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Most UK SMEs can describe their retention policy; far fewer can demonstrate that the platform enforces it. This piece sets out a small, low-risk test using sample files and a test mailbox, and shows how to record the outcome in a form that would stand up to a subject access request or an ICO enquiry.
A bank-detail change that looks entirely normal, followed by a director who needs it paid today. Both are survivable if the finance team has rehearsed them. Here is a 45-minute tabletop drill, with the injects, the timings and the runbook that comes out of the other side.
Customer records now move through a dozen subscription tools, each with its own hosting region, subcontractors and contract terms. A simple residency map, built in a spreadsheet and reviewed annually, gives decision-makers something more useful than reassurance: evidence.
Making Tax Digital for Income Tax is already live for larger sole traders and landlords. With the £30,000 threshold due in April 2027, smaller UK firms should test data flows, software and authorisations now.