Effective Date: July 22, 2024

Accountancy Squad is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage our services.

1. Information We Collect

Personal Data

We may collect the following personal data:

• Name
• Address
• Email address
• Telephone number
• Financial records and documents
• Other information required for the completion of our services

How We Collect Information

We collect information directly from you when you:

• Engage our services
• Provide financial records and documents
• Communicate with us via email, phone, or other means

2. Use of Your Information

We use your information to:

• Provide accounting services, including preparation and filing of Year-End Accounts and Corporation Tax Returns
• Conduct monthly bookkeeping and payroll services
• Offer tax advice and ensure compliance with Companies House and HMRC
• Manage our relationship with you and provide customer support

3. Disclosure of Your Information

We may share your personal data with:

• HMRC
• Any third parties with whom you require or permit us to correspond
• An alternate appointed by us in the event of incapacity or death
• Our professional body and office of professional body Anti-Money Laundering supervisors (OPBAS) in relation to practice assurance and/or the requirement of MLR 2017

4. Data Protection

We are committed to ensuring the protection of the privacy and security of your personal data. We comply with the Data Protection Act 2018 and General Data Protection Regulation (GDPR), which govern the processing of personal information.

5. Your Data Protection Rights

You have the right to:

• Access the personal data we hold about you
• Request correction of any inaccurate data
• Request deletion of your personal data
• Object to or restrict the processing of your data
• Request the transfer of your data to another party
• Withdraw your consent to the processing of your data at any time

6. Data Retention

We will retain your personal data only for as long as is necessary for the purposes set out in this Privacy Policy. We may retain your data for a longer period if required to do so by law or to resolve disputes and enforce our agreements.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website. You are advised to review this Privacy Policy periodically for any changes.

8. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

• Address: High Rd, Romford RM6 6AX, United Kingdom
• Email: info@accountancysquad.co.uk
• Phone: 02045404531