Introduction
Taxwise Accountants Ltd ("we", "us" or "our") is committed to protecting your privacy and handling your personal information responsibly and in accordance with UK data protection legislation.
This Privacy Policy explains what information we collect, how we use it, who we share it with and your rights in relation to your personal data.
Data Controller: Taxwise Accountants Ltd
ICO Registration Number: ZB529551
If you have any questions regarding this Privacy Policy, please contact us using the details on our Contact page.
What Information We Collect
We may collect and process the following categories of personal information:
- Name
- Business name
- Postal address
- Email address
- Telephone number
- Information submitted through our website contact forms
- Information required to provide accountancy, taxation, payroll and business advisory services
- Identity verification information where required for anti-money laundering compliance
- Information relating to company directors, shareholders, employees or other individuals connected with your business where necessary to provide our services
We also collect limited technical information when you visit our website, including:
- IP address
- Browser type
- Device information
- Website usage data collected through Google Analytics
How We Use Your Information
We use personal information to:
- Respond to enquiries submitted through our website
- Provide accountancy, taxation, payroll and business advisory services
- Fulfil our contractual obligations to clients
- Comply with legal and regulatory requirements
- Carry out identity verification and anti-money laundering checks
- Improve our website and services
- Maintain our business records and systems
We do not sell your personal information to third parties.
Legal Basis for Processing
We process personal information under one or more of the following lawful bases:
- Performance of a contract
- Compliance with legal obligations
- Legitimate business interests
- Consent, where required
Anti-Money Laundering Checks
As a regulated accountancy practice, we are required to carry out identity verification and anti-money laundering checks.
To meet these obligations, we may use specialist third-party providers to verify identity and perform compliance checks.
Failure to provide information required for these checks may prevent us from acting for you.
Who We Share Information With
We only share personal information where necessary to provide our services, comply with legal obligations or operate our business effectively.
This may include:
- HM Revenue & Customs (HMRC)
- Companies House
- Professional advisers and subcontractors where appropriate
- Anti-money laundering verification providers
- Cloud software providers used in delivering our services
Our software providers may include:
- Xero
- IRIS
- Engager
- Inform Direct
- Moneysoft
- Google Workspace (including Gmail)
- Xama
These providers process information on our behalf and are required to maintain appropriate security measures.
Website Analytics and Cookies
We use Google Analytics to help us understand how visitors use our website and to improve the user experience.
Google Analytics may collect information such as:
- Pages visited
- Time spent on the website
- Device and browser information
- Approximate geographic location
This information is aggregated and does not normally identify individual visitors.
Our website may also use cookies that are necessary for website functionality and performance.
You can control cookies through your browser settings.
Data Security
We take appropriate technical and organisational measures to protect personal information from unauthorised access, loss, misuse or disclosure.
These measures include secure systems, password protection, access controls, encryption where appropriate and the use of reputable software providers.
How Long We Keep Information
We retain personal information only for as long as necessary to fulfil the purposes for which it was collected, including compliance with legal, regulatory, tax and accounting requirements.
For accountancy and taxation services, records are generally retained for at least six years after the end of the relevant accounting or tax period.
Your Rights
You have the right to:
- Access your personal information
- Request correction of inaccurate information
- Request erasure of information in certain circumstances
- Restrict processing in certain circumstances
- Object to processing in certain circumstances
- Request transfer of your information where applicable
- Withdraw consent where processing is based on consent
To exercise any of these rights, please contact us.
You also have the right to lodge a complaint with the Information Commissioner's Office (ICO).
Changes to this Policy
We may update this Privacy Policy from time to time to reflect changes in legislation, regulation or our services.
Any updates will be published on this page.
Last updated: May 2026