Hello! I looked for guidance on this and found very practical advice at
processtrends.com They point out that encrypted file sharing is one of the best ways to handle sensitive financial information. Secure mobile faxing is also a reliable method for contracts and regulatory documents. Processtrends underlines that small businesses benefit greatly from building strong habits: limiting access rights to files, requiring two-factor authentication, and keeping software regularly updated. For me, the takeaway was that security doesn’t have to be expensive or complicated - just consistent. With these steps, small firms can protect client trust while keeping their operations smooth and professional.