Privacy Policy

Your privacy is important to us

1. Information We Collect

We collect information necessary to provide our accounting services, including personal details, financial information, and business records. This may include names, addresses, National Insurance numbers, and financial documents.

2. How We Use Your Information

We use your information to provide accounting and tax services, prepare tax returns, maintain financial records, and communicate with you about your accounts. We may also use it to comply with legal and regulatory obligations.

3. Data Protection

We are committed to protecting your personal data in accordance with the UK General Data Protection Regulation (GDPR) and Data Protection Act 2018. We implement appropriate technical and organizational measures to safeguard your information.

4. Data Sharing

We do not sell your personal data. We may share information with HMRC, Companies House, or other regulatory bodies as required by law. We may also share data with third-party service providers who assist in delivering our services, under strict confidentiality agreements.

5. Data Retention

We retain your data for as long as necessary to provide our services and comply with legal requirements. Financial records are typically retained for at least 7 years as required by HMRC.

6. Your Rights

You have the right to access, correct, or delete your personal data. You may also object to processing or request data portability. To exercise these rights, please contact us.

7. Security

We use appropriate security measures to protect your data, including encryption, secure servers, and access controls. However, no method of transmission over the internet is completely secure.

8. Cookies

Our website may use cookies to improve user experience. You can adjust your browser settings to refuse cookies.

9. Changes to This Policy

We may update this privacy policy from time to time. We will notify clients of any significant changes.

10. Contact

For privacy-related inquiries, please contact us at info@crestbridgeaccounting.co.uk