A client refused to switch from email to Lissio, a secure system for financial statements. The provider asked them to sign a waiver accepting liability for the email risk, but the client wouldn't take that on. It shows the friction between FTC compliance requirements and clients who resist new software.
Chapters
Because some of our clients like to get an email with their financial statements. Like, no, you have to make sure we stick to— we use Lissio, stick to inside the product, stick to where it's safe. And there should be no pushback. If there's pushback, now we have another way we can say, look, we're trying to keep your data safe. Like, I had one client out of all of them when I made the switchover because it's hard to change software. And I said, this is what I'm doing now. And he's like, I don't want another app. I don't want more software. I'm not gonna do it. He said, I'm not gonna do it. And I told him, well, I'm not gonna hold the responsibility of taking care of your data. And you're, you're telling me you want me to email you all this stuff. I'm gonna push that responsibility on you. I want you to sign a waiver form. I'm gonna put it together for you. And he was like, oh, oh, oh, I don't wanna sign a waiver. He did not wanna take that responsibility. It was okay to throw it in my lap.