Client ID scattered across inboxes and shared drives? We'll give it one secure home.
- ID copies live in several
- Anyone in the business can
- Former staff may still have
- Records aren't backed up
Once client ID is spread across inboxes, desktops and open folders, it's hard to protect and harder to find. We set up one secure place for ID records in the systems you already use, restrict access to the people who need it, switch on sign-in protection, and move existing copies in so stray ones can be removed.
- Same-day or next-day, where available
- Onsite across Perth, or remote
- No lock-in contract
- Business and home IT
Is client ID stored everywhere and nowhere?
- ID copies live in several inboxes and folders
- Anyone in the business can open the ID folder
- Former staff may still have access
- Records aren't backed up, or the backup isn't protected
- There's no simple way to find one client's ID quickly
How we secure your ID records
Choose the right place
A restricted location in your Microsoft 365, Google Workspace or practice system.
Restrict access
Only the people who handle client ID can open it.
Protect sign-in
Multi-factor authentication on every account with access.
Move existing records in
ID copies are moved from inboxes and folders into the secure location.
Remove stray copies
Duplicates are deleted once the records are safely in place.
Check backups
Records are backed up, and the backup is protected too.
What this service doesn't cover Deciding how long you must keep records. Check AUSTRAC's guidance or your compliance adviser.
From brief to done, in three steps
Tell us what needs to change
Book online or call. Tell us how many people and mailboxes are involved, and what you want to achieve.
We confirm the plan and scope
Before work starts, we confirm what's included, the order of work and any interruption to email.
We complete the work
Onsite or remotely, scheduled to keep disruption to your business low.
What you get
- One secure place for client ID records
- Access limited to the people who need it
- Sign-in protection on every account with access
- Stray copies removed and backups checked
We're not AML/CTF compliance advisers. We help with the IT and data security side of handling client ID. For what your obligations are, check AUSTRAC's guidance or speak with your compliance adviser.
Why Perth businesses call PCE
No lock-in
Book a technician when you need one. No ongoing managed-services contract required.
Onsite or remote
We choose the route that gets you working again, and come onsite when it's needed.
Plain-English notes after every job
You'll know what was wrong, what we changed and what to watch for.
Scope confirmed before we start
You'll know what's included and when the work happens before anything changes.
Secure ID records answered
Do we need new software?+
Usually not. Most practices can secure ID records in Microsoft 365, Google Workspace or their existing practice system.
Can we still find a client's ID quickly?+
Yes. A clear structure makes it faster to find, not slower.
What about paper copies?+
We'll recommend how to handle them, including secure scanning and disposal.
Who can see the records?+
Only the people you approve. We set it up and show you how to change it.
We cover most of Perth
Onsite across most of the Perth metro area, and remote help anywhere in Perth.
- Onsite across most of the Perth metro area
- Remote help anywhere in Perth
Give client ID one secure home
Book an experienced technician online, or tell us what's happening and we'll recommend the right next step.
Call 08 6559 6485
Phones and technicians: Monday to Friday, 8am to 4pm