Access log
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Hotel feature
Compliance and records for insurance and financial advisors, for UK teams
Personal data is handled under UK GDPR and ICO guidance, so access, retention and deletion are defined early instead of bolted on later. Because advisory records, approvals, deadlines and accesses are on record, documents are ready for inspection and internal control. Who accessed what and when is visible.
- English and the community languages your customers speak
- GBP, VAT and local levies
- Data protection under UK GDPR
Being inspection-ready
The firm’s internal checklists are defined; related records, documents and approvals are ticked when complete. For an inspection, records for a chosen period and client are gathered in a single report and gaps are seen in advance.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
UK specifics
This page is not legal or audit advice; compliance duties depend on applicable regulation and are the responsibility of the firm and its specialists.
Frequently asked questions
Can an auditor be given separate access?
Yes; time-limited, read-only access can be defined.
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Advisory record for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
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Document management for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn moreReports
Reports for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
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