Fresh Approach Accountancy Team
Our Privacy Policy

Fresh Approach Accountancy process data under contract. The processing is necessary for a contract you have with the individual, or because they the client have asked you to take specific steps before entering into a contract.
No data is kept for longer than necessary and is processed in a manner to ensure appropriate security.

How we collect data
• In person from client
• Email
• HMRC
• Ex-Accountants
• Postal service
• Employers

What data is collected
• Personal information, D.O.B, name, address, telephone number
• Bank details
• Tax info i.e. UTR numbers and NI numbers
• ID, passport, drivers license and proof of address
• Business data, income and expenditure
• PAYE Info from employers
• Previous tax information i.e. P60, P45, SA302’s
• Pension info
• Info from Companies house

How do we hold data
• Software, QuickBooks, TaxCalcs and MoneySoft
• Spreadsheets – Excel
• Client Files – One Drive and Hard Drive and External Hard Drive
• Hard Copies – Client Files

Retention
• All information is kept for 7 years unless asked to be destroyed or returned to client

Security
• All hard copies kept in separate client files in locked storage units which are held in a locked office
• All IT is password protected
• All software is password protected
• NOD anti-virus installed on all systems
• PDF encryption password on TaxCalcs software
• Deletion of Cookies and History each day
• Back up of hard drives and cloud storage each day
• External hard drive kept in separate safe place to hard drive

Data Sharing
• We do not share information for reasons other than tax or payroll purposes which are needed as a legal requirement engaged at point of contract. We will never share information/data with any third party for any marketing reasons or profit i.e. selling of data.
• We share information with:
- HMRC
- Companies House
- New accountants on request of client
- Tax Advisors on authority of client
- Authorities for Fraud prevention or any illegal activity
- Employers

Website
www.freshapproachaccountancy.co.uk does not use Cookies

Access to information and making changes
You have the right to request a copy of the information that we hold about ou. If you would like a copy of some or all your personal information, please email becky@freshapproachaccountancy.co.uk

We want to make sure we have up to date information, please contact us to update your information as and when things change.

How to contact us
Email: becky@freshapproachaccountancy.co.uk
Mobile: 07793129115
Office: 01872 870620