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GDPR Checklist - Information security checklist
INFORMATION SECURITY CHECKLIST Step 1 of 5: Management and organisational information security 1.1 Risk management Your business identifies, assesses and manages information security risks. Before you can establish what level of security is right for your business you need to review the...
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31 Oct, 2019
Views: 1778
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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...
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30 Mar, 2023
Views: 1363
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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...
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30 Mar, 2023
Views: 1360
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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...
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31 Oct, 2019
Views: 1272
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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...
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05 Apr, 2022
Views: 937
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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...
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04 Apr, 2023
Views: 655
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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...
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31 Oct, 2019
Views: 573
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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...
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31 Oct, 2019
Views: 548
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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...
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31 Oct, 2019
Views: 473
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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...
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04 Mar, 2024
Views: 378
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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....
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31 Oct, 2019
Views: 376
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GDPR Checklist - Processors
PROCESSORS CHECKLIST Step 1 of 4: Documentation 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 within particular areas. One person with in-depth knowledge of your working practices...
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04 Apr, 2023
Views: 372
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How to create additional consent types in Consent Management
This article will go through step by step on creating additional consent types and methods in Admin. Consent Types Consent Methods Consent Types Step 1: Launch Admin Step 2: Click on Applications > Select Practice Manager in the table > Customise Practice Manager on the left...
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04 Apr, 2023
Views: 263
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Getting Started with GDPR Centre
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 entirely based on...
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30 Mar, 2023
Views: 58
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