Data protection for advisory professions
Tax advisors, auditors, and law firms handle some of the most sensitive personal and business data imaginable: financial records, legal disputes, corporate structures, personal wealth details. They are also subject to professional secrecy obligations that interact with — but do not replace — GDPR requirements.
Key compliance challenges
- Professional secrecy under tax and legal professional rules vs. GDPR obligations
- Client data management — retention, access control, secure disposal
- Digital document management systems and cloud storage
- Data Processing Agreements with cloud providers and accounting software vendors
- Employee data management
- Data transfers to tax authorities, courts, and regulatory bodies
- Marketing communications to prospective clients — newsletter compliance
- Anti-money laundering documentation and GDPR
Advisory profession expertise
AGIDAT understands the specific regulatory environment of tax advisors and law firms — including the interplay between professional secrecy obligations, mandatory data retention periods, and GDPR data subject rights. We help you navigate this complex landscape pragmatically and sustainably.