Best ways to store client information

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If you own or work a business that holds information on clients, it is important that you ensure that this data is held safely and securely. No one wants client information to be lost or stolen and the fines that can be imposed on a company for a data breach can be incredibly high.

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There are a number of ways that you can store client information to ensure that it is safe. Before we look at some of these storage options it is important to say that you also need to have a procedure in place for having paper copy data taken away by a Confidential paper shredding Bristol such as https://www.printwaste.co.uk/confidential-shredding/confidential-shredding-bristol or electronic data removed from your systems in a timely manner.

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Cloud storage – there are a variety of cloud storage options that are available for keeping items stored safely. It is important that the solution that you choose is safe and that you only grant access to these documents to those members of staff that need them.

CRM systems – these systems can be used to store information on your clients, customers and those who may potentially do business with you in the future. Again these systems are stored in the cloud and there are ways in which you can moderate the access levels that you grant to your staff.

Filing cabinets – these are one of the more traditional ways to store paper documents and whilst they can still be used, you should ensure that they are locked and secure and that old documents are destroyed in a timely manner.

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