10 easy steps to protect client data

10 easy steps to protect client data

In the wake of recent security and privacy scandals, many managers are asking what else they could be doing to protect client data. While I am no security expert, here are are few quick & easy ideas to help you better protect client data. 1. Remove unnecessary...
Password protecting reports

Password protecting reports

Q. How can I password protect a report I send to a client? A.  First, a word of caution:  some of my managers have been dinged in recent SEC audits for transmitting financial data through email.  Long term, consider finding a secure alternative to sending...