To describe how we collect and use personal data about you in accordance with the General Data Protection Regulation (GDPR).
What we need
J D Accountancy Ltd will be the “Controller” of the personal data you provide to us. We only collect basic personal data about you which does not include any special categories of personal information about you (known as Special Category Data). This does however include name, address, e-mail, telephone number and financial information.
Why we need it
We need to know your basic personal data in order to provide accountancy and taxation services to you and to tell you about our services which may be of interest to you. We will not collect any personal data from you that we do not need to provide and oversee these services to you.
What we do with it
We only ever use your personal data with your consent, or where it is necessary:
to enter into, or perform, a contract with you
to comply with a legal duty
to protect your vital interests
for our own lawful interests, provided your rights don’t override these.
In any event, we will only use your information for the purpose or purposes it was collected for (or for closely related purposes).
We may process personal information for certain legitimate business purposes, which include some or all of the following:
where the processing enables us to enhance, modify, personalise or otherwise improve our services/communications for the benefit of our customers
to identify and prevent fraud
to enhance the security of our network and information systems
to better understand how people interact with our websites
to provide postal communications which we think will be of interest to you
to determine the effectiveness of promotional campaigns and advertising.
Whenever we process data for these purposes we will ensure that we always keep your personal data rights in high regard and take account of these rights at all times.
When we process your personal data for our legitimate interests, we will make sure that we consider and balance any potential impact on you (both positive and negative), and your rights under data protection laws. Our legitimate business interests do not automatically override your interests - we will not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to by law). You have the right to object to this processing if you wish, and if you wish to do so please notify us immediately. Please bear in mind that if you object this may affect our ability to carry out tasks for your benefit.
Where we keep it
We are based in the UK and we store our data within the EU. Some organisations which provide services to us may transfer personal data outside of the EU, however we will only allow them to do so if your data is adequately protected.
[For example, some of our systems use Microsoft products. As a US company, it may be that using their products result in personal data being transferred to or accessible from the US. However, we will allow this as we are certain personal data will still be adequately protected (as Microsoft is certified under the USA’s Privacy Shield scheme).]
How long we keep it
We will only use and store information for so long as it is required for the purposes it was collected for. How long information will be stored depends on the information in question and what it is being used for. For example, if you ask us not to send you marketing e-mails, we will stop storing your e-mails for marketing purposes (although we will keep a record of your preference not to be e-mailed).
We continually review what information we hold and delete what is no longer required. We never store payment card information. We will not retain your data for any longer than necessary and the longest time that we will hold your data will be six years.
What we would also like to do with it
We would however like to use your name and e-mail address to provide, as part of our service, relevant updates on issues that may affect you or your business.
What are your rights?
We want to ensure that you remain in control of your personal data. Part of this is making sure you understand your legal rights, which are as follows:
the right to confirmation as to whether we have your personal data and, if we do, to obtain a copy of the personal information we hold (this is known as a data subject access request)
the right to have your data erased (though this will not apply where it is necessary for us to continue to use the data for a lawful reason)
the right to have inaccurate data rectified
the right to object to your data being used for marketing or profiling; and
where technically feasible, you have the right to personal data you have provided to us which we process automatically based on your consent or the performance of a contract. This information will be provided in a common electronic format.
Please keep in mind that there are exceptions to the rights above and, though we will always try to respond to your satisfaction, there may be situations where we are unable to do so.
If you wish to raise a complaint on how we have handled your personal data, you can contact Jane Dempster who will investigate the matter.
If you are not satisfied with our response or believe we are processing your personal data not in accordance with the law you can complain to the Information Commissioner’s Office, the UK supervisory authority for data protection issues.