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GDPR Centre
GDPR Checklist - Controllers and Processors
CONTROLLERS AND PROCESSORS CHECKLIST Controllers Checklist Processors Checklist Step 1 of 4: Lawfulness, fairness and transparency 1.1 Information you hold: Your business has conducted an information audit to map data flows. You should organise an information audit across your business or...
rating 31 Oct, 2019 Views: 369
Change in Personal Authentication Data – option to provide eye colour is no longer available
The ‘Eye colour’ field has been disabled to prevent accidental use as part of the introduction of the General Data Protection Regulations (GDPR) in May 2018, Companies House have reviewed the 3 out of 7 personal data used to authenticate subscribers for electronic submissions. Companies...
rating 31 Oct, 2019 Views: 316
TaxCalc's approach to GDPR
What is GDPR GDPR stands for General Data Protection Regulation. The GDPR effectively replaced the Data Protection Act (1998) as of 25 May 2018. The GDPR sets out guidelines for managing personally identifiable information. It applies to data ‘controllers’ and ‘processors’ and is...
rating 31 Oct, 2019 Views: 255
How to use the Consent Management feature within Practice Manager
This article will go through the steps on using Consent Management for GDPR. Step 1: Launch Practice Manager Step 2: Select a Client/Contact you have created (Double – click on the client or right click on the client and click on Edit Client/Contacts). Step 3: Select Engagement from...
rating 31 Oct, 2019 Views: 163
GDPR Checklist - Records Management
RECORDS MANAGEMENT CHECKLIST Step 1 of 4: Management and organisational records management 1.1 Records management organisation Your business has defined and allocated records management responsibilities. You should assign lead responsibility for records management at a senior enough level to...
rating 31 Oct, 2019 Views: 130
CloudConnect and GDPR
As well as TaxCalc’ s general preparations for GDPR as a data controller and data processor (detailed here: TaxCalc's approach to GDPR) the CloudConnect product has specific additional details. Our cloud service is a core processing focus and we operate it on a data processor basis. CloudConnect...
rating 31 Oct, 2019 Views: 106
GDPR Checklist - Direct Marketing Checklist
DIRECT MARKETING CHECKLIST Step 1 of 1: Direct marketing 1.1 Direct marketing governance Your business has defined and allocated responsibility for compliance with data protection legislation and PECR when carrying out direct marketing activities or roles. You should clearly allocate...
rating 31 Oct, 2019 Views: 100
How to use the Bulk Consent Function within Consent Management
This article will go through the bulk consent function within the consent management screen. This enables you to add a consent for all of your clients. Please note: At this moment in time, you are unable to choose specific clients/contacts. This functionality will be available in a future release....
rating 31 Oct, 2019 Views: 97
GDPR Checklist - Data sharing and subject access checklist
DATA SHARING AND SUBJECT ACCESS CHECKLIST Step 1 of 5: Data sharing governance 1.1 Data sharing policy Your business has communicated policies, procedures and guidance to all staff that clearly set out when it is appropriate for them to share or disclose data. Your policies, procedures and...
rating 31 Oct, 2019 Views: 96
GDPR Checklist - CCTV
CCTV CHECKLIST Step 1 of 4: Installing a system 1.1 Data protection impact assessment Your business has identified and documented the potential impact on individuals’ privacy and taken this into account when installing and operating the CCTV system. You regularly review whether CCTV is still...
rating 31 Oct, 2019 Views: 87

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