1. Introduction
We are committed to protecting your personal information and respecting your privacy. This Privacy Policy explains how we collect, use, store, and safeguard your data when you use our services or visit our website. We comply with all applicable data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
By using our website or engaging our services, you agree to the terms outlined in this policy.
2. Who We Are
[Insert Business Name] Address: [Insert address] Email: [Insert email] Phone: [Insert phone number]
We act as the “Data Controller” for the personal information you provide to us.
3. Information We Collect
We may collect and process the following types of personal data:
Information you provide directly
- Name
- Email address
- Phone number
- Postal address
- Business information
- Financial records and documents
- Payroll and employee information (where applicable)
- Tax‑related information
- Any details submitted through our contact forms or email
Information collected automatically
When you visit our website, we may collect:
- IP address
- Browser type and version
- Device information
- Pages visited and time spent on the site
- Cookies and tracking data (see Section 10)
4. How We Use Your Information
We use your personal data for the following purposes:
- To provide bookkeeping, accounting, tax, and payroll services
- To prepare financial statements and reports
- To communicate with you regarding your enquiries or ongoing services
- To comply with legal and regulatory obligations
- To maintain internal records and improve our services
- To send updates, notices, or service‑related information
- To manage billing and payments
We only process your data where we have a lawful basis, such as contractual necessity, legal obligation, or your consent.
5. Sharing Your Information
We do not sell or share your personal data with third parties for marketing purposes.
We may share your information with:
- HM Revenue & Customs (HMRC)
- Payroll and pension providers
- Professional advisers (e.g., auditors or legal consultants)
- Software providers used for accounting, payroll, or secure document storage
- Regulatory authorities where required by law
All third parties are required to keep your data secure and use it only for the purposes for which it was provided.
6. Data Security
We take data security seriously and use appropriate technical and organisational measures to protect your information from unauthorised access, loss, or misuse. This includes secure servers, encrypted systems, and restricted access to sensitive data.
7. How Long We Keep Your Data
We retain personal information only for as long as necessary to fulfil the purposes outlined in this policy, including legal, accounting, or reporting requirements.
Typically, financial records are kept for a minimum of six years, in line with HMRC regulations.
8. Your Rights
Under UK GDPR, you have the right to:
- Access your personal data
- Request correction of inaccurate information
- Request deletion of your data (in certain circumstances)
- Object to or restrict processing
- Request data portability
- Withdraw consent at any time (where applicable)
To exercise any of these rights, please contact us using the details provided above.
9. Third‑Party Links
Our website may contain links to external websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing any personal information.
10. Cookies
Our website uses cookies to improve user experience, analyse traffic, and personalise content.
You can manage or disable cookies through your browser settings. However, some features of the website may not function properly without them.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.
12. Contact Us
If you have any questions about this Privacy Policy or how we handle your data, please contact us through our website