Client Data Done Right: Documentation Storage, Security & Access for IT Pros

As IT consultants, we collect a lot of information about our clients — network configurations, equipment details, passwords, service tags, and more. But how do we organize it all so it's secure, accessible, and useful when we need it most?
Join us for a roundtable discussion on how fellow consultants manage client data. We'll explore:

• What information we collect and retain (e.g., network ranges, hardware records, credentials)
• How we organize it — from sticky notes and handwritten files to tools like ConnectWise and beyond
• How we access it securely — especially from mobile devices when a client calls out of the blue
• What tools work best — free, paid, or AI-assisted options

Whether you have a polished system or you're still figuring it out, come share what works (and what doesn't). This is a relaxed roundtable format — no slides required, just your experience and curiosity.
Speaker(s):
Round table discussion from OCCA experts!
Agenda:
6:00 PM - Dinner, Stump-the-Geek, Gadget Minute, Tech News & Discussion
7:00 PM - Main topic