Is my data safe?
Each client gets their own private, separate workspace, so your customers’ details are never mixed with anyone else’s. Only the people who need to – you, and our team when setting up or checking work – can see it. We don’t sell your data or use it for anything other than running your admin.
What about UK GDPR?
We handle personal data in line with UK GDPR. When you sign up, we put a proper data processing agreement in place, because your customers’ details are yours and we only process them on your instructions. Our privacy policy explains what we collect and why.
What if it gets something wrong?
That’s exactly why nothing goes out without your “yes”. You see every draft first. If something’s off, just reply with the fix – “make it £2,600” or “Wednesday, not Tuesday” – and it’ll redraft. If it keeps tripping up on something, our team steps in and sorts it.
Can I cancel anytime?
Yes. There’s no long contract – plans run month to month. Let us know and your plan stops at the end of your current month. The setup fee is a one-off and isn’t refunded once setup is done. We’ll give you a copy of your data if you want it.
Do I need to be techy?
Not at all. If you can send a WhatsApp, you can use Sorted PA. Our team does all the setting up and connecting for you. You just text it like you’d text someone in the office.
Is it a person or software?
Both. Software does the drafting, so it’s quick and works whenever you text. A real team sets everything up, keeps an eye on the work and is there if you need help. Either way, you have the final say.
Will it work with the tools I already use?
It works with many common calendars, email and accounting tools. Don’t use any? That’s fine too – it can work on its own. We’ll check what you’ve got on the free chat and tell you straight if something won’t work.
Who is it for?
Small UK trades businesses – plumbers, heating engineers and electricians – set up as limited companies, who’d rather be on the tools than doing paperwork.