Privacy Policy
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Privacy Policy

Your privacy is important to us. This policy explains how we collect, use, and protect your personal information.

Optima Accountancy Services Limited is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, store, and protect your data in accordance with UK GDPR and the Data Protection Act 2018.

Last Updated: March 2024

Company Details:
Optima Accountancy Services Limited
7 Paynes Park, Hitchin, Hertfordshire, SG5 1EH
Email: info@optima-accountancy.co.uk
Phone: 01462 429770

Information We Collect

When you visit our website or use our services, we may collect the following types of information:

• Personal identification information (name, email address, phone number, postal address)

• Business information (company name, trading name, business structure)

• Financial information necessary for providing accounting services

• Technical data (IP address, browser type, device information)

• Usage data (pages visited, time spent on site, referring URLs)

How We Use Your Information

We use the information we collect for the following purposes:

• To provide professional accounting and tax services

• To communicate with you about our services

• To process enquiries and respond to your requests

• To comply with legal and regulatory obligations

• To improve our website and services

• To send you relevant updates and marketing communications (with your consent)

Data Protection and Security

We take the security of your personal information seriously and implement appropriate technical and organisational measures to protect it:

• Secure data storage and transmission using encryption

• Regular security assessments and updates

• Access controls and authentication procedures

• Staff training on data protection requirements

• Compliance with UK GDPR and Data Protection Act 2018

• Regular backups and disaster recovery procedures

Your Rights

Under UK data protection laws, you have the following rights:

• Right to access your personal data

• Right to rectification of inaccurate data

• Right to erasure (in certain circumstances)

• Right to restrict processing

• Right to data portability

• Right to object to processing

• Right to withdraw consent

To exercise any of these rights, please contact us using the details provided below.

Sharing Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With HMRC and other regulatory bodies as required by law
• With professional service providers who assist us in delivering our services (under strict confidentiality agreements)
• When required by law or to protect our legal rights
• With your explicit consent

Cookies and Tracking

Our website uses cookies to enhance your browsing experience. Cookies are small text files stored on your device that help us understand how you use our website. You can control cookie settings through your browser preferences.

Data Retention

We retain your personal information only for as long as necessary to fulfil the purposes outlined in this policy, or as required by law. For accounting and tax records, we are legally required to retain certain information for a minimum of six years after the end of the relevant accounting period.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the updated policy on our website with a new "Last Updated" date.

Contact Us

If you have any questions about this Privacy Policy or wish to exercise your data protection rights, please contact us:

Optima Accountancy Services Limited

7 Paynes Park, Hitchin, Hertfordshire, SG5 1EH

Email: info@optima-accountancy.co.uk

Phone: 01462 429770