Privacy Policy

AccountingNTax.co.uk is operated by ACCOUNTINGNTAX LIMITED (company number 17191390), registered in England and Wales. Registered office: 71-75 Shelton Street, Covent Garden, London, United Kingdom, WC2H 9JQ.

We are the data controller for all personal information collected through this website and our matching service. If you have any questions about how we handle your data, please contact us at consultant@accountingntax.co.uk.

We collect information you provide directly when using our service, including:

• Contact details — your name, email address, and phone number when you complete our assessment or contact us.
• Assessment responses — your answers about your business type, size, sector, required accounting services, and budget range.
• Consultation booking details — your preferred date and time for an introductory consultation.
• Correspondence — messages you send us via our contact form or by email.

We also collect certain technical data automatically when you visit our website, such as your IP address, browser type, device type, and pages visited. This is collected via cookies and analytics tools where permitted. Please see our Cookie Policy for details.

We use your personal information to:

• Match you with suitable accountants or accounting firms in our network based on your requirements.
• Arrange and confirm free introductory consultations, including sending calendar invites and Google Meet links where applicable.
• Communicate with you about your enquiry, including sending confirmation emails and follow-up messages.
• Respond to your questions and support requests.
• Improve our website and matching service based on how users interact with them.
• Comply with legal obligations, including maintaining records for accounting and fraud-prevention purposes.

We will not use your information for automated decision-making that produces legal or similarly significant effects without your consent.

Under the UK GDPR and the Data Protection Act 2018, we rely on the following legal bases:

• Contract performance — processing is necessary to provide the matching and consultation-booking service you have requested.
• Legitimate interests — to improve our service, prevent fraud, and maintain the security of our platform, where those interests are not overridden by your rights.
• Consent — for any optional marketing communications or non-essential cookies, where we ask for your agreement first.
• Legal obligation — where we are required to retain or share data by law.

We share your personal information only where necessary and with appropriate safeguards in place:

• Matched accountants or accounting firms — we share your name, contact details, and relevant assessment summary with the accountant(s) or accounting firm(s) we match you with, so they can assess your requirements and prepare for any introductory consultation.
• Google — we may use Google Calendar and Google Meet to schedule consultations. Your name and email address may be included in calendar invites.
• Email service providers — we use Gmail / Google Workspace to send confirmation and notification emails.
• Analytics providers — anonymised or aggregated usage data may be processed by our analytics tools where you have consented to analytics cookies. Please see our Cookie Policy.
• Legal and regulatory bodies — we may disclose information if required by law, court order, or to protect the rights and safety of our users and the public.

We do not sell your personal information to third parties, and we do not share it for advertising purposes.

We retain your personal information only for as long as necessary for the purposes described in this policy, or as required by law.

• Assessment and booking data is kept for up to 12 months from your last interaction, after which it is securely deleted or anonymised unless we have a lawful reason to retain it for longer.
• Contact form enquiries are retained for up to 24 months in case of follow-up or disputes.
• Records we are legally required to retain, such as records relevant to tax or accounting, may be kept for up to 6 years in line with applicable record-keeping requirements.

Under UK data protection law, you have the following rights regarding your personal information:

• Right of access — you can request a copy of the personal data we hold about you.
• Right to rectification — you can ask us to correct inaccurate or incomplete data.
• Right to erasure — you can ask us to delete your data where there is no overriding legal reason to retain it.
• Right to restriction — you can ask us to limit how we use your data in certain circumstances.
• Right to portability — you can request your data in a structured, machine-readable format.
• Right to object — you can object to processing based on legitimate interests or for direct marketing.

To exercise any of these rights, please email us at consultant@accountingntax.co.uk. We will respond without undue delay and normally within one calendar month. Where a request is complex or you have made multiple requests, we may extend this by up to two further months, and we will inform you if this applies. You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO).

We take appropriate technical and organisational measures to protect your personal information against unauthorised access, loss, or destruction. Our website is served over HTTPS, and access to personal data is restricted to authorised personnel only. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The “Last updated” date at the top of this page will always show when the policy was most recently revised. We encourage you to review this page periodically. Continued use of our service after any changes constitutes acceptance of the updated policy.