Privacy Policy

1. Information We Collect

We may collect, use, and process different types of personal data about you, depending on how you interact with our platform:

• Identity and Contact Data: This includes your full name, business name, email address, telephone number, and postal address which you provide voluntarily when filling out contact forms, booking a consultation, or registering an interest in Making Tax Digital (MTD) updates.
• Business and Financial Data: If you engage our services, we may collect information necessary to support your tax compliance, such as your sole trader status, landlord property details, or basic trading figures.
• Technical and Usage Data: When you browse our website, we automatically collect details about your visit, including your IP address, browser type, operating system, and data on how you navigate and interact with our web pages. This is gathered anonymously via cookies and log files.

2. How We Use Your Information

We will only process your personal data when the law allows us to. Most commonly, we use your data for the following purposes:

• To Fulfill a Request or Contract: To respond directly to your enquiries, provide technical tax consultation quotes, or deliver the accounting and MTD compliance services you have contracted us to perform.
• Legitimate Interests: To improve our website's performance, enhance user experience, ensure system security, and analyse aggregated traffic patterns across our platform.
• Legal Compliance: To meet our statutory and regulatory obligations (such as anti-money laundering verifications or tax reporting frameworks).
• With Your Consent: Where you have explicitly opted in to receive technical updates, newsletters, or marketing communications regarding upcoming MTD rollouts for sole traders and landlords. You can withdraw this consent at any time.

3. Data Sharing and Third Parties

We hold your data in strict confidence and do not sell, rent, or trade your personal information with external parties for marketing purposes. We only share information with trusted third parties in the following strictly limited scenarios:

• Service Providers: Core technical partners who help operate our platform, such as our secure website hosting provider, customer management database, or professional cloud systems. These partners are legally bound to keep your data confidential and secure.
• Regulatory & Legal Obligations: We may disclose your data if required to do so by law, or to cooperate with regulatory bodies, state institutions, or law enforcement authorities.

4. Data Retention and Security

We have implemented robust physical and electronic security protocols to protect your personal details against unauthorised access, loss, alteration, or disclosure. Access to your personal data is strictly limited to employees or authorised partners who have a genuine business need to know.

We will only retain your personal information for as long as necessary to fulfill the purposes for which it was originally collected, including satisfying any legal, accounting, or professional regulatory reporting requirements.

5. Your Legal Rights

Under UK data protection laws, you possess specific rights regarding your personal information. You have the right to:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request that we rectify any inaccurate or incomplete records.
• Erasure: Request the deletion of your personal data from our systems (subject to our legal retention overrides).
• Restriction or Objection: Ask us to suspend or limit how we process your data, particularly regarding direct marketing.
• Data Portability: Request the transfer of your data to another digital service provider.

If you wish to exercise any of these rights, please contact us using our main office contact channels. We do not charge a fee to handle standard, verified access requests.

6. Children's Privacy

Our website and services are not intended for or targeted at individuals under the age of 16. We do not knowingly collect or process personal data from children.

7. Contact Details

If you have any questions, comments, or concerns regarding this Privacy Policy or how your data is handled, please contact us directly: