Privacy Policy
How SRZ Accountancy collects, uses, and protects your personal information.
Who We Are
SRZ Accountancy Ltd (“we”, “us”, “our”) provides accounting, bookkeeping, payroll, and tax services to UK businesses and individuals through our website https://srzaccountancy.com/.
We are registered in England & Wales (Company No. 15023138) and registered with the Information Commissioner’s Office (ICO) under the Data Protection Act 2018. We act as the data controller for personal information collected through this website and in the course of providing our services.
Information We Collect
Information You Give Us
When you complete our contact form, call us, email us, or message us on WhatsApp, we collect details such as your name, email address, phone number, the service you are interested in, and the content of your message.
Client Information
If you become a client, we collect the information needed to provide accounting services — such as financial records, payroll details, tax references, and identification documents required under UK anti-money laundering (AML) regulations.
Technical Information
When you browse our website, analytics tools may collect technical data such as your device type, browser, approximate location, and pages visited. See our Cookie Policy for details.
How We Use Your Information
- To respond to your enquiries — replying to messages sent through our contact form, email, phone, or WhatsApp.
- To provide our services — performing the accounting, bookkeeping, payroll, VAT, CIS, and tax services you engage us for (performance of a contract).
- To meet legal obligations — including HMRC requirements, Companies House filings, and anti-money laundering checks.
- To improve our website — using anonymised analytics to understand how visitors use our pages.
We rely on the following lawful bases under UK GDPR: your consent, performance of a contract, compliance with legal obligations, and our legitimate interests in operating and improving our business.
Who We Share Information With
We never sell your personal information. We share it only where necessary:
- HMRC and Companies House — to make filings and submissions on your behalf as part of our services.
- Accounting software providers — such as Xero, QuickBooks, FreeAgent, and Nomi, where used to manage your records.
- Service providers — such as website hosting, email, and analytics providers (e.g., Google), who process data on our behalf under appropriate safeguards.
- Professional and legal requirements — where required by law, regulation, or our professional obligations.
How Long We Keep Your Information
Client records are kept for at least six years after the end of the relevant tax or accounting period, in line with HMRC requirements. Enquiry details from non-clients are kept only as long as needed to handle the enquiry.
Your Rights
Under UK GDPR, you have the right to:
- Access the personal information we hold about you.
- Ask us to correct inaccurate or incomplete information.
- Ask us to delete your information (where we are not legally required to keep it).
- Restrict or object to how we use your information.
- Receive your information in a portable format.
- Withdraw consent at any time, where consent is the basis for processing.
To exercise any of these rights, contact us at [email protected]. If you are not satisfied with our response, you can complain to the Information Commissioner’s Office at ico.org.uk.
How We Protect Your Information
We use appropriate technical and organisational measures to keep your information secure — including secure cloud accounting platforms, access controls, and encrypted connections (HTTPS) across our website.
Third-Party Links
Our website contains links to external services such as WhatsApp, Facebook, LinkedIn, and Instagram. If you use these, the third-party platforms process your data under their own privacy policies.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be published on this page with an updated “Last Updated” date. If you have any questions about this Privacy Policy or how we handle your information, please contact us at [email protected].