GDPR for Accountants – Self Assessment

A complete GDPR solution

A complete GDPR for Accountants solution designed by accountants for accountants.

Now promoted by the ACCA.

Designed and developed in association with Landmark accountancy practice development specialists.

With much of the work required already done for accountancy practices and built into a comprehensive solution for Accountants.

Why do I need to be concerned about the GDPR?

Simply, because from 25 May 2018 GDPR compliance is a legal requirement.

Putting aside the likelihood of significant penalties if you don’t comply,  your clients will be asking you as the 25 May 2018 deadline approaches, and thereafter, for assurance that you are GDPR compliant.

Any prospective new clients will likely be looking for a GDPR compliant practice.

You risk losing business if you are not already compliant particularly larger more knowledgeable organisations.

You clients will need this confirmation to complete their own GDPR obligations as inevitably, you are handling their personal data. Unless they are satisfied with your response they will look for a compliant advisor.

What is involved in achieving compliance?

At a minimum you will need to invest enough time and effort to complete the following tasks:

  • Data audit – record, in detail, the personal data you keep.
  • Data processing – record, in detail, how you process personal data.
  • Risk management – Identify, assess and track risk to personal data.
  • Inform data subjects – evidence that clients and others know what personal data you hold, privacy statements etc.
  • Staff awareness  – train people in you organisation to be aware of their data security responsibilities.
  • Breach reporting – be able to detect, log and report data breaches.
  • Handling requests – have adequate processes to record, track, monitor and handle requests from data subjects.
  • IT security – create and manage an effective information security policy including IT and website security.

Bob Edwards FCCA

Landmark’s certified accountant Bob Edwards, with significant experience in the accountancy sector, has been involved in the planning and creation of our GDPR for accountants solution.

Bob has pre-populated the GDPR templates with the accountancy specific data you will typically need to record thereby significantly reduce time and effort you would have to invest.

We don’t have the time or resources to do this in-house, what are our options?

GDPR Audited

We can take charge of this process and do it all for you. For a one-off investment our consultants can complete the entire process.

With a complete GDPR audit of your practice including a detailed report of our findings and the competition of the GDPR toolkit.

Visit our partner Landmark to book your audit.

What are our options if we manage the process?

If you want to want to adopt a supported DIY approach this is also catered for.

You simply purchase, and work through, our GDPR self-assessment pack, complete with detailed guides.

We will then verify that your self-assessment is adequate by reviewing your completed pack and providing you with an assessment report.

Visit our partner Landmark to purchase your pack.

If you want to do it all yourself  choose the Self-Assement kit

You simply purchase, and work through, our GDPR self-assessment pack, complete with detailed guides.

If you decide at a later date you want us to complete the process for you,  you can simply upgrade to the Audited service.

If you just want us to check your work then you can also upgrade to our Verified service.

Visit our partner Landmark to purchase your pack.

What you should do now

The clock is ticking.

All practices will need to have this work completed on or before 25 May 2018.

At a minimum, you can purchase the self-assessment pack. Review in detail the work involved and timeline actions to complete before 25 May 2018. After consideration, if you would rather we did the work for you, simply request an upgrade to our Verified or Audited service.

What our customers are saying

Like lots of advisers I’ve been crawling around the net for hours getting really confused about GDPR, then when I came across your GDPR Workbook and Guides my stress levels dropped a long way, and even more so when I started using them and realised how straightforward they were to work through. I’ve posted a link for colleagues on the CIMA ‘members in practice’ LinkedIn group, in answer to a thread running there about how little practical info there was about GDPR.

Mike Tombs, TLA Business Services Ltd, 19 March 2018

I would like to thank you for providing the tailored GDR workbook and blog detailing your experience of completing the workbook.  It is a great comfort to myself as a sole practitioner who is attempting to become GDPR compliant on her own.  I don’t know what I would have done without you!

Jennifer Ashworth – 25 April 2018

I have had a brief look through the material and have to say I am slightly less fazed by the whole GDPR process as a result.

Sally Carthy, Carthy Accountants Ltd 12 March 2018

Get in touch

To find out more about this service or any of our other services please email us at or get in touch via our contacts page.

GDPR Audit