Privacy Policy

Privacy Policy

This privacy policy applies to you if you provide your personal information to accountancy.clearstartaccountants.co.uk. This policy remains applicable even if you decide not to proceed with any service we offer.

Clear Start Accountants, the information you provide on this site will be used solely within the company. This privacy policy outlines how we will use your personal data to deliver our accountancy services to you.

What personal information do we collect?

Contact Details

We will require your full name, address, contact number, and email address to keep you updated about your accountancy services.

Personal and Financial Details

We may request details such as your date of birth, gender, previous names, employment details, business information, and any assets you hold. These details help us understand your circumstances and provide tailored accountancy services.

Business Details

We may ask for details about your business, including its financial status, tax liabilities, payroll information, and other relevant data to help us provide the appropriate services.

Special Personal Information

In certain cases, we may need to collect special personal data from you, such as health-related or other sensitive information. We will only request this information when necessary to assist you and will always obtain your explicit consent beforehand.

If your circumstances or personal/business details change, we request that you update us promptly so we can continue to provide accurate services.

How do we collect your data?

We collect data based on how you choose to communicate with us, including online forms, telephone, email, or other communication methods. Calls may be recorded for training and security purposes, and our compliance team may review them to ensure quality service.

Who will my data be shared with?

Your personal data may be shared with relevant parties necessary for delivering accountancy services, including but not limited to:

  • HM Revenue & Customs (HMRC)
  • Financial institutions or payroll providers
  • Software and IT providers supporting our services
  • Regulatory bodies such as the Information Commissioner’s Office

We may also share your information where legally required, such as to comply with regulatory obligations, assist law enforcement agencies, or ensure the safety and security of individuals.

We use third-party software to manage and process your data, such as:

  • Xero – for accounting and bookkeeping management
  • Signable – for processing electronic document signing
  • Other secure platforms to support accountancy processes

When partnering with other organizations to provide additional services, we ensure they comply with data protection laws. Once your data is shared with a partner, they become the data controller for your information, and their privacy policy will apply.

How long do we keep your personal data?

If you become a client of Clear Start Accountants, we will retain your personal data for 6 years following the end of our services. If you choose not to proceed with our services, your information will typically be deleted after 12 months unless you request its removal sooner.

What are my rights?

You have several rights regarding your personal data, including:

  • The right to access your personal data through a “Data Subject Access Request.”
  • The right to request corrections if your personal data is inaccurate.
  • The right to request the deletion of your personal data unless we are legally required to retain it.
  • The right to object to the processing of your data under certain circumstances.
  • The right to receive your data in an electronic format for transfer to another organization, where applicable.

If you have any concerns about how we process your personal data, please contact us first. If you are dissatisfied with our response, you can lodge a complaint with the Information Commissioner’s Office (ICO). Our registration number is ZA564017. Visit the ICO website at https://ico.org.uk/.

How to Contact Us

If you have any questions about how we use your personal information, you can contact us at:

Data Protection Officer
Clear Start Accountants
Universal Square
Devonshire Street North
Manchester
M12 6JH
UK