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The perks of using our client portal

You will hopefully be aware of the General Data Protection Regulations (GDPR) that came into effect on 25th May 2018.

In response to GDPR…

In response to these regulations, any business who stores or processes personal data has had to implement appropriate processes and procedures to safeguard people’s information and protect against data breaches.

As Accountants, we are in regular contact with our clients and the nature of the work that we carry out for them often requires personal data to be exchanged.

Often, email is the quickest and most efficient way of communicating with our clients. However, the new regulations mean that personal data sent via email must be better protected, to prevent anyone but the intended recipient from accessing it.

This could see password protected documents and more lengthy exchanges becoming the norm.

At George Hay we consider our client portal to be the most secure method of exchanging data and so, in the coming weeks and months, we’ll be encouraging more of our clients to use it.

As well as being secure, we anticipate that as a result of the changes in legislation, the client portal could quickly become the most efficient means of sending information to and receiving information from our clients.

Embracing change can be challenging…

Many of our clients have been using the client portal for some time now and many more are now choosing to use it in the wake of GDPR.

However, we understand that some individuals will be reluctant to explore the capabilities of the client portal.

When change is afoot, it can be difficult to get our heads around how we can accommodate it. Often though, we look back and wish we’d embraced it sooner.

Embracing change can not only be easier than we initially anticipate, but it can often have unexpected benefits too.

Client portal: what are the perks?

1. Better protection: You now have the option to turn on two-factor authentication when using our client portal. This means that when you log in, you will receive an email shortly after containing a unique code. You must then enter this code online to confirm your identity. Two-factor authentication can be set-up via the account menu.

2. Improved security: All passwords are encrypted via a salting and hashing algorithm. This means no-one can view your password, including us.

3. In-built and insightful tools: These include, for example, a password strength indicator that helps you to ensure your passwords are difficult to crack.

4. Encryption: As documents are uploaded to the portal, they are encrypted by way of SSL and AES technologies. This means your personal data is kept safe whilst it makes its way to us and vice versa.

5. Collaborative: You can give us access to all your business-critical information as you get it. Once uploaded, only you and us can view the files in question. The portal is a safe, simple and secure platform that enables us to work more intuitively alongside our clients.

6. Accessible: The portal can be accessed anywhere at any time on your desktop and on your mobile device.

7. GDPR compliant: Importantly, the portal fulfils the security requirements set out under the new GDPR legislation.

Efficient, effective, safe & secure

Ultimately, the client portal facilitates efficient and effective exchange of sensitive and confidential information, whilst also giving you peace of mind that your data is safe and secure.

If you’re already using the portal and have any questions, or if you’re not currently using it but you would like to, please don’t hesitate to contact your usual adviser.

If you’d like to find out more about George Hay and the services we offer to our clients, explore our website here.

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Bedfordshire (Biggleswade)
Brigham House, 93 High Street, Biggleswade, Bedfordshire, SG18 0LD
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Tel: 01462 708810

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Tel: 01480 426500
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