Protection and privacy.
WHAT YOUR RECORDS CONTAIN
Customer names and addresses Payment information Supplier details Staff information
WHAT THAT MEANS
Personal data, with obligations attached.
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WHAT TO PROTECT
Files, with appropriate access control Devices, locked and updated Cloud accounts, with two-factor authentication
WHAT NOT TO DO
Keep financial records in public_html Email spreadsheets of customer data casually Store records on a shared computer
THAT FIRST ONE
Anything in public_html is downloadable by anyone with the address.
Financial records must not be there.
FOR PAPER RECORDS
Secured, and protected from damage.
WHAT TO ENCRYPT
Devices holding financial records, where supported.
WHAT TO BE CAREFUL WITH
Backups, which contain everything Old devices being disposed of
WHAT TO DELETE
Records past their retention period, securely.
WHAT TO DOCUMENT
Where records are and who can access them.
