Tax & Accounts Connect

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Privacy Policy and Cookies

This privacy policy sets out how Tax & Accounts Connect uses and protects any information that you give us when you use this website and receive our services.
Effective Date: 28/12/2024

1. Introduction
Tax & Accounts Connect ("we," "us," "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [www.taxaccountsconnect.co.uk].

2. Purpose of this Privacy Notice
This privacy notice aims to give you information on how we collect and process your personal data through the provision of our services to you, your use of this website, and any other interactions that you have with us, whether by phone, email, or otherwise. It is important that you read this privacy notice together with any other privacy notice or fair processing notice we may provide on specific occasions when we are collecting or processing personal data about you so that you are fully aware of how and why we are using your data. This privacy notice supplements the other notices and is not intended to override them.

3. Controller - Who We Are
The data controller is Tax & Accounts Connect. We have appointed a data privacy manager who is responsible for overseeing questions in relation to this privacy notice. If you have any questions about this privacy notice, including any requests to exercise your legal rights, please contact the data privacy manager via email at info@taxaccountsconnect.co.uk.
You have the right to make a complaint at any time to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO, so please contact us in the first instance.

4. Changes to the Privacy Notice and Your Duty to Inform Us of Changes
It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

5. Third-Party Links
This website may include links to third-party websites, plug-ins, and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control the third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy notice of every website you visit.

6. Information We Collect
We may collect information about you in a variety of ways. The information we may collect on the website includes:

Personal Data: Identifiable information such as your name, email address, and telephone number, which you voluntarily provide when you register for our services or contact us. We may collect, use, store, and transfer different kinds of personal data about you, which we have grouped together as follows:
- Identity Data includes first name and last name;
- Contact Data includes email address and telephone numbers;
- Technical Data includes internet protocol (IP) address, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this website;
- Marketing and Communications Data includes your preferences in receiving marketing from us and our third parties and your communication preferences;
- Professional Data includes any information we or our franchisees may collect in the course of providing services to you.

We also collect and use Aggregated Data such as statistical or demographic data for internal purposes. We do not generally collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health, and genetic and biometric data). We will seek your express consent when we collect such special categories of personal data. Nor do we collect any information about criminal convictions and offences.
If you fail to provide personal data: Where we need to collect personal data by law, or under the terms of a contract we have with you, and you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you (for example, to provide you with an answer to an enquiry). In this case, we may have to cancel a service you have with us, but we will notify you if this is the case at the time.

Financial Information: Data related to your payment method (e.g., valid credit card number, card brand, expiration date) when you purchase our services.
Usage Data: Information about how you use our website, including your IP address, browser type, operating system, access times, and the pages you have viewed directly before and after accessing our website.

7. Use of Your Information
We will only use your personal data when the law allows us to. We use the information we collect in the following ways:

To provide, operate, and maintain our website
To improve, personalize, and expand our website
To understand and analyse how you use our website
To develop new products, services, features, and functionality
To communicate with you, either directly or through one of our partners, including for customer service, to provide you with updates and other information relating to the website, and for marketing and promotional purposes
To process your transactions and manage your orders
To send you emails
To find and prevent fraud
To comply with legal obligations

8. Purposes for Which We Will Use Your Personal Data

We have outlined below the various ways we plan to use your personal data, along with the legal bases we rely on for each purpose. Where appropriate, we have also identified our legitimate interests. Note that we may process your personal data for more than one lawful ground depending on the specific purpose for which we are using your data.

Responding to Enquiries
We will use your identity, contact, and professional data to respond to your enquiries submitted on the site or via phone or email. This is necessary for our legitimate interests in managing your enquiry and for the performance of a contract with you.

Administering and Protecting Our Business and Website
We will use your identity, contact, and technical data to administer and protect our business and this website, including troubleshooting, data analysis, testing, system maintenance, support, reporting, and hosting of data. This is necessary for our legitimate interests in running our business, providing administration and IT services, ensuring network security, preventing fraud, and in the context of a business reorganisation or group restructuring exercise. It is also necessary to comply with our legal obligations.

Improving Our Website and Services
We will use technical and usage data to use data analytics to improve our website, products/services, marketing, customer relationships, and experiences. This is necessary for our legitimate interests in defining types of customers for our products and services, keeping our website updated and relevant, developing our business, and informing our marketing strategy.

Making Suggestions and Recommendations
We will use your identity, contact, and technical data to make suggestions and recommendations to you about services that may be of interest to you. This is necessary for our legitimate interests in developing our products/services and growing our business.

Managing and Maintaining Standards
We will use your identity, contact, and professional data to manage and maintain standards within Tax & Accounts Connect. This is necessary for our legitimate interests in operating Tax & Accounts Connect and assisting in delivering professional services to you.

Complying with Legal and Regulatory Requirements
We will use your identity, contact, and professional data to comply with legal and regulatory requirements, including under anti-money laundering legislation. This is necessary to comply with our legal and regulatory obligations.

Promoting Our Services
We will use your identity, contact, and marketing and communications data to make suggestions and recommendations to you about our services that may be of interest to you. This is necessary for our legitimate interests in promoting our business and, where applicable, based on your consent.

9. Disclosure of Your Information
We may share your information in the following situations:

With Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as payment processing and data analysis.
For Legal Reasons: We may disclose your information if we are required to do so by law or in response to valid requests by public authorities.
HMRC and other authorities where we are required to do so
An alternate appointed by us in the event of incapacity or death
Third parties in the event of an actual or proposed sale, transfer, or merger of our business, parts of our business, or our assets. Alternatively, we may seek to acquire other businesses or merge with them. If a change happens to our business, then the new owners may use your personal data in the same way as set out in this privacy notice.
Others, where you have specifically agreed.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

10. Security of Your Information
We use administrative, technical, and physical security measures to protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.

11. Your Data Protection Rights
Depending on your location, you may have the following rights regarding your personal data:

The right to access – You have the right to request copies of your personal data.
The right to rectification – You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.
The right to erasure – You have the right to request that we erase your personal data, under certain conditions.
The right to restrict processing – You have the right to request that we restrict the processing of your personal data, under certain conditions.
The right to object to processing – You have the right to object to our processing of your personal data, under certain conditions.
The right to data portability – You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

12. Data Retention
We will retain your personal data only for as long as is necessary for the purposes set out in this Privacy Policy. The criteria used to determine the retention period include: the nature and sensitivity of the data, the purposes for which we process your data, and our legal requirements.

12. Marketing
We strive to provide you with choices regarding certain personal data uses, particularly around marketing and advertising. We may use your Identity, Contact, Technical, and Marketing and Communications Data to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which services and offers may be relevant for you (we call this marketing). We may send further marketing communications to you in the future where you have been in contact with us regarding our services unless you have opted out of receiving such marketing communications. You can ask us or third parties to stop sending you marketing messages at any time by contacting us.

13. Cookies and Tracking Technologies
We use cookies and other tracking technologies to enhance your experience on our website. Cookies are small files placed on your device that store information about your preferences and browsing habits. You can manage your cookie preferences through your browser settings.

Once you agree, the file is added, and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes, and dislikes by gathering and remembering information about your preferences. We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.
Overall, cookies help us provide you with a better website by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.
You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible or not function properly.

14. International Data Transfers
We may transfer your personal data to countries outside the European Economic Area (EEA). We ensure that such transfers comply with applicable data protection laws and that appropriate safeguards are in place to protect your data.

16. User Consent
We obtain user consent for data collection and processing through explicit opt-in methods. Users can withdraw their consent at any time by contacting us through the provided contact details.

17. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any significant changes by updating the "Effective Date" at the top of this policy and, in some cases, by sending you a notification via email or through a prominent notice on our website.

18. Contact Us
If you have any questions or concerns about this Privacy Policy or our practices, please contact us at: Tax & Accounts Connect info@taxaccountsconnect.co.uk +44 (0) 7979 903034

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