When someone trusts you with a secret of theirs, you have a small weight on your shoulders. When someone trusts you with their social security number, bank statements, and other private
information, that weight can feel like a boulder. It’s important to properly protect client sensitive data so both of you stay out of hot water. If you’re unsure how to do so, here are a few tips to help.
- Create a written plan for what you need to protect. Know, in writing, what client data you are responsible for. While some states already require businesses to have written data security procedures, it’s important to have one anyway, just in case something goes wrong. How else will employees know how to react if there are no written policies?
- Limit access to paper documents. It may seem convenient to leave filing cabinets unlocked so anyone in the office can have access to them. However, there are some documents that not everyone should be able to attain. Locking file cabinets can give you control over who sees what and protect you from any security breaches.
- Back up your records properly. Having records on a computer or hard drive isn’t enough. Use extra software to backup hard drives and keep them offline. Make sure to use a reputable company’s software so you know your client data will be safe.
- Have a plan for a breach. No matter the size of your company, breaches can happen. However, how you handle them will determine how your clients will as well. Have a protocol that includes how clients will be told about the breach and how to respond to it.
An excellent practice to protect client data is getting rid of documents and information you no longer need to keep. Complete Shredding Solutions offers document shred service and data destruction in compliance with all state and federal laws. We are AAA Naid Certified so you can trust us to safely get client information off your back and into our shredders. For more information, please call 516-442-1642.
