Protecting Client Confidences
Cybersecurity, ethics, and technology are constantly evolving. Review your current practices to protect client confidences and comply with ethical rules. Below is a checklist of practices to consider and articles and books for implementing them. Checklist Accounts - Use separate accounts for personal and work (i.e. email, banking and social media, etc.) Backups - Backup client files, correspondence, and other records Conversations - Do not discuss sensitive information near others or smart speakers Emergencies - Exchange landline and cell numbers with co-workers for emergency contact Encryption - Encrypt devices and drives to protect against data theft Erasure - Turn on settings that allow remote erasing when devices are lost or stolen Locks - Use a locked room or file cabinet to secure paper documents Messages - Use secured messaging or encryption to protect emails and documents Networks - Use secure Wi-Fi network instead of public networks Passwords - Use a password manager pr