Key Data Security Principles
When it comes to data security principles, it boils down to this:
• Technology: Keep your programs up to date.
• Access: Limit user access to only the areas that they need to be accessing.
• Authentication: Two factors, if available.
• Documentation: Know what users are using and what software is used at the firm. Document this and implement an action plan if things go wrong or someone leaves the firm; plan if there’s a breach.
• Confidentiality: This is critical for compliance.
• Education: Educate your staff on suspicious e-mails and protocol.
Basic Precautions
Great Backup Procedures
Whether you are using desktop or cloud software, a good backup should be in place. For desktop software, ...
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