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
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