Best Practices

For example, quarterly training and weekly staff meetings keep our team up-to-date on all of the latest industry requirements and company policies.

Here are a few of the ways we have gone above and beyond industry requirements to protect you and your information:

• Secure website – We want to protect your information from the moment you first contact us.
• Secure email – Much of today’s wire fraud starts in email. This is why any emails we send that contain private information are sent encrypted.
• Vulnerability scan – We hired a third-party compliance firm to conduct an assessment. They tested our systems to make sure hackers don’t have easy access.
• Firewall – Call us overprotective, but our offices have a firewall as added security for all Internet traffic going in and coming out.
• Frequent backups – We frequently back up your data to prevent data loss in the event of a disaster.
• Cybersecurity insurance – We also carry cyber insurance to protect any affected parties if there ever was a data breach.
• Clean-desk policy – It is company policy to lock up all files and paperwork each night.