I've convinced the client that OpenACS is reliable and secure, and that we don't need to worry about security issues.
This is a scary thing to say, especially if you are dealing with financial documents. It is true that aolserver is relatively secure (in part because of obscurity)... but you should ALWAYS worry about security, and it is irresponsible to tell somebody they don't need to worry about it. For this type of application i would disable the cookies after 10-15 minutes of inactivity or so and disable the feature to permanently store somebodies username/password in cookies... just like online banks do it.
If the information is cached in "work offline" or something like that in internet explorer it has nothing to do with the web server security per say, it has to do with training employees to do one of two things clear their cache (or entirely disable caching of browsing information), or more likely to get them to log off of their computer when not in use (you are using an OS with multi user capability if you are doing finacial work right?). Then each time a user uses a comptuer they log in seperately and get their cache from the previous time they themselves had been logged in. Win95/98/Me doesnt' do this securely. Win NT4, 2k, XP does do this okay, linux/unix are fine, and Mac OS X or higher is fine for multiple users using the same computer with sensitive information.
Although not breakable, it would help to put
<META HTTP-EQUIV="Expires" CONTENT="SOME TIME 15 minutes after now">
in your pages...