1. Collection and Use of Personal Data

1a. Purpose of processing and legal basis:

We collect and process personal data to provide accounting services, including managing financial records, processing transactions, and fulfilling legal obligations. Legal bases for processing may include consent, contractual obligations, legitimate interests, and legal compliance.

1b. Categories of data:

We may collect personal data such as name, contact details, financial information, employment details, and tax identifiers. Additionally, we may process sensitive personal data, including financial records and tax identification numbers.

1c. Legitimate Interest:

Our legitimate interests include providing accounting services, managing client relationships, and ensuring compliance with legal and regulatory requirements.

1d. Recipient/s of data:

Recipients of your data may include our staff, affiliated professionals, regulatory authorities, and authorized third-party service providers.

1e. Statutory contractual requirement:

Certain legal and contractual obligations may require us to collect specific personal data to provide accounting services. Failure to provide necessary data may impact our ability to fulfill our obligations.

2. Information to be provided when data is collected from the data subject

We collect data directly from clients, through financial documents, and via communication channels such as email and phone.

3. Data retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected and to comply with legal and regulatory requirements. We also follow strict procedures to ensure we work with all personal data in line with the Data Protection Act 1998.

4. Your rights

You have rights regarding your personal data, including the right to access, rectify, erase, restrict processing, object to processing, and data portability. You also have the right to withdraw consent where applicable.

5. Links to external websites

Our website may contain links to external sites. We are not responsible for the privacy practices or content of these third-party sites.

6. Data Security

We implement appropriate technical and organizational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is entirely secure.

7. Complaints or queries

If you have concerns about our privacy practices or wish to exercise your data protection rights, please contact us at admin@sbeaccountants.co.uk. You also have the right to lodge a complaint with the relevant supervisory authority.

For any inquiries regarding this privacy policy, please contact us using the same contact details as above.