Privacy Policy


Overview

Our mission is to deliver proactive accounting services to property investors and members of the armed forces community. To seamlessly deliver these resources and benefits, we at times need to share your information across our teams always with a focus on keeping your data secure.

This Privacy Policy describes the ways in which your personal data is collected and used by Accufy Accounting (collectively referred to herein as “the controllers”, “we”, “us”, “our”). By providing your personal data to any of the controllers, you acknowledge and agree that your data may be shared between and/or processed by any of the three controllers.

It is your responsibility to review and understand this Privacy Policy prior to providing your personal data to us. If you do not accept and agree to the Privacy Policy and/or the terms in our engagement letter to you then please refrain from providing your personal data to us, accessing our websites, and/or utilising our products and services.

With our website and services constantly evolving, our Privacy Policy may also change from time to time. Whenever there are changes, the modified policies will be posted on our websites and will be effective at that time. Each time they change, the version number displayed at the top of the page also will change. Consequently, each time you access or use our websites or otherwise engage with us, you accept and agree to the most current Privacy Policy. It is your responsibility to be aware of any such changes.

Collection of Personal Data

In order to provide our products and services we collect and process personal data from our customers. We may collect information from you such as, but not limited to, your name, email address, mailing address, phone/fax numbers, date of birth, gender, payment information, bank details, salary, business and investment income. We need this information to effectively provide you with our products, services and information. In certain circumstances, you will need to provide us with specific categories of Personal Data in order to enter into a contract with us and for us to perform that contract.

From time to time and as permitted by applicable law(s), we may collect Personal Data about you and update any existing Personal Data that we currently hold from other third-party sources, including publicly available data sources such as HMRC and Companies House.

Use of Information

Your Personal Data may be used in the following ways:

  • To provide our products and services to you

  • To enhance and improve our products and services, for example, by performing internal research, analysing user trends and measuring demographics and interests

  • To process payments from you for services offered

  • To process payments to you

  • Internal purposes, such as website and system administration or internal audits and reviews

  • To communicate with you regarding products/services that may be of interest to you

  • To respond to your requests and inquiries

  • To comply with applicable law(s) (for example, to comply with a search warrants, HMRC investigations or court order)

We will process your Personal Data for the purposes identified above on the following bases:

  1. Our legitimate interests, which include processing such Personal Data for the purposes of providing and enhancing the provision of our products, services and information, as well as advertising further products, credentials, designations, services and information to you;

  2. Where such processing is necessary to perform our contract with you or to take steps before entering into our contract with you; and

  3. As necessary to comply with our legal obligations, resolve disputes and enforce our contractual agreements.

Unless a longer retention period is required by applicable law, we will retain your information for as long as you are our customer.

Sharing and Disclosure to Third Parties

We may disclose your Personal Data to third parties from time to time under the following circumstances:

  1. You request or authorise the disclosure of your personal details to a third party.

  2. The information is disclosed as permitted by applicable law(s) and/or in order to comply with applicable law(s) (for example, to comply with a search warrant, HMRC tax investigation or court order).

It is likely that the identity and categories of such third parties will change during the life of your account but, depending on your use of the Site, it is anticipated that your Personal Data will be disclosed to the following categories of third-party service providers who perform functions on our behalf. We require that our third-party service providers only use your Personal Data as necessary to provide the requested services to us and each service provider is subject to a set of terms consistent with this Privacy Policy.

  • Hosting providers for the secure storage and transmission of your data

  • Outsourcing partners to assist with the delivery of service to you

  • Identity management providers for authentication purposes

  • Database software providers for the management and tracking of your data

  • Legal and compliance consultants, such as external counsel, external auditors, or tax consultants

  • Marketing providers who send communications on our behalf regarding our products and services

  • Payment solution providers for the secure processing of payments you provide to us

  • Technology providers who assist in the development and management of our web properties

  • Outbound call center providers, who may perform outreach on our behalf regarding our products and services

Transfer of personal data internationally

By providing us with your personal data, you acknowledge and agree that we may from time to time transfer any of your personal data to any of our offices. We have implemented appropriate safeguards for transfers of personal information originating from the European Economic Area (EEA) to countries located outside of the EEA. These safeguards include implementing standard data protection clauses which have been approved by the European Commission Please do not submit any personal data to us if you do not wish for your data to be transferred internationally.

Security and Other

We use reasonable measures to strive to safeguard and secure the personal data we collect. Any transmission of personal information is at your own risk. Technology, such as, but not limited to, Transport Layer Security (TLS) and Secured Socket Layer (SSL), is used to enhance security and reduce risk of loss. Our security practices, processes or technology do not guarantee absolute security of your information and you should take all normal personal precautions such as, but not limited to, not sharing passwords, closing browsers, and not using public networks (e.g., internet cafes, etc.).

Subject Access/User Rights

As a user, you are subject to the following rights:

  • The right to be informed of the use of your Personal Data

  • The right to access and/or to require the correction or erasure of your Personal Data

  • The right to block and/or object to the processing of your Personal Data

  • The right to not be subject to any decision based solely on automated processing of your Personal Data

  • In limited circumstances, you may have the right to receive Personal Data in a format which may be transmitted to another entity.

  • If you have a complaint in relation to the processing of your data carried out under this Privacy Policy, you have the right to lodge a complaint with your local supervisory authority. If you are located in the European Union, you can find the details of your local supervisory authority here

You may seek to exercise any of these rights by sending a written request to our Data Protection Officer using the contact details listed below:

David Slater, Data Protection Officer

Accufy Accounting Limited

Applecross, Braystones Road, Beckermet, Cumbria CA21 2XX

info@accufy.uk