Privacy Notice

Accounting & Tax Associates Ltd
167–169 Great Portland Street, London, W1W 5PF
Email: info@ataxa.co.uk

How We Collect Your Personal Data

We may collect personal data about you in a number of ways, including when:

  • You request a proposal or quote for our services;
  • You, your employer, or our clients engage us to provide accounting, tax, or advisory services;
  • You contact us via email, phone, post, or social media;
  • We receive information from third parties or publicly available sources, such as your employer or Companies House.

Types of Personal Data We Collect

We may hold and process the following categories of personal data:

  • Basic identity details (e.g., name, address, contact information);
  • Records of communications and interactions with you;
  • Details of the services provided or requested;
  • Information related to complaints or enquiries;
  • Feedback from surveys and marketing responses;
  • Data received from third parties or public records.

How We Use Your Personal Data

We use your personal data for the following purposes:

  • To fulfil our contractual obligations to you, your employer, or our clients;
  • To comply with legal or regulatory duties;
  • To support our legitimate business interests (such as service improvement, internal management, or marketing), provided these interests are not overridden by your own rights and freedoms;
  • Where required, with your explicit consent, which you may withdraw at any time.

We may use your data to:

  • Deliver our services in accordance with client agreements;
  • Communicate service updates or information you request or may be interested in (with your consent);
  • Gather feedback to improve our services;
  • Notify you about changes to our offerings.

We may also anonymise or pseudonymise data for statistical and research purposes where identification is no longer necessary.

Data Retention

We retain personal data only as long as necessary for the purposes it was collected. When deciding how long to keep your data, we consider:

  • Legal and regulatory requirements;
  • The nature and sensitivity of the data;
  • Our contractual obligations;
  • Whether we can fulfil the purpose by other means.

Change of Purpose

We will only use your personal data for the purposes it was collected unless we reasonably determine another compatible use. If we need to use it for a new purpose, we will notify you and explain the legal basis before doing so.

Data Sharing

When we may share your data?

  • Where required by law or regulation;
  • With third-party service providers (e.g. IT, legal, banking, marketing), who are bound by confidentiality and data protection obligations;
  • With professional advisers, subcontractors, or regulators as necessary for our services;
  • In connection with a business restructuring, merger, or sale.

Some of these parties may be located outside the UK or EEA. We will only transfer your data where appropriate safeguards are in place in accordance with data protection legislation.

 

Data Security

We have implemented suitable technical and organisational measures to safeguard your personal data from loss, misuse, or unauthorised access. Access is limited to those with a legitimate need, and all personnel and third parties are subject to confidentiality obligations.

In the event of a suspected data breach, we will notify you and relevant authorities where legally required.

Your Rights

You have the right to:

  • Access the personal data we hold about you;
  • Request correction of inaccurate or incomplete data;
  • Request deletion where data is no longer necessary or you withdraw consent;
  • Object to processing based on our legitimate interests or for direct marketing;
  • Request restriction of processing under certain conditions;
  • Request data portability to another provider, where technically feasible.

To exercise any of these rights, please contact us at info@ataxa.co.uk. We may ask for proof of identity to protect your privacy.

Withdrawing Consent

If we rely on your consent to process your data, you may withdraw this at any time by contacting info@ataxa.co.uk. Once we receive your withdrawal, we will stop processing your data for that purpose unless we have another legal basis.

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