{"id":4554,"date":"2026-10-14T09:00:50","date_gmt":"2026-10-14T14:00:50","guid":{"rendered":"https:\/\/cmitsolutions.com\/boston-ma-1020\/?p=4554"},"modified":"2026-10-21T02:23:25","modified_gmt":"2026-10-21T07:23:25","slug":"what-confidentiality-requires-once-the-data-leaves-the-office","status":"publish","type":"post","link":"https:\/\/cmitsolutions.com\/boston-ma-1020\/blog\/what-confidentiality-requires-once-the-data-leaves-the-office\/","title":{"rendered":"What Confidentiality Requires Once the Data Leaves the Office"},"content":{"rendered":"<p><span style=\"font-weight: 400\">Twenty years ago, confidentiality at a small firm was largely a question of who had keys. The sensitive material sat in a cabinet, and a locked door was most of the answer.<\/span><\/p>\n<p><span style=\"font-weight: 400\">That is no longer where the data is. It is on a partner&#8217;s laptop at a client site. It is in an email thread. <\/span><span style=\"font-weight: 400\">It is in a<\/span><a href=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/cloud-services\/\"> <span style=\"font-weight: 400\">cloud folder<\/span><\/a><span style=\"font-weight: 400\"> shared with a contractor who finished a project in March.<\/span><span style=\"font-weight: 400\"> It is on a phone that goes to a conference. The obligation has not changed at all. The surface it applies to has changed completely.<\/span><\/p>\n<h2><b>What your clients assume you are doing<\/b><\/h2>\n<p><span style=\"font-weight: 400\">Nobody hiring an accounting, valuation, advisory, or consulting firm asks about encryption. They assume it. What they are actually assuming is broader than that and worth stating plainly.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">That only the people working on their matter can see their material.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">That when somebody leaves the firm, their access goes with them.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">That a lost laptop is an inconvenience rather than a disclosure.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">That the firm could describe, if asked, how any of this works.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">Most of the firms I meet are doing better on the first two than they think, and worse on the last one. The gap is usually documentation rather than practice.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-4556\" src=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2026\/10\/23-1-1024x535.png\" alt=\"\" width=\"836\" height=\"437\" srcset=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2026\/10\/23-1-1024x535.png 1024w, https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2026\/10\/23-1-300x157.png 300w, https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2026\/10\/23-1-768x401.png 768w, https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2026\/10\/23-1.png 1200w\" sizes=\"(max-width: 836px) 100vw, 836px\" \/><\/p>\n<h2><b>Four things worth checking this quarter<\/b><\/h2>\n<h3><b>Who still has access that should not<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Departures are the common failure. Not through carelessness, but because removing access is nobody&#8217;s job in particular, and the person who would notice is the person who left. A list of every account with access to client material, reviewed twice a year, resolves most of this.<\/span><\/p>\n<h3><b>Where material sits when somebody is working away from the office<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Partners work from client sites, from home, and from wherever a deal happens to be. That is normal and it is not the problem. The problem is when the only way to make that work was for somebody to copy a folder onto a personal machine, and nobody ever deleted it.<\/span><\/p>\n<h3><b>What happens when a contractor or a temporary hire finishes<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Seasonal capacity is a fact of life in accounting. Every additional person is an additional set of credentials, and the end of the season is the moment to close them, not the following year.<\/span><\/p>\n<h3><b>What you would hand somebody who asked<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Increasingly, a client&#8217;s own auditor or insurer will ask your firm to describe its controls. <\/span><span style=\"font-weight: 400\">Having a<\/span><a href=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/blog\/audit-ready-evidence-proving-youre-doing-what-you-say\/\"> <span style=\"font-weight: 400\">short written account<\/span><\/a><span style=\"font-weight: 400\"> of what is protected, how access is granted and removed, and what happens if something is lost turns a stressful request into a five minute one.<\/span><span style=\"font-weight: 400\"> This is also what a<\/span><a href=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/blog\/can-your-firm-pass-a-client-security-review-what-boston-law-and-accounting-firms-need-to-prove-today\/\"> <span style=\"font-weight: 400\">client security review<\/span><\/a><span style=\"font-weight: 400\"> tends to ask for.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-4557\" src=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2026\/10\/24-1024x535.png\" alt=\"\" width=\"811\" height=\"424\" srcset=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2026\/10\/24-1024x535.png 1024w, https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2026\/10\/24-300x157.png 300w, https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2026\/10\/24-768x401.png 768w, https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2026\/10\/24.png 1200w\" sizes=\"(max-width: 811px) 100vw, 811px\" \/><\/p>\n<h2><b>The unglamorous controls that do most of the work<\/b><\/h2>\n<p><a href=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/blog\/the-submarine-test-that-explains-why-your-mfa-isnt-enough\/\"><span style=\"font-weight: 400\">Multifactor authentication<\/span><\/a><span style=\"font-weight: 400\"> on everything that touches client data, with no exception for anybody senior.<\/span><span style=\"font-weight: 400\"> Email and cloud tools configured deliberately rather than left at their defaults, which is much of what<\/span><a href=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/blog\/microsoft-365-hygiene-shared-mailboxes-retention-and-labels\/\"> <span style=\"font-weight: 400\">Microsoft 365 hygiene<\/span><\/a><span style=\"font-weight: 400\"> covers.<\/span><a href=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/cybersecurity\/\"> <span style=\"font-weight: 400\">Endpoint detection<\/span><\/a><span style=\"font-weight: 400\"> on the machines people actually use. Backups that somebody has<\/span><a href=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/data-backup\/\"> <span style=\"font-weight: 400\">restored from<\/span><\/a><span style=\"font-weight: 400\"> at least once.<\/span><a href=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/blog\/data-lifecycle-controls-that-satisfy-regulators-and-clients\/\"> <span style=\"font-weight: 400\">Access removed<\/span><\/a><span style=\"font-weight: 400\"> the week somebody leaves.<\/span><\/p>\n<p><span style=\"font-weight: 400\">None of that is impressive. All of it is what actually holds.<\/span><\/p>\n<h2><b>On what I will and will not claim<\/b><\/h2>\n<p><span style=\"font-weight: 400\">I provide<\/span><a href=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/compliance\/\"> <span style=\"font-weight: 400\">compliance support<\/span><\/a><span style=\"font-weight: 400\"> and I will help your firm meet what your industry and your clients require of it.<\/span><span style=\"font-weight: 400\"> I am not going to tell you that hiring me makes your firm certified under any particular standard, because that is not how certification works and you would be right to distrust anybody who said otherwise.<\/span><\/p>\n<p><span style=\"font-weight: 400\">What I will do is tell you plainly what is in place, what is not, and what I think is worth fixing first. If you want to go through it, call me at (617) 221-4100.<\/span><\/p>\n<div style=\"width: 100%;background: #f4f8fa;padding: 60px 20px;font-family: Segoe UI, Arial, sans-serif\">\n<h2 style=\"text-align: center;color: #000;font-size: 40px;line-height: 1.2;font-weight: 800;margin: 0 0 45px\">Frequently Asked Questions<\/h2>\n<div style=\"width: 100%;max-width: 1100px;margin: 0 auto\">\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">1. How has confidentiality changed for small firms?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">The obligation to protect confidential information has not changed, but the way firms store and access data has. Client information now lives across laptops, phones, email accounts, cloud platforms, and shared folders, so confidentiality depends on controlling access across all of those environments.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">2. What do clients assume about how their information is handled?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Clients generally expect that only authorized people can see their information, that access is removed when someone leaves, that lost devices do not automatically expose their data, and that the firm can clearly explain how those protections work.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">3. Do clients expect firms to discuss encryption?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Usually not in technical detail. Clients tend to assume appropriate protections such as encryption are already in place. What matters most is that their information stays private and the firm can explain how access, devices, and data are protected.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">4. Where do most firms fall short on confidentiality?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Many firms have reasonable security practices but lack written documentation. The gap often appears when a client, auditor, insurer, or partner asks the firm to describe its access controls, offboarding process, backups, and security procedures.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">5. Does a small firm owe the same confidentiality as a large one?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Yes. The responsibility to protect confidential client information does not become smaller simply because a firm has fewer employees. Small firms still need appropriate safeguards, access controls, and security practices.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">6. Why do former employees often keep access?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Access can remain active when nobody clearly owns the offboarding process. Without a defined checklist and responsible person, old email accounts, cloud access, shared folders, or application permissions may remain open longer than intended.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">7. How often should access to client material be reviewed?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">A formal access review at least twice a year is a practical starting point for many firms. Additional reviews should follow staffing changes, seasonal hiring, role changes, or major technology updates.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">8. What should happen when a contractor or temporary employee finishes?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Their accounts and access should be disabled promptly at the end of the engagement. Temporary and seasonal workers should be included in the same offboarding process as permanent employees.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">9. How should access be handled when someone leaves the firm?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Access should be removed as part of the employee&#8217;s departure process. This should include email, cloud storage, shared drives, business applications, remote access, and any other system containing confidential information.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">10. Is it a problem when partners work from client sites or home?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Remote work is not automatically a problem. The risk appears when employees copy confidential files to personal or unmanaged devices, use insecure connections, or store client information in places the firm cannot monitor or control.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">11. Why are copies of client files on personal devices risky?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Personal devices can reduce the firm&#8217;s visibility and control over confidential information. If the device is lost, shared, sold, compromised, or improperly backed up, the firm may have difficulty determining what data was exposed.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">12. What happens if a laptop is lost or stolen?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">The impact depends on the security controls in place. Encryption, endpoint protection, multi-factor authentication, device management, and strong access controls can significantly reduce the risk that a lost device becomes a data exposure incident.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">13. Why might a client&#8217;s auditor or insurer ask about our security controls?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Auditors, insurers, and clients increasingly want evidence that firms handling sensitive information have appropriate safeguards in place. Clear answers can influence vendor approval, client relationships, contracts, and insurance terms.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">14. What should a short written account of our security controls include?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">It should explain what information the firm protects, how access is granted and removed, how devices and accounts are secured, how backups work, and what happens if a device or account is lost or compromised.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">15. How does written documentation help during a security review?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Documentation makes it easier to answer client questionnaires, insurance applications, and security reviews without rebuilding the same information each time. It also helps the firm identify gaps before someone else asks about them.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">16. Which controls do the most to protect client data?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Important protections include multi-factor authentication, properly configured email and cloud systems, endpoint detection, device encryption, tested backups, access controls, and prompt removal of accounts when employees or contractors leave.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">17. Should multi-factor authentication apply to senior staff too?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Yes. Senior staff and partners often have access to highly sensitive information, so making exceptions can create additional risk. MFA should be applied consistently across accounts that access confidential data.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">18. Why do backups need to be restored, not just run?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">A backup report only shows that a backup process completed. Performing a restore confirms that the data is usable and that the firm can actually recover information when a real disruption occurs.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">19. Can an IT provider make my firm certified under a security standard?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">An IT provider can help a firm improve security controls, documentation, and readiness for specific requirements, but formal certification usually involves a separate assessment or audit process. Be cautious of providers that promise certification simply through their services.<\/div>\n<\/details>\n<details style=\"width: 100%;background: #fff;border-radius: 14px;margin: 0 0 18px;padding: 0 28px;overflow: hidden\">\n<summary style=\"cursor: pointer;position: relative;padding: 24px 48px 24px 0;font-size: 19px;line-height: 1.5;font-weight: 600;color: #111\">20. What is a good first step toward better confidentiality?<br \/>\n<span style=\"position: absolute;right: 0;color: #f46048;font-size: 28px;line-height: 1;font-weight: bold\">+<\/span><\/summary>\n<div style=\"padding: 0 0 24px;color: #444;font-size: 16px;line-height: 1.7\">Start by reviewing who currently has access to client information and documenting the controls already in place. To discuss what is working, what may be missing, and what to prioritize first, call <a style=\"color: #002f44;font-weight: bold;text-decoration: none\" href=\"tel:6172214100\">(617) 221-4100<\/a>.<\/div>\n<\/details>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/contact-us\/\"><img decoding=\"async\" class=\"aligncenter wp-image-1625\" src=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2024\/10\/Copy-of-Purple-Minimal-Call-to-Action-Email-Header-copy-1-1024x340.png\" alt=\"\" width=\"819\" height=\"272\" srcset=\"https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2024\/10\/Copy-of-Purple-Minimal-Call-to-Action-Email-Header-copy-1-1024x340.png 1024w, https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2024\/10\/Copy-of-Purple-Minimal-Call-to-Action-Email-Header-copy-1-300x100.png 300w, https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2024\/10\/Copy-of-Purple-Minimal-Call-to-Action-Email-Header-copy-1-768x255.png 768w, https:\/\/cmitsolutions.com\/boston-ma-1020\/wp-content\/uploads\/sites\/29\/2024\/10\/Copy-of-Purple-Minimal-Call-to-Action-Email-Header-copy-1.png 1392w\" sizes=\"(max-width: 819px) 100vw, 819px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Twenty years ago, confidentiality at a small firm was largely a question&#8230;<\/p>\n","protected":false},"author":331,"featured_media":4555,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[27,26,22,48,28,35],"class_list":["post-4554","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-local-it","tag-client-satisfaction","tag-client-solution","tag-cmit-boston","tag-cmit-boston-newton-waltham","tag-cost-savings","tag-cyber-security-solution"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.4 - aioseo.com -->\n\t<meta name=\"description\" content=\"Client data now sits on laptops, phones, and cloud tools. 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