How do you ensure client confidentiality when working remotely or from a co-working space?

1 Use secure devices and networks

One of the most important steps to ensure client confidentiality is to use secure devices and networks when accessing, storing, or transmitting client data. This means using strong passwords, encryption, antivirus software, and firewall protection on your laptop, smartphone, tablet, or any other device you use for work. It also means avoiding public or unsecured Wi-Fi networks, such as those in cafes, hotels, or airports, and using a VPN (virtual private network) to create a secure connection. If you have to use a public or shared computer, make sure to log out of your accounts, clear your browser history, and delete any files you downloaded or created.

4 Dispose of data and documents properly

A fourth step to ensure client confidentiality is to dispose of any data or documents that you no longer need or that your client has instructed you to delete or destroy. This may include shredding paper documents, deleting electronic files, wiping hard drives, or using secure data erasure software. You should also avoid printing or copying any documents that contain confidential information unless absolutely necessary, and store them in a safe place until you dispose of them. You should also back up your data regularly and use cloud storage services that offer encryption and security features.

5 Educate yourself and others

A fifth step to ensure client confidentiality is to educate yourself and others about the best practices and the potential risks of working remotely or from a co-working space. You should stay updated on the latest trends, tools, and threats related to data security and privacy, and seek advice or assistance from experts if you encounter any issues or challenges. You should also inform and train your team members, subcontractors, or partners who work with you or on behalf of your client about the importance and the methods of ensuring client confidentiality. You should also monitor and report any suspicious or unauthorized activity or breach that may compromise your client's data or information.

6 Communicate clearly and professionally

A sixth and final step to ensure client confidentiality is to communicate clearly and professionally with your client and with anyone else involved in the project or the relationship. You should establish and maintain trust and rapport with your client by being transparent, honest, respectful, and responsive. You should also communicate your progress, challenges, feedback, and expectations regularly and effectively, and use appropriate channels and formats for different types of communication. You should also avoid disclosing or discussing any confidential information with anyone who is not authorized or relevant to the project or the relationship, and seek your client's consent before sharing any information with third parties.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?