Minimize liability in the event of a Breach

A few items to consider that could minimize your liability in the event of a breach:

  1. Maintain only those records that must be maintained.  For terminated clients, remove all data, especially those records containing non-public client information from storage (cloud or hard copy storage) that are no longer required. (review Books and Records requirements prior to destroying any documents.
  2. Consider removing social security numbers for terminated clients from your CRM.
  3. Consider business information, such as terminated employee non-public information as well. (review Books and Records, HR and IRS regulations prior to any document destruction).

If the non-public information isn’t necessary or no longer required to be maintained, it might be time to clean house.

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