Privacy & Cookies

Accumulus Accountancy Ltd is committed to protecting and respecting your privacy. This policy sets out the basis on which any personal data we collect will be processed by us. Please read this privacy policy carefully to understand our views and practices and your rights regarding your personal data. By visiting our website you are accepting and consenting to the practices described in this policy.

For the purpose of data protection legislation, the data controller is Miss Sophie Lewis.

What info do we collect from you?

We will collect and process the following data about you:

  • Information you give us. You give us this by filling in forms in paper or on our website or by corresponding with us by phone, email or otherwise. This may include e.g. your name, address, date of birth, UTR, National Insurance number, email address and phone number.
  •  Information we collect throughout our relationship. This is informationrelating to, for example, your employment, your accounting transactions, personal income & expenditure, Limited Company information, pension information and property rental information.
  •  Information we collect when you call us. If you call us we will collect instructions or information you provide.
  •  Providing us with your details online. This is information you may choose to provide us with using our website. It includes your name, address, telephone number and email address.

Why do we collect this information?

We use this information in the following ways:

  • Information you give to us. We use this information
    • to assess whether we can enter into a contract with you and to perform our contract with you. This includes carrying out our obligations to you and providing you with our services;
    • to perform our obligations to you;
    • to improve our service to you, to ensure that content from our website is presented in the most effective manner for you and for your device;
    • to provide you with service communications so that you receive a full and functional service and so we can perform our obligations to you. These may be sent by email, post or phone. These will include notifications about changes to our service;
  • Information we collect throughout our relationship. We will use this information to help us provide you with our services and to comply with our contractual obligations to you.
  • Information we receive from other sources.  See the ‘Who might we share your information with?’ section below for details of how we use information in conjunction with our associated third parties.

How long do we keep hold of your information?

  • We will keep information about you for a maximum of 7 years after the end of our relationship with you unless obligations to our regulators or the law requires otherwise or we are required to remove such data from our records.

Who might we share information with?

You agree that for the purposes set out in the ‘Why do we collect this information?’ section above, we have the right to share your personal information with:

  • HM Revenue & Customs, who require your permission for us to contact them on your behalf
  • Our software providers who we require in order to submit relevant documents to HMRC

Additionally, we will disclose your personal information to the relevant third party:

  • If we are under a duty to disclose or share your personal data to comply with any legal obligation, to enforce or apply our terms of use and other agreements; or to protect the rights, property, or safety of our clients, our regulators, or others. This includes exchanging information with other companies and organisations for the purposes of fraud protection, prevention of money laundering and credit risk reduction.

How is your data stored & kept secure?

At Accumulus Accountancy, we take your safety and security very seriously and we are committed to protecting your personal and financial information. All information kept by us is stored on secure servers or those of our service providers or in secure filing systems. Where we have given you (or where you have chosen) a password

that enables you to access certain parts of our services, you are responsible for keeping this password confidential. We ask you not to share a password with anyone.

Once we have received your information, we will use strict procedures and security features designed to prevent unauthorised access.

What are your rights?

Where processing of your personal data is based on consent, you can withdraw that consent at any time.

You have the right:

  • to request from us access to personal information held about you;
  • to ask for the information we hold about you to be rectified if it is inaccurate or incomplete;
  • to ask for data to be erased, as long as data is no longer necessary for the purposes for which it was collected, you withdraw consent (if the legal basis for processing is consent), you exercise your right to object, set out below, and there are no overriding legitimate grounds for processing, the data is unlawfully processed, the data needs to be erased to comply with a legal obligation or the data is children’s data and was collected in relation to an offer of information society services;
  • to ask for the processing of that information to be restricted if the accuracy of that data is contested, the processing is unlawful, the personal data is no longer necessary for the purposes for which it was collected or you exercise your right to object (pending verification of whether there are legitimate grounds for processing);
  • to ask for data portability if the processing is carried out by automated means and the legal basis for processing is consent or contract.

You can exercise these rights at any time by contacting us by post at Accumulus Accountancy Ltd, Chatfield House, 119 Manthorpe Road, Grantham NG31 8DQ or

Should you have any issues, concerns or problems in relation to your data, or wish to notify us of data which is inaccurate, please let us know. If you are not satisfied with our processing of your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at any time. The ICO’s contact details are available here.

Changes to our Privacy Policy

This policy may be updated from time to time. Please check our website to see any updates or changes to our privacy policy.

Contact Us & Data Protection Officer

Questions, comments and requests regarding this privacy policy are welcomed and should be addressed to Managing Director, Accumulus Accountancy Ltd, Chatfield House, 119 Manthorpe Road, Grantham NG31 8DQ or

email or call us on 0333 700 3570.

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