Effective Date: 16/10/2024

At Pro-AccX, your privacy is important to us. This Privacy Policy outlines how we collect, use, share, and protect your personal information when you interact with our accounting services. By using our services, you consent to the practices described in this policy.

1. Who We Are

Pro-AccX is an accounting firm providing professional financial, taxation, and advisory services to individuals and businesses in the UK. We are committed to protecting and respecting your privacy in compliance with applicable UK laws and the General Data Protection Regulation (GDPR).

2. Information We Collect

We may collect and process the following types of personal data:

• Personal Identification Information: Name, address, date of birth, national insurance number, contact details (email, phone number).
• Financial Information: Bank account details, tax information, payroll data, accounting records, financial transactions.
• Employment Information: Employer name, job title, income details.
• Technical Information: IP address, browser type, and other data from accessing our website or services.

3. How We Use Your Information

We use your personal data to provide, manage, and improve our accounting services, including:

• Accounting and Tax Services: Preparing financial statements, tax returns, VAT services, payroll processing, and compliance.
• Client Communication: Responding to inquiries, providing updates on services, sending invoices or statements, and sharing important information about changes to our policies.
• Legal Compliance: Fulfilling our obligations under UK law, including tax regulations, anti-money laundering (AML) regulations, and any court orders.
• Marketing: With your consent, sending you relevant information about our services, special offers, or industry updates.

4. Sharing Your Information

We may share your information with third parties only when necessary, such as:

• HMRC and Other Regulatory Bodies: To comply with legal obligations and tax reporting requirements.
• Service Providers: External firms providing IT, payment processing, or data hosting services on our behalf.
• Professional Advisors: Legal, financial, or business consultants assisting us with our operations.
• Other: If required by law or in the event of a business transfer (merger, acquisition).

We do not sell or trade your personal information to third parties for marketing purposes.

5. Data Retention

We will retain your personal data only as long as necessary for the purposes outlined in this policy or to comply with legal obligations. Generally, we keep financial records for at least seven years to meet HMRC regulations.

6. Security of Your Information

Pro-AccX implements appropriate technical and organizational measures to safeguard your personal information from unauthorized access, accidental loss, and destruction. These include encryption, secure data storage, access controls, and regular security audits.

7. Your Rights

Under UK GDPR, you have the following rights regarding your personal data:

• Right to Access: You can request a copy of the personal data we hold about you.
• Right to Rectification: You can request correction of any inaccurate or incomplete data.
• Right to Erasure: You can request deletion of your data, subject to certain legal obligations.
• Right to Restrict Processing: You can ask us to limit the processing of your data in specific circumstances.
• Right to Data Portability: You can request to transfer your data to another service provider in a structured, commonly used format.
• Right to Object: You can object to processing based on legitimate interests or for direct marketing.

To exercise your rights, please contact us using the details provided in the “Contact Us” section.

8. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites. We encourage you to review the privacy policies of those third-party sites before providing your personal information.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any updates will be posted on our website, and we will notify you of significant changes through email or our services.

10. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal data, please contact us: