Privacy Policy

Last updated: 31 August 2026

Accounting & Tax Associates Ltd (“ATA”, “we”, “us” or “our”) respects your privacy and is committed to protecting your personal information. This policy explains how we collect, use, share and protect personal data when you use our website, contact us or engage us to provide professional services.

1. Information we collect

Depending on your relationship with ATA, we may collect:

• Name, address, email address and telephone number.
• Business, company and ownership information.
• Accounting, tax, payroll and financial information.
• Identification and verification information required for AML and client due diligence.
• Information submitted through website forms or consultation bookings.
• Documents, correspondence and records provided during an engagement.
• Website usage, advertising and conversion information where applicable.

2. How we use your information

We may use your personal data to:

• Respond to enquiries and consultation requests.
• Assess whether we can act for you.
• Complete client onboarding, AML and identity verification.
• Provide accounting, tax and related professional services.
• Request information, communicate deadlines and manage ongoing work.
• Comply with legal, regulatory and professional obligations.
• Maintain appropriate business and compliance records.
• Improve our website, services and client experience.
• Measure the effectiveness of our marketing and advertising.

3. Lawful basis

We process personal data where necessary to take steps before entering into a contract, perform a contract, comply with legal or regulatory obligations, pursue legitimate business interests or where you have provided consent.

4. AML and identity verification

As an accountancy practice, ATA is required to carry out anti-money laundering and client due diligence procedures.

We currently use IRIS systems to support aspects of AML, client due diligence, identity verification and risk assessment. Information processed for these purposes may include identification details, ownership information and verification records.

5. Consultation bookings

ATA uses Calendly to help visitors and clients arrange consultations and meetings. Information such as your name, email address, appointment details and information entered into a booking form may be processed by Calendly to manage your appointment.

6. Cookies, analytics and advertising

Our website may use cookies and similar technologies for website functionality, analytics, advertising and conversion measurement.

ATA may use technologies provided by Google, Microsoft, Meta and LinkedIn, including services associated with Google Ads, Microsoft Advertising, Facebook, Instagram and LinkedIn campaigns.

These tools may help us understand whether visitors who interact with our advertising later visit the website, submit an enquiry or book a consultation.

Where required, non-essential cookies and tracking technologies should only operate after appropriate consent has been obtained. Further information can be found in our Cookie Policy.

7. Sharing your information

We do not sell your personal information. We may share information where necessary with organisations including:

• HM Revenue & Customs, Companies House and other relevant authorities.
• IRIS and other accounting, tax, AML and professional software providers.
• Calendly and other appointment scheduling providers.
• Google, Microsoft, Meta, LinkedIn and other advertising or analytics providers.
• Hosting, email, cloud, IT and security providers.
• Professional advisers or specialists involved in providing services to you.
• Regulators or law enforcement bodies where disclosure is required by law.

8. International transfers

Some service providers may process information outside the United Kingdom. Where personal data is transferred internationally, we seek to ensure appropriate safeguards are used in accordance with applicable data protection law.

9. How long we keep information

We retain personal information for as long as reasonably necessary to provide our services and meet legal, regulatory, tax, professional and business requirements. Different types of information may be retained for different periods.

10. Security

We use reasonable technical and organisational measures to protect personal data, including access controls, secure systems and restrictions on access to client information.

11. Your rights

Depending on the circumstances, you may have rights including access to your personal information, correction of inaccurate information, restriction or objection to certain processing, deletion in certain circumstances and withdrawal of consent where applicable.

Some rights may be limited where we are required to retain information for legal, regulatory, tax or anti-money laundering purposes.

12. Complaints

If you have concerns about how we use your personal information, please contact ATA first so that we can try to resolve the matter.

You may also have the right to complain to the Information Commissioner’s Office (ICO) .

13. Changes to this policy

We may update this Privacy Policy from time to time to reflect changes in our services, technology, legal requirements or business practices. The latest version will be published on this page.