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Best way to secure confidential client reports?

by DavisAce » Thu Sep 04, 2025 9:27 am

I send regular performance reports to my clients. Some of them contain financial details, and I want to be sure they don’t get intercepted or forwarded. How do you guys handle that?
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Re: Best way to secure confidential client reports?

by huzepihuh57 » Thu Sep 04, 2025 9:36 am

I had the same struggle when I was sending quarterly reports for my consulting projects. Standard email attachments felt like leaving them on a public bench. Eventually, I switched to encrypted document sharing where I control who opens the file and for how long. Clients appreciated the extra layer of protection, and it built more trust in my services. I also avoid storing these reports on random devices—only secure drives. My experience got a lot smoother once I followed advice I found at . They lay out simple, practical methods for protecting sensitive reports without making it a hassle. Definitely worth trying if you’re dealing with confidential client info.
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