Practice development

STEP 8 – Security Awareness Log

Step 8 of our workbook records that your staff have read and acknowledged their responsibilities under the GDPR by reading your practice Information Security Policy. What is an Information Security Policy? We have published a guide “Information Security Policy” on our support portal, the Supporting Documents section. The introduction to this document says: This Information… Continue reading STEP 8 – Security Awareness Log

Practice development

Complimentary access to our 2018-19 planning video

I have just produced the April 2018 video in our TaxBox series. The title is Taxing Times and it highlights a number of tax and associated changes that will affect clients during 2018-19. Do you have video content on your website? An increasing number of progressive firms are starting to use video content on their… Continue reading Complimentary access to our 2018-19 planning video

Practice development

2018-19 video content for your website

I have just produced the April 2018 video in our TaxBox series. The title is Taxing Times and it highlights a number of tax and associated changes that will affect clients during 2018-19. Do you have video content on your website? An increasing number of progressive firms are starting to use video content on their… Continue reading 2018-19 video content for your website

Practice development

STEP 5 – create a privacy notice for your employee contracts

This week my GDPR chore was to edit the Privacy Notice in the Workbook and incorporate the finished document into my employee contracts. I need to confess that I have no employees, but I did edit the worksheet so that I could report on what is involved. Sheet 5 builds a privacy notice that communicates… Continue reading STEP 5 – create a privacy notice for your employee contracts

Practice development

STEP 4 – create a Privacy Notice for your online resources

This week my GDPR chore was to edit the Privacy Notice in the Workbook and send it to my website developer. What is a Privacy Notice? The Privacy Notice is required to be accessible from any online resources that you use to collect personal data. Your website is the prime example, but it could be… Continue reading STEP 4 – create a Privacy Notice for your online resources

Practice development

STEP 3 – Editing the Data Retention Schedule

Step 3 of the GDPR Workbook is the review and edit of the entries in the Data Retention Schedule. What is the Data Retention Schedule? The Data Retention Schedule is the place where you record various information about ALL sources of personal data you hold; whether this be of clients, prospects, staff or other business… Continue reading STEP 3 – Editing the Data Retention Schedule

Practice development

STEP 2 GDPR Workbook – completing Record of Processing

The second step in my progress towards GDPR compliance is to complete the next page in my GDPR Workbook, the Record of Processing. As readers following these weekly posts will remember I am tackling the process in a leisurely fashion, one step a week for 12 weeks so I don’t place an unreasonable strain on… Continue reading STEP 2 GDPR Workbook – completing Record of Processing