "quotation" used at the forefront of sales activities: "Do we need to save everything when we revise it to Ver.1, Ver.2, etc., every time the amount or specifications change?" "Should we also keep the data from other companies that were not selected in competitive quotations?" Have you ever wondered about these questions? The Electronic Bookkeeping Act strictly demands the "authenticity" of data, but saving all processes is a significant burden for the field. This time, we will clearly explain the boundaries of the preservation obligation in a case study format, incorporating interpretations from the latest National Tax Agency Q&A. *You can read the full text from the note in the "Related Links." [Contents of this article] 1. The boundary of the preservation obligation lies in "sending to external parties." Items sent externally are "generally required to be preserved." Items that have not been sent externally have "no preservation obligation." 2. Judgment from the sending side: "Is it linked to a transaction?" 3. Judgment from the receiving side: "The perspective of the 'Corporate Tax Act' is important." ■ Note! "Version revisions" and "corrections/deletions" are different things. ■ A smart way to ensure reliable "version management." ■ Summary.

We plan to exhibit at the Disaster Prevention Industry Exhibition 2026, which will be held at Tokyo Big Sight in the last week of January. We will showcase products such as the "Electric Stair Climbing Human Cart," an electric stair climbing device that allows people to ascend and descend stairs while seated in a wheelchair. Please be sure to visit our booth. ------------------------------- Our booth number: 7B-38 ------------------------------- 【Dates】January 28 (Wednesday) to January 30 (Friday), 2026, 10:00 AM to 5:00 PM 【Venue】Tokyo Big Sight, East Hall 【Admission Fee】Free for registered attendees, those with invitations, and junior high school students and younger. *For others, an admission fee of 1,000 yen will be charged.

We plan to exhibit at the HVAC&R JAPAN 2026, the 44th Refrigeration, Air Conditioning, and Heating Exhibition, to be held at Tokyo Big Sight in the last week of January. You will be able to experience our stair dollies series, industrial endoscopes, and more. Please be sure to visit our booth. ------------------------------- Our booth number: 4A-07 ------------------------------- 【Exhibition Name】HVAC&R JAPAN 2026, the 44th Refrigeration, Air Conditioning, and Heating Exhibition 【Dates】January 27 (Tuesday) to January 30 (Friday), 2026, 10:00 AM to 5:00 PM (until 4:00 PM on the last day) 【Venue】Tokyo Big Sight, East Exhibition Halls 4, 5, and 6 【Admission】Pre-registration required (free)