Effective date: 12-9-2025

This Privacy Policy explains how [Your Company Name] (‘we’, ‘us’, ‘our’) collects, uses, discloses and protects personal information when you use our website [yourdomain.example] and when we provide bookkeeping and related services.

1. Information we collect

We may collect the following information:
– Identity & contact details (name, address, email, phone)
– Financial & business data (invoices, payroll, tax references, accounting records)
– Website & technical data (IP address, browser info, cookies)
– Third-party data (from accountants, HMRC, payroll providers with your consent)

2. How we use your information

We use your personal and business data to:
– Provide and manage bookkeeping services
– Communicate with you about invoices and support
– Prepare statutory records and comply with legal obligations
– Improve services and secure systems

3. Legal basis for processing (UK/GDPR)

Our lawful bases for processing include:
– Performance of a contract
– Compliance with legal obligations
– Legitimate interests (fraud prevention, service improvement)
– Consent (for marketing where you opt in)

4. Sharing and disclosure

We may share data with:
– HMRC, Companies House, regulators where legally required
– Third-party service providers under confidentiality agreements
– Authorised representatives (e.g. accountants) with your consent

5. Data retention

We retain records for at least 6 years as required by UK law unless a longer period is required.

6. Your rights

You have the right to request access, correction, erasure, restriction of processing, and to withdraw consent where applicable.

7. Cookies & tracking

We use cookies to operate our website and collect analytics. You can manage preferences via your browser.

8. Security

We use technical and organisational measures to protect data, though no internet transmission is 100% secure.

9. Complaints

You may contact us to raise concerns or lodge a complaint with the UK ICO (ico.org.uk).

Contact: +4475 64400909, 

Email: info@bookkeepinghouse.co.uk