Privacy Policy
This Privacy Policy describes how and when we collect, use, and share information when you instruct us, purchase a product from us, contact us, or otherwise use our services. This is to comply with the General Data Protection Regulations (GDPR) 2018.
Information We Collect
To aid the service we provide or as part of purchasing something from our business you will normally provide us with certain information, such as your name, email address, postal address, financial information and payment information.
Why We Need Your Information and How We Use It
We rely on a number of legal bases to collect, use, and share your information, including:
- where it is necessary for the purposes of the provision of bookkeeping and accountancy services, such as when we use your information to fulfil your bookkeeping needs, or to provide customer support.
Information Sharing and Disclosure
Information about our clients/customers is important to our business. We share your personal information for very limited reasons and in limited circumstances, as follows:
- Accountancy and Tax professionals. With your consent we will share information with accountancy and tax professionals such as your accountant or tax adviser to allow continuity of your financial record keeping.
- Service providers. We engage certain trusted third parties to perform functions and provide services to our business, such as external reception services. We will share your personal information with these third parties, but only to the extent necessary to perform these services.
- Business transfers. If we sell or merge our business, we may disclose your information as part of that transaction, only to the extent permitted by law and with your consent.
- Compliance with laws. We may collect, use, retain, and share your information if we are legally required to.
Data Retention
We retain your personal information only for as long as necessary to provide you with our services and as described in our Privacy Policy. However, we may also be required to retain this information to comply with our legal and regulatory obligations, to resolve disputes, and to enforce our agreements. The retention of book keeping and accounting records is normally for a minimum of 6 years, after the last period of instruction.
Your Rights
You have a number of rights in relation to your personal information. While some of these rights apply generally, certain rights apply only in certain limited cases. We describe these rights below:
- Access. You have the right to access and receive a copy of the personal information we hold about you by contacting us using the contact information below.
- Change, restrict, delete. You may also have rights to change, restrict our use of, or delete your personal information. In the case of bookkeeping and accounting records these are normally exempt from change and deletion requests.
- Object. You can object to our processing of some of your information based on our legitimate interests. In such cases, we will delete your personal information unless we have compelling and legitimate grounds to continue using that information or if it is needed for legal reasons.
- Complain. If you wish to raise a concern about our use of your information (and without prejudice to any other rights you may have), you have the right to do so with the Information Commissioner www.ico.org.uk
How to Contact Us
For purposes of the GDPR, we, APH Bookkeeping Services Ltd, are the data controller of your personal information. If you have any questions or concerns, you may contact us at 15 Byron Avenue, South Woodford, E18 2HH. Alternately, you may mail us at: paula.hardy@aphbookkeeping.com
Telephone 07976 941749