Simply Accountancy Ltd (“we”, “us”, “our”) is committed to protecting and respecting your privacy.

This policy outlines how we collect, use, and protect your personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and the Privacy and Electronic Communications Regulations (PECR).

  1. Data Controller Information • Full Company Name: Simply Accountancy Ltd • Registered Office Address: 114 Merthyr Road, Abergavenny, Gwent NP7 5DF • Email: enquiries@simply-accountancy.co.uk
  2. Personal Information We Collect & Legal Basis We collect only the personal information necessary to deliver our services and respond to your requests.

• Information You Provide Voluntarily: Name, email address, phone number, and enquiry details submitted via our contact forms or email.

  • Lawful Basis: Legitimate Interests (answering enquiries) or Pre-contractual Steps/Contract (taking steps to provide requested services). • Marketing & CRM: Details added to our CRM system to send updates or marketing communications.
  • Lawful Basis: Consent (for electronic direct marketing to prospective clients) or Legitimate Interests (for existing client relationships, subject to opt-out).
    1. Use of Artificial Intelligence (AI) Tools • Operational Efficiency: We may utilise secure, professional Artificial Intelligence (AI) tools and software to assist with administrative functions, data processing, analysis, and communication draft preparation. • Data Security & Confidentiality: Any AI tools used operate within encrypted, GDPR-compliant enterprise environments. We ensure that your personal data is not used, shared, or processed by third-party AI providers to train their public models. • Human Oversight: All automated outputs or AI-assisted analyses are subject to human review by our professional team to maintain accuracy and compliance. We do not engage in solely automated decision-making or profiling that produces legal or similarly significant effects on you.
  1. How We Use and Retain Your Information • We use your data strictly to manage client communications, deliver requested accountancy services, and maintain our business records. • We retain your personal information only as long as necessary for the purpose for which it was collected, or to fulfil legal, tax, and accounting requirements.
  2. Disclosures & International Transfers We do not sell, rent, or lease your personal data. We may share data with trusted third-party service providers (such as IT hosting, CRM software, and secure cloud software providers) strictly under contractual safeguards. If personal data is transferred outside the UK, we ensure appropriate safeguards (such as standard contractual clauses) are implemented.
  3. Your Legal Rights Under UK data protection law, you have the following rights: • Access: Request a copy of the personal data we hold about you. • Rectification: Request correction of inaccurate or incomplete data. • Erasure: Request deletion of your personal data where there is no legal reason for retention. • Object / Restrict: Object to direct marketing or request restrictions on processing. • Withdraw Consent: Withdraw consent at any time where processing relies on consent.

To exercise any of these rights, please contact us at enquiries@simply-accountancy.co.uk or write to our registered address:

Simply Accountancy Ltd 114 Merthyr Road Abergavenny Gwent NP7 5DF

If you feel your data has not been handled correctly, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at ico.org.uk or by calling 0303 123 1113.

  1. Cookies Policy Our website uses cookies to enhance user experience and analyse site usage.

• Essential Cookies: Necessary for basic site functionality. These cannot be switched off. • Analytics / Performance Cookies: Help us understand how visitors interact with our website (e.g., page views). These are placed only with your explicit consent via our cookie banner.

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