This new GDPR module is designed as an essential tool to assist your Accountancy Practice with:

  • Reaching and maintaining a state of GDPR compliance
  • Ensuring you record a lawful basis for the processing of personal data (for all data subjects that exist within your CRM)
  • Creating essential data security audit trails
  • Promoting best GDPR and data security practice
  • Raising employee awareness of the GDPR
  • Managing rights requests from data subjects (such as Subject Access, Right to Erasure and Right to Rectification)
  • This is a unique development in the world of CRM and we are confident it will quickly become an invaluable tool in core accountancy practice processes. You will be able to manage a significant amount of GDPR related activity from within your CRM and enjoy the confidence that you and your team are doing the right thing – every time.

For a copy of the question and answer sheet please click here.

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Finalist for software Innovation of the year 2019