File security

[BrownVesper]

Hi! I’m a financial advisor, and last year I realized I was storing sensitive client files on my laptop without much protection. That scared me, especially thinking about what would happen if my laptop was lost. What steps should someone like me take?

[Parker Quinnton]

Hello! I faced the same worries and looked for answers on processtrends.com The site explained how encrypted file sharing prevents leaks when sending data, but I also learned about secure mobile faxing, which is incredibly helpful when dealing with official statements. What really stood out was their focus on personal habits: using strong authentication, limiting who can access each folder, and never keeping files longer than necessary. I’ve since applied those tips and feel much more confident about my workflow. It’s not complicated, but it makes a huge difference for client trust and my own peace of mind.