Managing Client Confidentiality as a Business Owner

Confidentiality matters in businesses of all shapes and sizes. Within fields like health care and law, this matter is fundamental to the services you offer. Even within fields like retail, keeping customer information quiet is both a legal and ethical matter. Failure to get this right could both ruin your reputation and see you facing time in court.

That’s why those running large businesses add confidentiality clauses into contracts. But, what happens when you’re going it alone in the business world? On the surface, you may assume that being a solo entrepreneur makes it easier to keep things quiet. You wouldn’t be wrong. Still, it’s worth noting that being the only link in your business chain can add a load of pressure. It’ll fall solely on your shoulders to keep those secrets, after all. What’s worse, any breaches will come right back to you with no exception.

Managing Client Confidentiality as a Business Owner

Doesn’t sound half as appealing now, does it? Fear not, though. Everything coming back to you also means you’re in full control of how you manage this issue. With that in mind, consider the following steps you should take to ensure confidential information never lands in the wrong hands.

Do your research

Even if you’ve worked in your chosen field before, having a boss explain confidentiality is different from managing it yourself. Your first step should be to research how to properly manage customer data. Bear in mind that this alters dependent on the services you offer and the information you have access to.  A lawyer, for instance, needs to take a lot more care than someone working in retail. Make sure, then, to spend plenty of time researching the confidentiality laws for your specific enterprise. Keep copies of these and read them thoroughly to avoid mistakes.

Secure your servers

Once you know what you need to keep secret, it’s time to consider how you can do that. In modern business, the best option would be to turn to the security solutions offered by companies like These ensure that your files are safe from internal and external breaches. You should also take extra precautions yourself. Putting complex passwords on your computer files and locking your office door could help. In short, you need to consider every possible breach. Note, too, that it’s worth keeping your copies of confidential files to a minimum. There’s a difference between backing up and getting careless.

Vet everyone you let in

If you do take the security step mentioned, you’re going to need to let an external company into your workings. This alone could pose problems if you don’t choose wisely. If an outsourced company misused information, it could come back to bite you. To ensure that doesn’t happen, vet outsourced companies the way you would an employee. Use steps like the ones found on to make sure a company is 100% right for the job. By checking things like the company’s legal agreements, you can ensure you retain confidentiality for a long time to come.

This post was done in collaboration and may contain affiliate links.

save this article:

Enjoy this article and find it helpful? Pin this image on Pinterest so you’ll always have this info on hand!

Managing Client Confidentiality as a Business Owner