Security & privacy
Why your firm should stop collecting client documents over email
Email was never built to carry a client's ID, bank statements or settlement paperwork. Here is what goes wrong, and what to do instead.
6 min read
WritingSecurity & privacy
Security & privacy
Protecting a client file without an IT department to do it for you.
3 articles
Security & privacy
A practical guide to collecting client documents securely
Secure document collection is mostly process, not cryptography. Here is the process, from the request through to retention.
6 min read
Security & privacy
Two-factor authentication, explained for a firm with no IT department
What the second factor actually does, which kind to use, and how to roll it out across a small firm in an afternoon.
5 min read