How to thoroughly safeguard client information.
By Penny Breslin
It’s Not Just the Numbers
Your clients trust you with their information; however, in today’s world, where sensitive information can be compromised and distributed, clients want assurance that their information is safe and that you are protecting them from identity theft.
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Although certain state laws (check with your state); federal laws such as Gramm-Leach-Bliley (GLB), which covers individual privacy disclosures; and the AICPA rules of ethics do provide some protection, we recommend that as the trusted business advisor, you should disclose to your clients how you:
- Safeguard their information in your office and on your servers
- Securely transmit sensitive data
- Closely supervise access to authorized parties only