As a business the most important thing is keeping the information of your clients safe. Depending on your business are this could mean bank details, potential contract information and so on. The filing system you have must be safe and secure in order to prevent any identity theft in this way, not only will you lose clients but you will almost certainly be prosecuted too.
We live in a world where identity theft is high because it can be done without physically interacting with anyone and it is often extremely tough to trace back the person who did it.
A lot of people out there are computer literate to levels that we can only dream about and they can remotely hack into computers and hijack banks details.
There are many ways to safeguard client information and there are also many companies out there that can really help you with this process.
If you get a strong reputation for organization and integrity then this will almost certainly lead to a rise in the number of clients that pass through your doors.
It is important that you have a well-organized filing system if you want to keep your client information safe and secure. My advice is digitalize it all and thus remove any paper worries, if this isn’t possible then make sure that you have photocopiers at the ready to ensure everything is nearly organized.
It just makes everything easier, if the access is simple and straightforward then the workers won’t waste their time searching for files and then when they do get the files the information will be relevant and organized in a way that is accessible and engaging. Do your research and check out the recommended filing system for your particular line of work but ensure that you pick a method that is focused online.
Keeping your client information safe is essential and if you do go down the online route then you must make sure you have the latest anti-virus software installed. There will be nothing worse than calling up a client saying that your online system has been hacked and all of their information has been stolen.
I guarantee they won’t be happy, you will lose their business and most likely they will try and claim compensation.
If you are organized then the chance of fraud is much less, you can’t leave files open at coffee shops and leave your laptop un-attended.
You know, these things are just pretty basic but you will be surprised at the number of people that make these schoolboy errors.
Be innovative, there is no use copying another companies filing system if you think that you have a much safer and simpler way of doing it. The thing that is of paramount importance is client safety and it is this that will ensure that you maintain a strong working relationship with them.
Just do a little research and make sure that every avenue is covered in regards to keeping the most important documents safe and secure.
Andrew is an author with a degree in business management. He initially started up his own business but then sold it after 5 years in order to pursue his writing career.