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GDPR COMPLIANCE

GDPR in your firm: evidence, not intentions.

Lawyers, chartered accountants and notaries handle sensitive data every day: client files, identity documents, tax data, family situations. The GDPR requires you to document this processing and to be able to prove it. We put in place the record, the privacy notices and the procedures, tailored to your profession.

WHAT THE GDPR REQUIRES

What you must be able to show.

The accountability principle (Article 5(2) GDPR) requires the firm to prove its compliance. In practice, this comes down to a few documents kept up to date.

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The record of processing

Mandatory under Article 30: purposes, categories of data, recipients, retention periods and security measures.

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Informing individuals

Clients, staff, candidates, website visitors: everyone must know what you do with their data (Articles 13 and 14).

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Processors and AI

Practice software, cloud, AI tools: each provider processes data on your behalf and must be bound by contract (Article 28).

WHAT WE PUT IN PLACE

Complete documentation, in your name.

DOCUMENTATION

The documents

— Record of processing activities

— Privacy notices for clients, staff and the website

— Retention and archiving policy

— Processor clauses and contracts: software, cloud, AI

— Impact assessment where required (Article 35)

ORGANISATION

The procedures

— Data breaches: notification within 72 hours (Article 33)

— Handling access, rectification and erasure requests

— Security rules: access, passwords, back-ups, remote working

— Policy on the use of AI and email

— Documented staff awareness training

THREE WAYS TO WORK

At your own pace, or with us.

THE STARTING POINT

The assessment

45 minutes to review your documents, measure the gaps and set priorities.

Free, with no commitment

WITH OUR SUPPORT

Implementation

We adapt the documents to your firm, complete them with you and train your teams.

Fixed fee on quotation

OVER TIME

Annual follow-up

Annual review of procedures, updates to records and regulations, documented refresher training.

Annual subscription

Tao Sense provides tools, templates and an organisational method. Legal choices specific to your firm remain your responsibility, or that of your adviser.

FREE GDPR REVIEW

Would your record stand up to an inspection?

In 45 minutes, we review your GDPR documents and tell you what is missing. Free, with no commitment.

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