Protecting your personal and business data: Essential security tips from your trusted advisor

Read time: 3 minutes (495 words)

As your accounting partners, we’re committed to protecting your sensitive financial information. But data security isn’t just our responsibility—it’s important for everyone to take steps to protect their personal and business data. That’s why we thought the beginning of a new year was the perfect time to share some essential security practices we recommend for individuals and small business owners. Let’s make digital security your best resolution yet! 

Data security tips for individuals 

1. Practice smart password management: 

  • Use unique, complex passwords for each account. 

  • Consider using a reputable password manager. 

  • Enable multifactor authentication whenever possible. 

  • Never share passwords or use the same password across multiple accounts. 

2. Secure your personal devices: 

  • Keep your computer and mobile devices updated with the latest security patches. 

  • Install and maintain reputable antivirus software. 

  • Lock your devices with strong passwords or biometric authentication. 

  • Encrypt sensitive files stored on your devices. 

3. Be careful with personal information: 

  • Never send sensitive information (like Social Security numbers or bank details) via regular email or text. 

  • Use secure client portals (like our client center) to share tax documents. 

  • Be wary of phone calls, texts or emails requesting personal information. 

  • Regularly monitor your credit reports and financial statements. 

Data security tips for small business owners 

1. Protect customer data: 

  • Collect only the customer information you absolutely need. 

  • Store sensitive data in encrypted formats. 

  • Implement clear procedures for handling customer information. 

  • Regularly review and update your data security practices.  

2. Train your employees: 

  • Establish clear security policies and procedures. 

  • Provide regular training on identifying phishing attempts. 

  • Create guidelines for handling sensitive information. 

  • Implement a clear process for reporting security concerns. 

3. Secure your business systems: 

  • Use business-grade security solutions. 

  • Regularly back up all important data. 

  • Keep all software updated with security patches. 

  • Consider cyber insurance for additional protection. 

4. Implement safe payment practices: 

  • Use secure, encrypted payment processing systems. 

  • Regularly check point-of-sale systems for tampering. 

  • Follow PCI compliance guidelines if accepting credit cards. 

  • Monitor accounts for suspicious activity. 

Red flags to watch for 

  • Urgent requests for immediate payment or information. 

  • Unexpected emails claiming to be from financial institutions. 

  • Requests to change payment information or wire instructions. 

  • Phone calls, texts or emails asking to verify account details. 

When working with us 

  • Always use our secure client portal to share sensitive documents. 

  • Never email tax documents or financial statements. 

  • Contact us directly if you receive suspicious communications appearing to be from our firm. 

  • Ask us about any security concerns—we’re here to help. 

Remember: Your financial security is our priority. We maintain strict security protocols to protect your information and are always available to answer questions about keeping your data safe. 

Contact us if you have any questions about securing your financial information or if you’d like to learn more about our secure client portal and other protection measures we offer. 

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