Privacy Policy purpose and how it applies.
We respect your privacy and your rights to control your personal data (data). We will always protect your data, be clear about the data we collect and why, and the reasons why. We do not and will not sell your data to third parties.We will only use your data when we have a valid reason to do so and if that is in the following circumstances:
- To fulfil a contract we have with you
- When it is our legal duty
- When it is in our legitimate business interests (or those of a third party) and your interests and fundamental rights do not override those interests
- When you consent to it
Where we need to perform the contract for services we are about to enter into or have entered into with youWhere it is necessary for our legitimate interests (or those of a third party), and your interests and fundamental rights do not override those interests.This Privacy Policy (“Policy”) explains the data we collect from you, either directly or indirectly, and how we use it. It explains how we protect your data, the choices you can make about how we collect and how you can control these decisions.Please read this Policy carefully.
Types of information We collect, Why and How
We will only collect personal data from you where the context is necessary in the context and purpose in which it’s given.Through your use of our services we may also collect personal data from you about someone else. If you provide us with personal data about someone else, you must ensure that you are authorised to disclose that data to us and that without us taking any further steps required by applicable data protection or privacy laws, we may collect, use and disclose such data for the purposes described in this Policy.You must, therefore, take reasonable steps to ensure that the third party concerned is aware of and consents to the various matters detailed in this Policy, including: the fact that their personal data is being collected; the purposes for which that information is being collected; the intended recipients of that data; and the third party’s right to obtain access to that data (including details of how to request access).Where requested to do so, you must assist us with any requests by the third party to access or update the personal data you have collected from them and provided in connection with our Services.You may be required to provide information when:
- Learning about The Accountancy Partnership
- Purchasing or enquiring about a product
- Subscribing to our services
- Using our services
- Navigating the website
- Recommending The Accountancy Partnership to Other Businesses
Learning about The Accountancy Partnership
To learn more about our services through The Accountancy Partnership, you may visit our website or landing pages, or for example speak to an advisor through live chat or download one of our free guides. At these times you may voluntarily provide personal information about yourself.
We collect: The type of personal information collected may include full name; phone numbers; email addresses; business name; company address or postcode; business type/related usage data and statistics; connection data such as IP addresses or device IDs, marketing and advertising responses and preferences.
Why: To make sure we can find the service you’re looking for and to fit or make recommendations to you about our products and services. To follow up your enquiry, provide you with discounts on services, give you access to business guides, to share new cloud industry and company updates. Additionally, your IP address helps us understand general geographic information about our website visitors.
How: Data is collected through online forms; surveys; email; telephone; live chat or in person.
Purchasing, or Enquiring about our Services
Depending on the type of service you purchase from us you may be asked to share information so we can provide a quote, respond to your enquiry, determine the product best suited for you and to commence the service.
We collect: The type of personal information collected may include full name; home/business postal address; phone numbers; email addresses; registered office address; trading address; business type/related usage data and statistics; connection data; other unique identifiers such as IP addresses or device IDs; marketing and advertising responses and preferences; purchase history and history; results, services or content provided.
Why: To carry out our obligations to provide services you’ve engaged us to deliver or to perform. To provide a quote, form policy documents, to determine the risk, determine the price of your policy and to collect and refund premiums. To ensure one and easy and payment option and allow us payment information in connection with the purchase made.
How: Data is collected through online forms, email, live chat or telephone.
Subscribing to Our services
If you’ve decided to take out or existing services you may be asked to provide information to manage your account and/or your business. The information required will depend on the type of service you’re subscribing to. You may also be asked to provide information that could be important to additional employees, directors or shareholders. We may also seek your permission to contact external third parties to gain their consent.
We collect: The type of personal information collected may include full name; home/business postal address; registered office address; trading address; NI number; date of birth; phone numbers; email addresses; employee information; bank account details; payment card numbers; tax information; personal description and photograph; usernames; password; payment and information; bank account; trading usage data and statistics; connection data such as IP addresses or device IDs; marketing and advertising responses and preferences; preferences and feedback for accessing and using our services; purchase history and history; services or content provided.
Why: To verify your identity for legal/regulatory compliance and crime prevention. To carry out our obligations to provide services you’ve engaged us to deliver or perform. To provide you with access to our frequently used software or connectivity with third-party support and advice. To send you service or other marketing purposes.
How: Data is collected through online forms, surveys, email, live chat, telephone or in person.
Changes to our Policy
We may modify or update this Policy when necessary to reflect feedback and changes in our services. Visiting our website and/or using our services that you agree to the changes to this Policy will constitute your acceptance of such modification and updates. It is your responsibility to check this Policy for any changes made.
