Tampa hotel client gave me 5 years of TECO bills plus financial statements. What's best practice for securing this data? Encrypted drives? Cloud storage restrictions?
Handling confidential client data - best practices
I use encrypted external drives only. Never put client data on cloud servers. San Diego Gas & Electric clients specifically prohibit cloud storage.
Password-protected files plus encrypted laptop. Evansville clients require data destruction certificates after project completion.
North Dakota clients want signed confidentiality agreements. I use secure file transfer services for large data sets.
Include data handling procedures in your contract. Charlotte clients appreciate knowing exactly how their information will be protected and disposed of.