by Krisan Marotta | Sep 5, 2013 | KBO, SEC Audits
In the wake of recent security and privacy scandals, many managers are asking what else they could be doing to protect client data. While I am no security expert, here are are few quick & easy ideas to help you better protect client data. 1. Remove unnecessary...
by Krisan Marotta | Aug 23, 2013 | KBO, Reporting
Q. How can I password protect a report I send to a client? A. First, a word of caution: some of my managers have been dinged in recent SEC audits for transmitting financial data through email. Long term, consider finding a secure alternative to sending...
