Ledgers Accountants Ltd ("we", "us", or "our") is committed to protecting and respecting your privacy. This policy explains how we collect, use, and protect your personal data when you use our website, engage with our services, or interact with us.

1. Who We Are

Ledgers Accountants Ltd is a limited company registered in the UK. Our registered office is at [Insert your registered office address here]. For the purpose of the UK General Data Protection Regulation (UK GDPR), we are the data controller.

2. The Data We Collect About You

We may collect, use, store, and transfer different kinds of personal data about you, which we have grouped together as follows:

• Identity Data: includes first name, last name, title, date of birth, and gender.

• Contact Data: includes billing address, email address, and telephone numbers.

• Financial Data: includes bank account details, and details about payments to and from you.

• Transaction Data: includes details about services you have purchased from us.

• Technical Data: includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this website.

• Profile Data: includes your username and password, purchases or orders made by you, your interests, preferences, feedback, and survey responses.

• Usage Data: includes information about how you use our website and services.

• Marketing and Communications Data: includes your preferences in receiving marketing from us and our third parties, and your communication preferences.

We also collect, use, and share Aggregated Data such as statistical or demographic data. Aggregated Data could be derived from your personal data but is not considered personal data in law as it will not directly or indirectly reveal your identity.

We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health, and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.

3. How We Collect Your Data

We use different methods to collect data from and about you, including through:

• Direct interactions: You may give us your Identity, Contact, and Financial Data by filling in forms or by corresponding with us by post, phone, email, or otherwise. This includes personal data you provide when you:

  • apply for our services;

  • create an account on our website;

  • subscribe to our service or publications;

  • request marketing to be sent to you;

  • give us feedback or contact us.

• Automated technologies or interactions: As you interact with our website, we may automatically collect Technical Data about your equipment, Browse actions, and patterns. We collect this personal data by using cookies, server logs, and other similar technologies.1

• Third parties or publicly available sources: We may receive personal data about you from various third parti2es and public sources, such as analytics providers (e.g., Google) and search information providers (e.g., Bing).

4. How We Use Your Personal Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

• Where we need to perform the contract we are about to enter into or have entered into with you.

• Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.

• Where we need to comply with a legal obligation.

Purposes for which we will use your personal data:

Purpose/Activity

Type of Data

Lawful Basis for Processing

To register you as a new client

Identity, Contact

Performance of a contract with you

To provide our services and manage payments

Identity, Contact, Financial, Transaction

Performance of a contract with you

To manage our relationship with you

Identity, Contact, Profile, Marketing

Performance of a contract with you; Legitimate interests (to keep our records updated)

To administer and protect our business and website

Identity, Contact, Technical

Legitimate interests (for running our business, preventing fraud, and network security)

To deliver relevant website content and advertisements to you

Technical, Usage, Profile, Marketing

Legitimate interests (to study how customers use our services and grow our business)

5. Disclosures of Your Personal Data

We may share your personal data with the parties set out below for the purposes set out in section 4:

• Internal Third Parties: Other companies in our group, acting as joint controllers or processors, to provide IT and system administration services.

• External Third Parties: Professional advisers acting as processors or joint controllers, including lawyers, bankers, auditors, and insurers who provide consultancy, banking, legal, insurance, and accounting services.3

• HM Revenue & Customs4 (HMRC), regulators, and other authorities based in the UK who require reporting of processing activities in certain circumstances.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law.

6. Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used, or accessed in an unauthorised way. We also limit access to your personal data to those employees, agents, contractors, and other third parties who have a 5business need to know.

7. Data Retention

We will only retain your personal data for as long as reasonably necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting, or reporting requirements.

8. Your Legal Rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data, including the right to:6

• Request access to your personal data.7

• Request correction of your personal data.8

• Request erasure of your personal data.9

• Object to processing of your personal data.

• Request restriction of processing your personal data.

• Request transfer of your personal data.

• Right to withdraw consent.

If you wish to exercise any of the rights set out above, please contact us at info@ledgers.co.uk.

9. Contact Details

If you have any questions about this privacy policy or our privacy practices, please contact us in the following ways:

• Email address: info@ledgers.co.uk

• Postal address: 133 Barrack Rd, Christchurch, BH23 2AW

 

You have the right to make a complaint at any time to the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues. We would, however, appreciate the chance to deal with your concerns before you approach the ICO, so please contact us in the first instance.