Privacy Policy

1. Who We Are

YR Accounting and Tax is a UK-based accountancy practice regulated by the Institute of Chartered Accountants in England and Wales (ICAEW).

• Firm name: YR Accounting and Tax
• Email: privacy@yraccounting.co.uk
• Address: London, United Kingdom
• ICO Registration Number: [Insert once registered]

2. Information We Collect

We may collect and process the following personal and business data:

• Name, email address, phone number, and postal address
• Company name and registration number
• National Insurance number, UTR, or tax reference
• Financial records and documents you provide
• Website usage data (cookies, analytics)

3. How We Use Your Information

We process your data for the following purposes:

• To provide accounting, tax, and advisory services
• To meet legal and regulatory obligations (e.g., HMRC, ICAEW)
• To respond to enquiries and manage client relationships
• To send invoices, statements, and communications
• To maintain website performance and security

4. Lawful Basis for Processing

Our processing of personal data is based on:

• Contractual necessity – to perform agreed professional services
• Legal obligation – to comply with tax and regulatory requirements
• Legitimate interest – to manage and improve our business
• Consent – for marketing or communication preferences

5. Data Retention

We retain client and financial records for at least six years after the end of the relevant tax year or longer if required by law or professional regulations.

6. Data Sharing and Security

We may share your data with:

• HMRC, Companies House, and other government bodies
• Cloud accounting providers (e.g., Xero, QuickBooks)
• Professional advisers, auditors, or subcontractors bound by confidentiality agreements

We do not sell or rent your data to third parties.

Your information is stored securely, with encryption and access controls in place.

7. International Data Transfers

If we or our clients are located outside the UK (e.g., Hong Kong or China), we ensure all data transfers comply with UK adequacy regulations or standard contractual clauses approved by the UK government.

8. Your Rights

You have the right to:

• Access, correct, or delete your data
• Withdraw consent (where applicable)
• Object to or restrict processing
• Lodge a complaint with the Information Commissioner's Office (ICO)

Website: https://ico.org.uk/

9. Cookies and Website Technologies

Our website uses essential storage technologies to ensure proper functionality and remember your preferences. We do not currently use tracking or advertising cookies.

For detailed information about what we use and how to manage your preferences, please see our Cookie Policy.

10. Updates to This Policy

We may update this policy periodically. The latest version will always be available on our website.