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Best Practices

Best Practices

  • 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.

Our Partners

Stewart
Qualia