PRIVACY POLICY

1. Introduction

Next Accountancy (“we”, “our”, “us”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website or engage our accountancy services.

By using our website or services, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

We may collect and process the following types of personal data:

• Personal Identification Information: Name, email address, phone number, postal address, company name.

• Financial Information: Business and accounting records, tax details, VAT information, payroll data, invoices, and other financial documents.

• Technical Data: IP address, browser type, operating system, and details of your visits to our website.

• Communication Data: Emails, messages, or forms submitted via our website or other channels.

3. How We Use Your Information

We use the information we collect to:

• Provide our accountancy, tax, and advisory services.

• Process payments and manage financial transactions.

• Communicate with you about your account or inquiries.

• Maintain compliance with HMRC and other regulatory requirements.

• Improve our website, services, and customer experience.

• Send service updates, newsletters, or other relevant communications (with your consent).

4. Lawful Basis for Processing

We process personal data under one or more of the following lawful bases:

• Contractual Obligation: To deliver our accountancy services to you.

• Legal Obligation: To comply with tax and financial regulations (e.g., HMRC reporting).

• Legitimate Interest: To manage our business operations and improve our services.

• Consent: When you subscribe to marketing or newsletters.

5. Data Sharing and Disclosure

We may share your data with trusted third parties when necessary, including:

• HM Revenue & Customs (HMRC) and other regulatory bodies.

• Banks and financial institutions (for processing payments).

• Professional software providers (e.g., accounting platforms).

• Legal and professional advisers.

We ensure that any third party with whom we share your data follows strict data protection and confidentiality standards.

6. Data Retention

We retain personal data only as long as necessary to fulfil the purposes outlined in this policy, including legal, accounting, or reporting obligations.
Typically, accounting records are retained for at least 6 years in accordance with UK tax regulations.

7. Your Data Protection Rights

You have the right to:

• Access the personal data we hold about you.

• Request correction of inaccurate or incomplete data.

• Request deletion of your data (where legally permitted).

• Object to or restrict processing in certain circumstances.

• Withdraw consent for marketing communications at any time.

To exercise these rights, please contact us using the details below.

8. Data Security

We take appropriate technical and organisational measures to safeguard your information from loss, misuse, unauthorised access, or disclosure.
This includes encrypted communications, secure data storage, and access control procedures.

9. Cookies

Our website uses cookies to enhance user experience and analyse website traffic. You can control or disable cookies through your browser settings.

10. Links to Other Websites

Our website may contain links to external sites. We are not responsible for the privacy practices or content of those sites. Please review their privacy policies before providing personal data.

11. Contact Us

If you have any questions about this Privacy Policy or how your data is handled, please contact us at:

Next Accountancy Suite 2K1, Hastingwood Business Park, Wood Lane, Birmingham, England, B24 9QR
Email: info@nextaccountancy.co.uk
Phone: 0330 043 7355