GDPR Risk Calculator for Accountants & Bookkeepers

Use this quick check to spot the GDPR risks and documentation gaps that may apply to accountants & bookkeepers, then start building the documents behind your answers.

Indicative check

Answer 10 simple questions.

This version focuses on client files, payroll, tax records, bookkeeping platforms, HMRC submissions, staff records, and financial evidence.

The calculator gives an indicative risk score, but the useful bit is what comes next: a free account lets you begin turning your answers into working GDPR documentation.

With a free account you can:

  • Answer the guided GDPR wizard in plain English
  • Create a practical action plan from your answers
  • Start building your GDPR statement, records, and supporting forms

Likely accountancy document areas

  • Client, payroll, tax, bookkeeping, and staff processing records
  • Retention rules for tax files, payroll records, identity checks, correspondence, and working papers
  • Processor and sharing records for bookkeeping software, payroll tools, HMRC, Companies House, banks, and cloud storage
1 Do you have customers, clients, employees or contacts within the EU or UK?

GDPR applies to organisations involved in processing personally identifiable data about people in the EU, and UK GDPR applies to personal data handled in the UK.

2 Does your business or organisation employ 250 or more staff?

Larger organisations are more likely to have formal documentation obligations and more complex data handling activity.

3 Do you collect or store any personal data?

Personal data can include names, email addresses, phone numbers, photos, addresses, customer records, employee records, supplier details, and similar information.

4 Do you collect or store any sensitive personal data?

This may include information about health, ethnicity, religion, politics, genetics, sexual orientation, criminal records, or other special category data.

5 Do you collect personal data regularly?

Regular collection can include website enquiries, customer or service-user management, email marketing, orders, bookings, payroll, HR, support, or routine administration.

6 Do you process any personal data for someone else?

Processors handle personal data on behalf of another organisation, such as clients, customers, service users, or partners.

7 Do you operate CCTV on your premises?

CCTV can involve personal data because individuals may be identifiable from recorded images.

8 Do you process payroll, pension, employee, or subcontractor information for clients?

Payroll work often includes identifiers, pay, tax, pension, absence, and employment information.

9 Do you hold tax records, bank details, invoices, receipts, or financial evidence for clients?

Financial records can identify individuals and may need long retention periods, access controls, and clear client instructions.

10 Do you use cloud bookkeeping, payroll, document signing, or client portal systems?

Cloud platforms and portals should be listed as processors or systems used to handle client and staff data.

Ready to move from risk to records?

Start your GDPR document pack while the answers are fresh.

Create a free account, work through the guided wizard, and build a clearer picture of the documents, tasks, and records your organisation needs.

Create free account
GDPRQuick

Create and maintain your GDPR documents with GDPRQuick, the quicker way to get your documentation in order.

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