Data protection is a core principle of what accountants do (i.e. client confidentiality) and always needs to be taken seriously. As part of our series of blogs setting the scene for the new data protection rules coming into effect on 25 May 2018 we suggest here some tips and ideas for accountancy firms to implement so as to make their data more secure.

Meeting the reasonable expectations of clients and employees

Do your staff know:

  • To collect only the personal information, they need for a particular business purpose?
  • To explain new or changed business processes to clients and fellow employees or contractors, and to obtain consent or provide an opt-out where appropriate?
  • To update records promptly – for example, changes of address, marketing preferences?
  • To delete personal information the business no longer requires?
  • That they commit an offence if they release client / employee records without their employer’s consent?
  • About any workplace monitoring that may be in operation?

For more practical hints and tips on data protection and to get you started on your preparations for 25 May, please come to one of our series of courses on the ‘General Data Protection Regulation – What Accountants Need to Know’ at the Talbot Hotel, Stillorgan, County Dublin on one of the following dates:

Wednesday 21 March 2018 10am to 1pm

Wednesday 18 April 2018 2pm to 5pm

Wednesday 30 May 10am to 1pm

For more information on our other upcoming courses click here