Automate your practice's GDPR documentation
Accountancy practices handle client financial data, payroll records, and HMRC submissions — all of which involve personal data. Clarium documents your processing activities accurately, without the overhead of a consultant.
The compliance challenge
Client financial data carries significant obligation
Tax returns, payroll records, financial statements, and audit working papers all contain personal data. Each service line — tax, audit, advisory — has different data categories and retention requirements.
Seasonal staff increase access control risk
Audit and tax busy periods bring temporary staff into contact with highly sensitive client data. Access controls and data handling procedures need to be documented and demonstrable.
HMRC and regulatory submissions involve personal data
Submitting data to HMRC, JFSC, or other regulators on behalf of clients is a processing activity that requires documentation — including the lawful basis and what data is shared.
How Clarium helps
Service-line documentation
Tax, audit, bookkeeping, payroll — each service line has distinct processing activities. Clarium documents them separately so your register is accurate rather than a generic catch-all.
Staff access and data minimisation
Document which staff roles access which client data categories. Seasonal and temporary staff arrangements are explicitly captured — demonstrating your data minimisation controls.
Practice management system mapping
Clarium maps your practice management software, cloud storage, payroll systems, and third-party tools as processors in your register. No more manually listing every system.
Export-ready for client due diligence
Larger clients increasingly require their advisers to demonstrate GDPR compliance. Export a clean, professional PDF from Clarium in seconds — not days.
Common use cases
Map service lines
Structure your register around tax, audit, bookkeeping, and payroll — each service line documented with its own data categories, processors, and retention schedules.
AI identifies processors and retention
Upload your engagement letters and privacy notices — Clarium extracts your third-party processors, lawful bases, and retention requirements automatically.
Export for client due diligence
Larger clients increasingly ask advisers to demonstrate GDPR compliance. Generate a clean, professional PDF from Clarium in seconds — not days.
Seasonal staff onboarding
Document data access arrangements for temporary and seasonal staff, ensuring your register reflects actual access patterns during busy periods.
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