Data Controller: [Insert Business Name], [Insert Address], [Insert Contact Email]
1. Introduction
We are committed to protecting your privacy and safeguarding personal data…
2. What Information We Collect
Category
Examples
Identity Data
Full name, date of birth, National Insurance number
Contact Data
Email address, postal address, phone number
Financial Data
Bank account details, tax returns, accounting records
Technical Data
IP address, browser type, device ID
Usage Data
Pages visited, time spent, clickstream
Communication Data
Emails, messages, and contact form entries
8. Data Retention
Data Type
Retention Period
Tax records
6 years from the end of the tax year
Client records
Duration of service + 6 years
Marketing data
Until withdrawal of consent
Terms and Conditions
Effective Date: [Insert Date]
Website: [Insert URL]
3. Services Offered
We provide: Bookkeeping for sole traders, partnerships, and limited companies, VAT and self-assessment filing, Corporation tax and payroll processing, Business financial reports.
5. Fees and Payment
Fees are quoted upfront or invoiced based on agreed terms. Payment must be made prior to filing unless otherwise agreed. We reserve the right to suspend services for late payment.