These days keeping your clients’ information confidential is
absolutely paramount to remain credible in your industry.
A data breach that leaves your clients vulnerable is almost certain death for the responsible business. Maintain your credibility and protect your clients by following these best practices for security.
A data breach that leaves your clients vulnerable is almost certain death for the responsible business. Maintain your credibility and protect your clients by following these best practices for security.
1. Keep Your Clients’ Data in One Location.
This means that you shouldn’t keep information about your
clients on multiple platforms with varying levels of security.
Store contracts, files, payment info and records, etc., in one location that is protected with robust security. Access to this information should be multi-factor authenticated, password-protected, and cloud-based.
Store contracts, files, payment info and records, etc., in one location that is protected with robust security. Access to this information should be multi-factor authenticated, password-protected, and cloud-based.
2. Give Access Only as Necessary.
Once client data is stored in one location, enable employees
to access only what they need to. In other words, limiting the number of folks
who can access files limits their exposure to potential threats.
This type of role-based security also protects employees from altering documents outside their purview.
This type of role-based security also protects employees from altering documents outside their purview.
3. Transition to Electronic Signatures.
Not only will e-signatures be easier to gather than paper
ones, they’re more secure. In addition, gaining e-signatures is quicker. Why are
they more secure? E-signatures have a digital trail including when and where
they were signed.
4. Forgo Email for Data Collection.
Email is the number one method hackers
use to access corporate entities. Therefore, do not use email to collect
contracts, signatures, or exchange sensitive documents. Use end-to-end
encryption methods of securing client data needed for designing or finalizing
contracts.
5. Maintain Rigorous Security Standards.
Security breaches are devastating to a business; therefore,
best practices for client security are vital. Make sure any cloud-based storage
systems are supported by the strongest possible security.
Furthermore, make sure that you know if your cloud storage and file transfer systems collect data of their own regarding your clients’ information. This is a potential privacy violation. Beyond that, file transfers need to be end-to-end encrypted with the strongest, open-sourced encryption technology.
Furthermore, make sure that you know if your cloud storage and file transfer systems collect data of their own regarding your clients’ information. This is a potential privacy violation. Beyond that, file transfers need to be end-to-end encrypted with the strongest, open-sourced encryption technology.
[Related: The
Best Way to Share Files Securely]
Best Practices | Client Security
Trustwire champions the protection of its clients’ privacy
and data integrity. This means that your organization can store, share, and
communicate without worry.
Trustwire uses the strongest end-to-end encryption available.
Moreover, Trustwire never has access to your data, and never tracks usage, or sells your information. Look to Trustwire to solve your security needs.
Trustwire uses the strongest end-to-end encryption available.
Moreover, Trustwire never has access to your data, and never tracks usage, or sells your information. Look to Trustwire to solve your security needs.
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