I run a small bookkeeping business from my house and lately I've been worried about client files being safe. I have a laptop that stays home and a desktop, both on the same wifi. I use cloud storage for backups but I'm not sure if it's set up right. What do you all do to keep things locked down without spending a fortune?
Keeping client files secure while working from home
Full disk encryption is the first thing. BitLocker on Windows, FileVault on Mac. If a laptop gets stolen, they can't read anything.
Seconding encryption. But also check who else is on your network. Family members, smart TVs, etc. A separate guest network for client work devices can help limit exposure.
What cloud storage are you using? Some are better than others. Make sure two-factor is on for that account.
I don't run a business but I work from home with sensitive stuff. My routine is: encrypted drive, password manager, and I never leave client files on the desktop. Everything in a VeraCrypt container that I mount only when needed.
VeraCrypt is good but if you're not technical it can be a pain. BitLocker is already there if you have Windows Pro.
How many clients? If it's just a handful, maybe a simple external encrypted drive that you keep in a locked drawer is enough. Cloud is convenient but adds another attack surface.
This might be overkill but I'd also think about your router. Change the default admin password, update firmware. A lot of people forget that part.
Also, if you're using cloud storage, check if it supports client-side encryption or at least encrypted at rest. Some services let you bring your own key.
One more thing: backups. If you get ransomware, having an offline backup saved me once. Keep one copy disconnected.
Agree on offline backup. Cloud sync is not a backup if it syncs the encrypted files too.
What about the desktop? Is it used by anyone else in the house? A separate user account with a strong password and no admin rights for daily use can help.
I would also disable remote desktop and file sharing if you don't need them. Windows sometimes has those on by default.
Honestly, for a small bookkeeping setup, the big three are: encryption, strong unique passwords with 2FA, and offline backups. Everything else is extra.
And keep the OS updated. Sounds obvious but people skip it. That's most of it.