General Data Protection Regulation (GDPR)

What is the GDPR?

As of the 25th of May 2018 European businesses are required to adhere to the  General Data Protection Regulation (GDPR) regulations. The purpose of the regulation is to give clients more control over their personal data that is stored by you, especially in regards to marketing to them.

How do these regulations affect me?

The GDPR applies to you if your business operates in the EU, or your clients are EU residents. 

To help ensure your compliance we have compiled a summary of the keys steps you should undertake immediately within your You'reOnTime account.

1. Allow deleting of client data

Clients may request to have their personal information deleted. This can be a challenge as you want to avoid the loss of any historical financial information for reporting purposes. You'reOnTime allows anonymisation of client data to assist with this.

Click here to learn about anonymising client data.

2. Create a Client Privacy Statement

You should inform all clients in your system of the data you store about them, and for what reasons. You can do this by creating a privacy statement and sending it to your clients. You'reOnTime provides a sample privacy statement that can be configured to be emailed to all new clients added to You'reOnTime. You should also do an initial email to your clients with your privacy statement.

Click here to learn how to set up a Privacy Statement and send an email to your clients.

3. Set up Client Forms

Client's should be allowed to view and change their personal information stored by you. The best way to do this is to set up forms that you can periodically email to your clients enabling them to change their personal information and marketing options.

Read these article to learn about setting up client forms.

4. Providing clients with a copy of their information

Client's may request a copy of the information you hold on them. You can provide this by running a Client History Report and sending this to your client.

Click here to learn how to run a Client History Report.

5. Data Protection Agreement

For more detailed information view our Data Protection Agreement.

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