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Customer Information Inventory

Identification of all locations where PII (Personally Identifiable Information) is processed.

Data Asset/System Data Type Storage Location Encryption Status
QiVault / Client Portal SSNs, Tax Docs, Bank Info Cloud (AWS/Azure) AES-256 / Encrypted at Rest
Tax Prep Software Tax Returns, E-file info SaaS (Vendor) MFA Enabled / TLS 1.3
Local Hardware (Laptops) Temporary working files BitLocker/FileVault Full Disk Encryption
Email (Google/O365) Client Communications Cloud TLS / Forced MFA