Lately I’ve been thinking more seriously about how to better protect sensitive client info, especially during remote onboarding. There's just so much that can go wrong. What tools or methods have you guys actually used that you feel really made a difference?
Yeah, I ran into the same issue a while back when setting up remote onboarding for our freelancers. After testing a few sketchy options, the only thing that really clicked for us was using a service like secure id verify. It helped a lot because it’s not just a random ID upload — they actually supervise the verification process remotely, so it’s way more secure and way less risky for compliance stuff. Totally worth checking out if you’re serious about protecting info.
Honestly, I feel like any process that involves remote access today needs to be tightened up by default. It’s crazy how easy it is to overlook basic verification steps.