Privacy Policy

Privacy Policy

Effective from: 1st October 2026

INTRODUCTION

Unite Accounting Solutions Ltd (“the Company,” “we,” “us,” or “our”) is committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains how we collect, use, store, share, and protect personal data when you visit our website, contact us, or use our accounting and professional services.

We process personal information in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and other applicable data protection legislation.

INFORMATION WE COLLECT

We may collect and process the following categories of personal information:

  • Personal Details: Name, address, email address, telephone number, and other contact information.

  • Business Information: Company name, business address, company registration details, and business activities.

  • Financial Information: Bank details, income records, expenses, invoices, tax information, payroll records, and accounting documents.

  • Identification Information: Identity verification documents and information required for anti-money laundering checks.

  • Website Information: IP address, browser type, device information, website usage data, and cookies.

  • Communication Records: Emails, telephone conversations, enquiries, and other correspondence with us.

HOW WE COLLECT YOUR INFORMATION

We may collect personal information through:

  • Information you provide when contacting us or requesting our services.

  • Documents and records supplied during an accounting or tax engagement.

  • Website contact forms, enquiry forms, and online communications.

  • Information received from authorised third parties, professional advisers, or relevant authorities.

  • Publicly available business and regulatory records where appropriate.

  • Cookies and similar technologies when you use our website.

HOW WE USE YOUR INFORMATION

We use your personal information for the following purposes:

  • To provide accounting, bookkeeping, taxation, payroll, and advisory services.

  • To prepare financial statements, tax returns, and other statutory submissions.

  • To communicate with you regarding your engagement and service requirements.

  • To verify your identity and comply with anti-money laundering obligations.

  • To meet legal, regulatory, and professional requirements.

  • To manage payments, invoices, and business administration.

  • To improve our website, services, and customer experience.

  • To respond to enquiries, feedback, and complaints.

  • To send relevant service updates or marketing communications where permitted by law.

LAWFUL BASIS FOR PROCESSING

We process personal information only where we have a valid lawful basis under applicable data protection legislation. These may include:

  • Contractual Necessity: Where processing is necessary to provide services or fulfil our contractual obligations.

  • Legal Obligations: Where we are required to process information to comply with applicable laws and regulations.

  • Legitimate Interests: Where processing is necessary for our legitimate business interests, provided these do not override your rights and freedoms.

  • Consent: Where you have given permission for a specific purpose, such as certain marketing communications or optional cookies.

SHARING YOUR INFORMATION

We do not sell or rent your personal information to third parties.

However, we may share relevant information where necessary with:

  • HM Revenue and Customs (HMRC).

  • Companies House and other relevant regulatory authorities.

  • Banks and financial institutions where required to provide services.

  • Accounting software and cloud service providers.

  • Payroll processors and other service providers.

  • Professional advisers, insurers, and legal representatives.

  • Law enforcement agencies and government authorities where legally required.

Any third-party service provider handling personal information on our behalf must be subject to appropriate contractual and data protection safeguards.

DATA SECURITY

We take appropriate technical and organisational measures to protect personal information against unauthorised access, accidental loss, misuse, alteration, or disclosure.

These measures may include secure systems, access controls, password protection, restricted access to confidential records, and appropriate data handling procedures.

Although we take reasonable steps to protect your information, no method of electronic transmission or storage can be guaranteed to be completely secure.

DATA RETENTION

We retain personal information only for as long as necessary to fulfil the purposes for which it was collected, including meeting legal, regulatory, accounting, and professional obligations.

The retention period may vary depending on the type of information and the nature of the services provided.

When personal information is no longer required, we will securely delete, destroy, or anonymise it where appropriate.

YOUR DATA PROTECTION RIGHTS

Under applicable UK data protection legislation, you may have the following rights:

  • Right of Access: Request a copy of the personal information we hold about you.

  • Right to Rectification: Request correction of inaccurate or incomplete information.

  • Right to Erasure: Request deletion of your personal information in certain circumstances.

  • Right to Restrict Processing: Request that we limit the use of your personal information in certain circumstances.

  • Right to Data Portability: Request your information in a commonly used electronic format where applicable.

  • Right to Object: Object to certain types of personal data processing.

  • Right to Withdraw Consent: Withdraw consent where processing is based on your consent.

Some rights may be subject to legal or regulatory exemptions, particularly where we are required to retain information for professional or statutory purposes.

COOKIES AND WEBSITE TRACKING

Our website may use cookies and similar technologies to improve functionality, analyse website traffic, and enhance your browsing experience.

Cookies may collect information about your device, browser preferences, and website interactions.

Where required by law, we will request your consent before placing non-essential cookies on your device. You can manage your cookie preferences through your browser settings or any cookie management tool available on our website.

THIRD-PARTY WEBSITES

Our website may contain links to external websites and third-party services. We are not responsible for the privacy practices, content, or security of those websites.

We encourage you to review the privacy policies of any external websites you visit.

INTERNATIONAL DATA TRANSFERS

Where personal information is transferred outside the United Kingdom, we will ensure that appropriate safeguards are in place in accordance with applicable data protection legislation.

These safeguards may include adequacy regulations, approved contractual protections, or other legally recognised transfer mechanisms.

MARKETING COMMUNICATIONS

We may contact you with information about our services where permitted by law.

You can opt out of marketing communications at any time by using the unsubscribe option in our emails or contacting us directly.

Please note that you may still receive essential service-related communications, including information about your engagement, invoices, and legal or regulatory matters.

CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time to reflect changes in our business practices, services, or legal requirements.

Any updates will be published on this page, together with the revised effective date. We encourage you to review this page periodically.

COMPLAINTS AND CONTACT INFORMATION

If you have any questions about this Privacy Policy, wish to exercise your data protection rights, or have concerns about how we handle your personal information, please contact us.

You also have the right to raise a concern with the Information Commissioner’s Office (ICO), the UK’s independent data protection regulator.

Unite Accounting Solutions Ltd

Registered Office: [Address]

Email: [Email Address]

Telephone: [Phone Number]

Company Registration Number: [Number]

Website: [Website URL]

Information Commissioner’s Office (ICO): https://ico.org.uk/

By using our website or engaging our services, you acknowledge that you have read and understood this Privacy Policy.

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