Privacy Policy

At Abacus Bookkeeping, we are committed to protecting your privacy and ensuring your personal data is handled in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

This notice explains what personal data we collect, how we use it, and your rights.

1. Who we are

Abacus Bookkeeping
Malt House, Narrow Lane, Halsall, L39 8RL
info@abacusbookkeeping.uk
07876 245895

We are the data controller for the personal data we process.

2. The personal data we collect

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

Identity details – name, title, job role.
Contact details – address, email address, phone number.
Financial information – bank details, invoices, receipts, bookkeeping records (as required to provide our services).
Business information – company name, tax information, payroll details.
Website usage data – IP address, browser type, cookies (where applicable – see Cookies section).

3. How we use your personal data

We use your personal data to:

Provide bookkeeping and related services to you.
Maintain our records and accounts.
Communicate with you regarding our services.
Comply with legal and regulatory obligations (e.g. HMRC requirements).
Improve our website and services.

4. Our lawful bases for processing

Under the UK GDPR, we rely on the following lawful bases:

Contract – to provide our services to you.
Legal obligation – to comply with tax, accounting, and other regulatory requirements.
Legitimate interests – to run and improve our business (where this does not override your rights).
Consent – where you have explicitly agreed (e.g. to receive marketing emails).

5. Sharing your personal data

We may share your personal data with:

HMRC and other regulatory bodies (where legally required).
Professional advisers (e.g. accountants, auditors, insurers).
Service providers (e.g. IT support, secure cloud accounting software, website hosting).

We do not sell your data to third parties.

6. International transfers

If we transfer your data outside the UK (for example, when using cloud services), we will ensure appropriate safeguards are in place, such as UK-approved standard contractual clauses.

7. How long we keep your personal data

We retain your personal data only as long as necessary to fulfil the purposes outlined in this notice, and to comply with legal and regulatory requirements. Typically, this is 6 years for financial and tax records.

8. Your data protection rights

You have the following rights under UK GDPR:

The right to be informed about how we use your data.
The right of access to the personal data we hold about you.
The right to rectification of inaccurate data.
The right to erasure (“right to be forgotten”) in certain circumstances.
The right to restrict processing.
The right to data portability.
The right to object to certain processing (including direct marketing).
Rights in relation to automated decision-making and profiling.

You can exercise these rights by contacting us at [insert contact email].

If you are unhappy with how we handle your data, you also have the right to complain to the Information Commissioner’s Office (ICO): www.ico.org.uk

9. Cookies and website tracking

If your website uses cookies or analytics (e.g. Google Analytics), you must include a cookie banner and explain:

What cookies are used.
What they do.
How users can manage preferences.

Our website uses cookies to improve user experience and analyse website traffic. You can manage or disable cookies in your browser settings.

10. Changes to this Privacy Notice

We may update this Privacy Notice from time to time. Any updates will be posted on this page with a revised “last updated” date.

Last Updated: 24/08/2025