Introduction

At Taxaccolega, we are committed to safeguarding the privacy of our clients. This policy outlines how we collect, use, retain, and disclose your personal information.

Types of Personal Information We Collect

Personal information refers to any data that can be used to identify, locate, or contact an individual. This includes, but is not limited to, your name, email address, mailing address, telephone number, financial details, business information, and payment details. Taxaccolega only collects personal information that is provided to us by our clients or obtained with client consent.

Disclosure to Third Parties

We only disclose personal information to third parties for purposes outlined in this policy and with the client’s implicit or explicit consent.

Employee Training

All Taxaccolega employees are trained on the importance of maintaining the confidentiality and security of personal information, both within and outside the office.

Collection and Use of Personal Information

With your permission, or when we have a valid business need or legal justification, we gather and utilise your personal information. Your provided information might be utilised to handle our correspondence with you, fulfill your inquiries, and enhance our offerings. Additionally, we might send you promotional materials, contact you for comments on our services, or use your personal information for marketing purposes. By sending an email to dummy@taxaccolega.co.uk, you can always choose not to receive such communications from us.

Protecting the Confidentiality and Security of Client Information

Taxaccolega takes the protection of personal information seriously. We implement the following measures to ensure the security of your data:

• Client Tax Information:Access to tax returns and personal information is restricted to authorised personnel. Electronic files are password-protected, and hard copy files are stored securely.
• Credit Card Information:Client credit card details are kept secure and are not retained longer than necessary.
• Transmitting Client Data:Emails containing personal information are encrypted and password-protected. Faxed information is sent with verified recipient details, and documents sent by mail use standard postal services.
• Computer and Cyber Security:Computers are password-protected, equipped with firewalls, up-to-date antivirus software, and security patches. Wireless access points are secured, and remote access is restricted to firm-issued computers with robust security measures.

Use and Retention

We use personal information only for the purposes identified in this policy and with the individual’s consent. Personal information is retained only as long as necessary to fulfil these purposes. At the end of the retention period, information is either returned to the client or securely destroyed.

Changes to Our Privacy Policy

We may amend this policy at any time. Significant changes will be communicated to you in a timely manner, and the revised policy will take effect from the date of the revision.

For any questions or concerns about our privacy practices, please contact us at info@taxaccolega.co.uk.