Secure Data Handling Policy

Secure Data Policy for Do & Talk, LLC.

Effective Date: 01/03/2023 Last Updated: 04/03/2025

1. Purpose

This Secure Data Policy outlines how Do & Talk, LLC. collects, stores, accesses, and protects client data. It ensures that all data handled by our team remains confidential, secure, and used only for authorized purposes.

2. Scope

This policy applies to all employees, contractors, and subcontractors who manage or have access to client data.

3. Data Collection & Use

We collect only the data necessary to perform agreed-upon services. Types of data include:

• Contact information

• Schedules and calendars

• Business documents

• Financial data (if provided)

• Login credentials (only when explicitly authorized)

Data is collected through secure platforms.

4. Data Storage

Client data is stored using the following standards:

• Cloud Storage: Encrypted cloud platforms 

• Local Devices: Protected with up-to-date antivirus, firewalls, and strong password protection

• Access Control: Data is only accessible by authorized personnel

5. Data Transmission

All data transfers are encrypted using HTTPS, VPN, or encrypted file-sharing tools. Email attachments are sent with password protection or secure links.

6. Confidentiality

All team members sign confidentiality and non-disclosure agreements. No client information is shared or sold to third parties.

7. Data Retention & Deletion

Data is retained only as long as necessary:

• Files are reviewed every 6 months

• Upon client request or end of contract, data is permanently deleted from all systems within 14 business days

8. Breach Notification

If a data breach occurs:

• Clients are notified within 72 hours of discovery

• Steps will be taken immediately to mitigate damage and prevent future breaches

9. Client Responsibilities

Clients must:

• Provide accurate and up-to-date information

• Notify us of any unauthorized access

• Use secure platforms for communication when possible

10. Policy Updates

We may update this policy as needed. Clients will be notified via email of major changes.

Contact: info.doandtalk@gmail.com