Privacy Policy

Who we are

This website is operated by Financials Direct Limited, trading as AccountantPro.

For data protection purposes, Financials Direct Limited is the data controller for personal data collected through this website, enquiry forms, quote forms, client onboarding and professional work, unless we tell you otherwise.

Company number: 07496275

Registered office: 3 Brindley Place, Birmingham, West Midlands, England, B1 2JB

Email: info@taxaccountant.co.uk

Telephone: 0800 135 7323

Personal data we may collect

We may collect personal data when you use our website, submit an enquiry, request a quote, contact us, sign an engagement letter or become a client.

• Name, email address, telephone number, address and postcode.
• Business name, company number, trading details and role in the business.
• Details of your enquiry, tax year, deadline, HMRC issue or accounting requirement.
• Documents you later provide for onboarding, AML checks or professional work.
• Photographic ID and proof of address for anti-money laundering checks.
• Tax references, National Insurance number, UTR, company records, payroll records, VAT records or property records where relevant to the work.
• Correspondence, call notes, engagement records and invoices.
• Website usage data, cookies and analytics information where applicable.

Please do not send ID, passwords, full tax records or highly sensitive documents through a public form. We will confirm a secure upload method where needed.

How we use your personal data

• To respond to enquiries and provide quotes or fee estimates.
• To carry out client onboarding and anti-money laundering checks.
• To prepare engagement letters and manage client relationships.
• To provide accountancy, tax, bookkeeping, payroll, VAT, company accounts, disclosure or HMRC support services.
• To communicate with HMRC, Companies House, software providers or third parties where authorised and necessary.
• To issue invoices, collect payments and keep business records.
• To meet legal, regulatory, AML, professional and insurance obligations.
• To manage complaints, disputes, legal claims or professional indemnity matters.
• To improve our website, forms, client processes and services.

Lawful basis for processing

We may process personal data under one or more lawful bases.

• Contract: to take steps before entering into an engagement or to perform agreed services.
• Legal obligation: to comply with anti-money laundering, tax, accounting, record-keeping and regulatory duties.
• Legitimate interests: to respond to enquiries, manage our business, keep records and protect our legal position.
• Consent: where we ask for consent, for example for certain marketing or non-essential cookies.

Sharing, contractors and international access

We may share personal data with trusted third parties where needed, including HMRC, Companies House, accountancy software providers, payroll software providers, bookkeeping platforms, ID verification providers, secure document portal providers, payment providers, professional advisers, insurers, regulators, IT providers and web service providers.

We do not sell your personal data.

Some website, software or contractor support may involve access to data from outside the UK. Where this happens, we expect appropriate safeguards to be in place.

How long we keep data

We keep personal data only for as long as needed for the relevant purpose.

Client records are normally kept for at least the period required for tax, accounting, legal, professional indemnity and anti-money laundering purposes. Different retention periods may apply depending on the work and legal requirement.

Website enquiry records may be kept to manage the enquiry, confirm what was requested and protect our business position.

Your rights

Depending on the circumstances, you may have rights to access your personal data, correct inaccurate data, request deletion, restrict processing, object to processing, request data portability or withdraw consent where processing is based on consent.

These rights are not absolute. We may need to keep information for legal, regulatory, tax, accounting, AML, insurance or dispute-related reasons.

Data protection complaints

Please contact us first if you have concerns about how we handle your personal data.

Email: info@taxaccountant.co.uk

You also have the right to complain to the Information Commissioner’s Office.