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. … [Read more...]
Password protecting reports
[dropcap style="2" size="2"]Q.[/dropcap] How can I password protect a report I send to a client? [dropcap style="2" size="2"]A.[/dropcap] First, a word of caution: some of my managers have been dinged in recent SEC audits for transmitting … [Read more...]
