I would like to ask your advice regarding the above.
I have been employed as a trainee accountant by a practice and I am still very new, currently in my probationary period.
Unfortunately, I happened to upload a document to a client's portal that was meant for another client. Apparently, there was no data breach. (I mention a data breach in the title because there could have been.)
I have been given a verbal warning because of this and told that if it wasn't for my other work I would be let go. I feel really bad as it is a very silly and a very serious mistake. I worked in another practice for two years before this job and never did anything like this. On this occasion I failed to double-check what I was uploading.
I received all the blame for it and was told that because of this we may lose a very good client, but I would think that as a trainee accountant, all my work, including attachments, should be checked before going out to clients and obviously wasn't this time. (I am not set up to send emails directly to clients yet.)
I have learned my lesson and now check everything twice, but I am unsure if there is any basis for me to actually stand my ground or just take it on the chin and be grateful for not being fired?
Obviously, accountants must take data security very seriously and I do realise how serious this was.
I would be grateful if you could advise if I am being unreasonable.