How to securely store documents online

Learn how to securely store documents online

Many small businesses are turning to online document storage services to reduce the headache of managing mountains of business-related files. The right solution for document sharing for small business can improve productivity, reduce costs, simplify collaboration and make compliance with regulations easier than ever.

However, as you consider moving files to the cloud, it’s important to understand how to securely store documents online. While some cloud providers offer state-of-the-art protections, others may be less rigorous when it comes to security. And with any service that provides online file sharing for small business, businesses like yours will still have certain responsibilities when it comes to protecting documents from attack, theft, leaks and data loss.

Thryv can help. As a do-it-all business management platform, Thryv delivers a powerful yet easy-to-use document storage and sharing solution as well as guidance from experts that can show your teams how to securely store documents online and adopt best practices for document security.

What to look for in a secure document storage solution

Choosing the right document storage software is one of the most important factors in learning how to securely store documents online. Your document storage solution should offer these essential features.

  • A secure platform that conforms with best practices and standards for cloud security.
  • Technology and practices that can help to ensure compliance with the many regulations concerning how customer records are stored and used.
  • Certified, trained specialists who are bound by privacy standards when offering support.
  • Back-end processes and vendors that are protected from cyber threats.
  • Tools for requesting and sharing documents that make it impossible to lose files.
  • Document tracking that easily and immediately identifies the most recent version of any file.
  • Privacy marking and document access controls that allow companies to specify exactly who can see which files.

Along with the right document storage solution, practicing good security hygiene is critical to knowing how to securely store documents online. By automating the task of gathering files and enabling clients to upload their own information, you can minimize the number of internal staff members who must view potentially sensitive data. Limiting access to only those employees with a need to know can help reduce the risk of an internal breach. And promoting the use of strong, complex passwords and multifactor authentication can help to keep files safe and secure.

How to securely store documents online with Thryv

Thryv offers a platform with comprehensive tools to help small businesses find customers, manage work, get paid faster and build the business. From sales and payments to marketing and CRM, Thryv delivers all the tools business owners need to organize their work and manage their companies more efficiently.

When you want to know how to securely store documents online, Thryv’s document storage and sharing technology makes it easy. With Thryv, you can securely request, store and share documents directly with contacts, reducing the complexity of document management and enabling employees to access documents anywhere.

Make documents easy to find
Thryv’s online document storage solution allows you to easily request and share documents with clients and contacts. Thryv tracks each file as it moves back and forth so nothing gets lost. You can store documents for both internal and external use, adding files directly to your repository or a client account or allowing contacts to upload files themselves. Easy-to-use search functions let you quickly find the information you need.

Save time and simplify collaboration
Thryv lets you manage documents with a lot less time and effort. Collaborate with colleagues and customers to edit and share documents back and forth while letting Thryv keep track of the most recent version.

Keep documents safe and protected
Thryv lets you limit access to documents by determining who can see what and when. Mark documents as private to ensure that sensitive information remains protected.

Thryv’s comprehensive business management solutions

As a do-it-all platform, Thryv delivers comprehensive tools that address nearly every challenge of your workday.

Online presence management
Automatically update your Google Business Profile to help customers find you, book your services and leave reviews more easily. Monitor and update your online listings across 40+ listing sites. Get a professionally designed website that will make your business as visible as possible to customers and top search engines. Use Thryv’s online portal to help customers book, pay and communicate with your business.

Social media
Simplify your social media by managing your Facebook, Twitter, Instagram and LinkedIn accounts from one place, posting content to all your accounts with a single click. Create posts in advance at times that are most convenient to you, letting Thryv automatically post at the right time to maximize visibility. Consult a library full of customizable posts any time you need inspiration.

Customer communication and CRM
Keep all your customers in one place with a customer relationship management (CRM) system that lets you find, filter, tag and track your contacts. Automatically enrich customer data with information from their social profiles and other online resources. Engage and nurture leads and opportunities to win new customers and keep existing customers coming back.

Marketing automation
Use Thryv’s email marketing tools for small business to automatically trigger targeted marketing campaigns and follow-up messaging. Use customizable templates for emails and texts or build your own campaigns. Automatically track and measure the success of your efforts.

Reputation management
Automatically ask your customers for reviews when invoicing, completing appointments or processing payments. Monitor reviews and customer comments online and respond within one business day, even when you’re too busy to do it yourself. Compare your business to your closest competitors to see how you rank online.

Sales and payments
Issue estimates and invoices from the field and accept digital payments. Automate payment reminders to save time while getting paid faster than ever before. Process credit cards at extremely competitive rates and give customers more ways to pay.

Why Thryv?

More than 40,000 small business owners rely on Thryv to manage their most important business functions. The Thryv platform delivers the tools that business owners need to better manage their time, communicate with clients, get paid faster and build a successful business.

Thryv is the only small business software platform that offers personalized setup and support from small business experts. Through a hands-on onboarding experience, Thryv experts will set up software solutions with your business information and activate the features you care about. Via phone, chat or email, Thryv specialists can provide technical expertise and business know-how 24/7. Our team of client success partners works around the clock to ensure you get the most out of your Thryv implementation.

How to securely store documents online FAQs

Your how to securely store documents online questions, answered.

What are best practices for how to securely store documents online?

The key to how to securely store documents online is to work with a document storage solution with a built-in security features like encryption, anti-malware and audit trails. Be sure to choose a provider that will simplify compliance with the regulations governing document storage for your industry. Use strong access controls to limit who can view documents, and employ good security hygiene to prevent the kind of human error that often leads to security breaches.

What are the other benefits of online document storage?

In addition to technology and expertise that helps small businesses understand how to securely store documents online, the best document storage services should make document management easy, fast and worry-free. Superior solutions let you automate many tasks involved in storing, sharing, requesting and tracking files.