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
• 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

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

• 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:
- Companies House
- New accountants on request of client
- Tax Advisors on authority of client
- Authorities for Fraud prevention or any illegal activity
- Employers

Website 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

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
Mobile: 07793129115
Office: 01872 870620