Privacy Policy
Last updated: 20 August 2026
Introduction
CFO Accounting (“we”, “us”, “our”) is committed to protecting your privacy and handling your personal data responsibly. This Privacy Policy explains what information we collect, why we collect it, and how it is used when you visit our website or engage us for accounting, bookkeeping, tax, payroll or advisory services.
This policy applies to all visitors, prospective clients and current clients of CFO Accounting. By using our website or our services, you acknowledge the practices described below.
What Data We Collect
We may collect contact details such as your name, business name, email address, telephone number and postal address when you get in touch with us or become a client.
Where you engage us for services, we collect financial and business information necessary to provide bookkeeping, tax, payroll or advisory work, including invoices, bank statements, payroll records and HMRC correspondence.
We also collect website usage data (such as pages visited, time on site and referral source) and information stored via cookies, as set out in our Cookie Policy.
How We Use Your Data
We use your data to deliver the accounting, tax, payroll and advisory services you have engaged us for, to respond to enquiries, and to meet our regulatory and legal obligations.
We may also use contact details to send relevant updates, deadline reminders or marketing communications where you have consented to receive these, and you may opt out at any time.
Legal Basis for Processing
Under UK GDPR, we rely on one or more of the following legal bases to process your personal data: your consent, the performance of a contract with you, our legitimate interests in operating and improving our services, and compliance with a legal obligation (such as anti-money laundering or tax reporting requirements).
Where we rely on consent, you may withdraw it at any time without affecting the lawfulness of processing carried out before withdrawal.
How We Share Your Data
We may share your data with trusted third-party software and infrastructure providers used to operate our website and deliver our services. This can include accounting platforms such as Xero or QuickBooks and website or transactional-email providers such as Vercel and Resend where needed to receive, route and confirm website enquiries.
Where legally required, we may share information with HMRC or other regulatory bodies as part of your tax filings or compliance obligations.
We do not sell your personal data to third parties.
Data Retention
We retain personal and financial data for as long as necessary to provide our services and to comply with legal, accounting and tax record-keeping requirements, which in the UK typically means a minimum retention period following the end of the relevant tax year.
Once data is no longer required, it is securely deleted or anonymised in line with our internal data retention procedures.
Your Rights Under UK GDPR
You have a number of rights in relation to your personal data under UK GDPR, including the right to:
- Access the personal data we hold about you
- Request rectification of inaccurate or incomplete data
- Request erasure of your data, where applicable
- Request restriction of processing in certain circumstances
- Request portability of your data to another provider
- Object to processing based on legitimate interests
- Lodge a complaint with the Information Commissioner's Office (ICO) if you believe your data has been mishandled
To exercise any of these rights, please contact us using the details at the end of this policy.
Cookies
Our website uses cookies to improve functionality and understand how visitors use our site. For full details on the cookies we use and how to manage your preferences, please see our Cookie Policy.
Data Security
We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, misuse or alteration, including secure storage systems, access controls and staff data-protection training.
While we take reasonable steps to safeguard your data, no method of electronic transmission or storage is entirely secure, and we cannot guarantee absolute security.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any updates will be posted on this page with a revised “Last updated” date.
Contact Us About This Policy
If you have any questions about this Privacy Policy or how we handle your data, please contact us at consult@cfoaccounting.co.uk.