Why does secure file sharing matter?
No one wakes up and thinks about file sharing. It’s not until the middle of tax season that file sharing bottlenecks are most evident when everything needs to be moving as smoothly as possible. There’s nothing worse than taking a 10-minute phone call to walk your client through the process of opening up a document. If they would just read the email you sent them containing the password then there wouldn’t be any problems, right? But they never read it, do they?
Despite your client’s difficulties, you need to secure their information. It’s a huge responsibility to handle the data involved with an accounting workflow and accountants face this task on a daily basis. The amount of data breaches, hacked emails, and stolen identities has increased 50% or more, every year, for the past four years. Before you think that you’re too small to be targeted, understand that hackers attack weakness, not size. They know that you don’t have the budget or resources to constantly have an entire IT team monitoring your technological security and infrastructure. Even if your server is encrypted, once you send emails externally, they are out in the open and vulnerable just like every other email.
At the end of the day, it’s the law. You have to secure your client’s information when sending to them. Even if they say it’s ok and you get their written permission to send it unsecured, you’re still breaking the law. If you haven’t been securing information in the past and you’ve never had a data breach, then you’ve simply been lucky so far. Even if you’ve never been robbed, you still lock your doors at night. We’re at a point in modern technology where security is not a “nice to have”, it’s not something that you just do for the good of your clients, it’s a necessity for running a lawful and ethical business.
You might already have a client portal that came with your tax software or the company that created your website. If you’re like the majority of accounting firms we talk to, then you’re having difficulty with clients actually adopting the portal. Some clients will love your client portal and will use it all the time, but those are rare. ImagineShare was created to satisfy every type of client, not just the tech-savvy ones.