This policy is effective as of 22 October 2026.
Our contact details
Name: Joanna Bookkeeping
Phone Number: 01865 591952
E-mail: joanna@joannabookkeeping.co.uk
What personal data we collect
The personal data we collect depends on the services you use, the information you provide and the circumstances in which we work with you. This may include:
- Contact and identification details, such as your name, address, email address, telephone number and, where necessary, identity verification information.
- Business and financial information, such as bank statements, invoices, accounting records, income, expenditure, business transactions and information about your employment or business activities. Tax and compliance information, including information needed to prepare tax returns, fulfil our accounting responsibilities and meet applicable legal and professional obligations.
- Information about other individuals contained in the records you provide to us, such as details relating to company directors, employees, shareholders or other people involved in your business.
- Website and technical information, such as your IP address, cookie identifiers, browser information and information about how you use our website, where collected.
- Communications and service information, including enquiries, information provided through forms, correspondence, engagement records, invoices and information relating to complaints or fee disputes.
We may receive personal data directly from you, from an authorised representative, from the records and documents you provide, or from other sources where appropriate, such as public registers, HMRC, other professional advisers or identity verification providers.
We only collect and use personal data that is relevant to the purposes for which it is processed. The information we collect will depend on the services we provide and the legal and professional obligations that apply to us.
How we get the personal information and why we have it
- Personal data may be freely provided by you when you’re contacting us, asking us to provide you with a quote, filling out any form on our website or becoming our client.
- In case of usage data, the data can be collected automatically when using this website.
We use the information that you have given us in order to:
-respond to your query
-provide you with any materials
-produce a quote for you
-contact you about other services we provide which may be of interest to you
-serve you as our client and provide you with our services
-invoice you for our services and investigate and address any fee disputes that may have arisen
-fulfil our obligations under relevant laws in force from time to time
-comply with professional obligations to which we are subject as a member of the Association of Accounting Technicians
-investigate and/or defend potential claims and in disciplinary and legal proceedings
We also store the information about you like standard internet log information and visitor behaviour information in order to facilitate our marketing through third parties, make sure the website is meeting the needs of its users and make improvements.
It is a requirement of our contract with you that you provide us with the personal data that we request. If you do not provide the information that we request, we may not be able to provide professional services to you. If this is the case, we will not be able to commence acting or will need to cease to act.
Under the General Data Protection Regulation (GDPR), the lawful bases we rely on for processing the information are:
(a) We have a contractual obligation.
(b) We have a legal obligation.
(c) We have a legitimate interest
For processing data for marketing purposes via Google Analytics and Facebook Analytics, the lawful basis is:
(d) Your consent.
Cookies
Our website may use cookies and similar technologies to operate the website, remember preferences, understand how visitors use the website and, where applicable, support advertising and marketing.
Cookies are small text files stored on your device. Some are necessary for the website to function, while others collect information about website usage or help deliver additional features.
For further information, visit allaboutcookies.org.
What types of cookies do we use
Depending on the technologies used on our website, cookies may include:
Necessary – These cookies are absolutely essential to allow the technical operation of our website.
Functional – We use these cookies so that we recognize you on our website and remember your previously selected preferences. These could include what language you prefer and location you are in.
Performance – We use performance cookies to understand and analyse the key performance indexes of the website which helps in delivering a better user experience for you.
Advertisement – We use these cookies to collect information about your visit to our website, the content you viewed, the links you followed and information about your browser, device, and your IP address to provide customised ads. We sometimes share some limited aspects of this data with third parties for advertising purposes. We may also share online data collected through cookies with our advertising partners. This means that when you visit another website, you may be shown advertising based on your browsing patterns on our website.
Analytics – We use analytic cookies to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
The cookies and similar technologies actually used on our website may change as our website and services develop.
How to manage cookies
We will obtain consent before using cookies or similar technologies where required by law. Strictly necessary technologies that are exempt from consent requirements may be used where the applicable conditions are met.
Where a cookie preference tool is available, you can use it to accept or reject non-essential cookies and change your preferences later. You can also manage cookies through your browser settings, although blocking certain cookies may affect website functionality.
Links and embedded content from other websites
Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.
These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.
Please be aware that we have no control over the content and practices of other sites, and cannot accept responsibility or liability for their respective privacy policies. Our privacy policy applies only to our website and services, so if you click on a link to another website, you should read their privacy policy.
Who we share your data with
We share your personal data when required to by law or when we truly need it to provide a service to you. We collect it by fair and lawful means, with your knowledge and consent. We also let you know why we’re collecting it and how it will be used.
We may share your personal data with:
-Companies House, Charity regulators and HMRC
-any third parties with whom you require or permit us to correspond
-subcontractors
-an alternate appointed by us in the event of incapacity or death
-professional indemnity insurers
-our professional body the Association of Accounting Technicians and/or the Office for Professional Body Anti-Money Laundering Supervisors (OPBAS) in relation to practice assurance and/or the requirements of MLR 2017 (or any similar legislation)
If the law allows or requires us to do so, we may also share your personal data with:
-the police and law enforcement agencies
-courts and tribunals
-the Information Commissioner’s Office (ICO)
We may need to share your personal data with the third parties identified above in order to comply with our legal obligations, including our legal obligations to you. If you ask us not to share your personal data with such third parties, we may need to cease to act.
Third-party services we use for marketing purposes, data processing and to assist us in providing services or information are, but not limited to, Google LLC, Google Analytics, Google Ads, Google Tag Manager, Google Fonts, Font Awesome, Facebook, Facebook Analytics, Monster Insights, Mailer Lite, Calendly, Airtable, Webpushr, Setmore, Square, GoCardless, Apron, JotForms. The providers we use may change over time.
We also use accounting and tax software to fulfil our duties as accountancy provider.
How long we retain your data
We retain collected information for as long as required by the purpose they have been collected for. We may be obliged to retain personal data for a longer period whenever required to do so for the performance of a legal obligation or upon order of an authority.
You are responsible for retaining information that we send to you (including details of capital gains base costs and claims and elections submitted), and this will be supplied in the form agreed between us. Documents and records relevant to your tax affairs are required by law to be retained by you.
If you subscribe to our newsletter, we will keep your data until you unsubscribe.
What rights you have over your data
Under data protection law, you have the right to do the following:
- Object to processing of your data. You have the right to object to the processing of your data in certain circumstances.
- Access your data. You have the right to ask us for copies of your personal information. Such requests are known as ‘subject access requests’ (SARs). If you make a request, we have one month to respond to you. There are, however, some circumstances in which the law allows us to refuse to provide access to personal data in response to a SAR (e.g., if you have previously made a similar request and there has been little or no change to the data since we complied with the original request). You are not required to pay any charge for SAR.
- Verify and seek rectification. You have the right to verify the accuracy of your data and ask for it to be updated or corrected.
- Restrict the processing of your data. You have the right, under certain circumstances, to restrict the processing of your data. In this case, we will not process your data for any purpose other than storing it.
- Have your personal data deleted or otherwise removed. You have the right, under certain circumstances, to obtain the erasure of your data from us.
- Receive your data and have it transferred to another controller. You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, under certain conditions.
If you would like to exercise any of these rights, please contact us at our email: joanna@joannabookeeping.co.uk
How We Protect Your Data
Your privacy is important to us. It is Joanna Bookkeeping’s policy to respect your privacy regarding any information we may collect from you as a part of our services, across our website, https://joannabookkeeping.co.uk, and other sites we own and operate. We take reasonable precautions to prevent loss and theft of your information, as well as unauthorised access, disclosure, copying, use or modification.
Consent
Your continued use of our website and/or being our client will be regarded as an acceptance of our practices around privacy and personal information.
If you wish to withdraw your consent, please inform us immediately.
Please note:
-the withdrawal of consent does not affect the lawfulness of earlier processing
-if you withdraw your consent, we may not be able to continue to provide services to you
-even if you withdraw your consent, it may remain lawful for us to process your data on another legal basis (e.g., because we have a legal obligation to continue to process your data).
Marketing Communication
We may use your contact details to send information about our services, business updates or other relevant communications where permitted by law.
We will comply with applicable data protection and electronic marketing requirements when sending marketing communications. Depending on the circumstances, we may need your consent or may be able to rely on another permitted route, such as the customer soft opt-in where all the relevant conditions are met.
You can opt out of marketing emails by using the unsubscribe link in the email or by contacting us at joanna@joannabookeeping.co.uk.
If you object to or opt out of direct marketing, we will stop using your personal data for that purpose. We may retain limited information to record your preference and ensure that we respect your request.
Opting out of marketing will not affect essential communications relating to services you receive from us, our contractual arrangements or our legal and professional obligations.
How to complain
If you have any concerns about our use of your personal information, you can make a complaint to us at joanna@joannabookkeeping.co.uk
You can also complain to the ICO if you are unhappy with how we have used your data.
The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline number: 0303 123 1113 ICO website: https://www.ico.org.uk
Changes to our privacy policy
We reserve the right to make changes to this privacy policy at any time by notifying you on this page. It is strongly recommended to check this page often, referring to the date of the last modification listed at the top of this page.
Should the changes affect processing activities performed on the basis of your consent, we shall collect new consent from you, where required.
