Last updated: June 2026
This policy explains how Accountancy 365 Ltd ("we", "us", "our") collects, uses and protects your personal data when you use our website or get in touch with us. We take your privacy seriously and handle your information in line with UK data protection law (the UK GDPR and the Data Protection Act 2018).
Accountancy 365 Ltd is the data controller for the personal data described in this policy.
When you complete a form on our site (for example to request a quote or download a guide), or contact us by email, phone or WhatsApp, we collect the details you provide, such as your name, email address, phone number and any information you include in your message.
Like most websites, our hosting provider records basic technical information when you visit, such as your IP address, browser type and the pages you view, for security and to keep the site running. Our site also uses a small number of third-party tools (see "Cookies" below).
| What we do | Why (lawful basis) |
|---|---|
| Respond to your enquiry or quote request | To take steps at your request before entering a contract, and our legitimate interest in answering enquiries |
| Send you a guide or resource you asked for | Your consent |
| Provide our accountancy services if you become a client | Performance of our contract with you, and legal obligations |
| Keep our website secure and working | Our legitimate interest in protecting the site |
| Send occasional updates or offers (only if you have opted in) | Your consent, which you can withdraw at any time |
We do not sell your personal data. We share it only with trusted service providers who help us run our business and website, and only as far as needed. These include:
Some of these providers may process data outside the UK. Where that happens, appropriate safeguards (such as UK-approved transfer mechanisms) are in place.
Cookies are small files stored on your device. We use:
When you first visit, our cookie banner lets you accept or limit non-essential cookies. You can also clear or block cookies in your browser settings at any time.
We keep enquiry and marketing data only as long as needed for the purpose it was collected, and then delete it. Client records are kept for six years after our engagement ends, in line with our legal and professional obligations.
Under UK data protection law you have the right to:
To exercise any of these, email us at admin@accountancy365.uk. You also have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk if you are unhappy with how we have handled your data.
We may update this policy from time to time. The latest version will always be on this page, with the date it was last updated shown at the top.
For any questions about this policy or your data, contact us at admin@accountancy365.uk or 01642 860 488.