You should ensure you have robust, up-to-date firewalls and anti-virus software installed on your computers. Keep on top of deleting and destroying old client files, purging folders regularly will minimise build-up. In general sensitive data shouldn’t be kept for longer than necessary.
2Shakes provides options you can use to improve the security and privacy of client data:
- 2 Factor Authentication: 2Shakes allows for 2 Factor Authentication (2FA). Using 2FA dramatically increases your security and reduces the risk that someone could log on to 2Shakes with your user name and password. Find out more about 2FA here.
- Identity Verification: 2Shakes will allow you to confirm the identity of your clients during sign up. Identity verification (IDV) dramatically increases assurance that the person signing is who they claim to be. We will allow you to verify the electronically by asking the client to submit credentials online, and then validating them against a trusted source. Alternatively, you can sign the original document when you meet your client face to face. If you take a photocopy or scan of an identity document we allow for you to upload it to 2Shakes so that the credentials are stored securely in the cloud, rather that having copies of identity papers lying around the office!