Privacy Policy for Greenleaf Bookkeeping

Effective Date: 01.09.2023

1. Introduction

Welcome to Greenleaf Bookkeeping. We respect your privacy and are committed to protecting your personal data. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website.

2. Information We Collect

We may collect and process the following personal data:

• Identity Data: Name, company name, job title.
• Contact Data: Email address, phone number, postal address.
• Financial Data: Business financial records (only if provided for bookkeeping services).
• Communication Data: Any information you provide when contacting us.

3. How We Collect Your Data

We collect data in the following ways:

• When you fill out a contact form.
• When you email or call us.
• When you sign up for our services.

4. How We Use Your Data

We use your personal data for the following purposes:

• To provide bookkeeping services.
• To respond to inquiries and manage client relationships.
• To comply with legal obligations (e.g., HMRC regulations).

5. Legal Basis for Processing Data

Under UK GDPR, we rely on the following legal bases:

• Contractual Obligation: When processing is necessary for the performance of a contract.
• Legitimate Interest: To provide efficient services and respond to inquiries.
• Legal Compliance: To meet financial and regulatory obligations.
• Consent: When required for marketing communications.

6. Data Sharing & Third Parties

We do not sell your personal data. However, we may share your data with:

• Service providers (e.g., cloud accounting software, IT support) under strict data protection agreements.
• Regulatory authorities, if required by law.

7. Data Retention

We retain personal data for as long as necessary for legal, tax, and accounting purposes. Typically, this is six years from the end of our client relationship.

8. Your Rights Under UK GDPR

You have the following rights:

• Right to access your data.
• Right to rectify inaccurate data.
• Right to erasure (in certain circumstances).
• Right to restrict or object to processing.
• Right to data portability.
• Right to withdraw consent (if processing is based on consent).

To exercise any of these rights, contact us at samantha@greenleafbookkeeping.co.uk

10. Security Measures

We implement security measures to protect your data, including encryption, secure servers, and access control.

11. Contact Information

For any privacy-related concerns, contact us at:

• Greenleaf Bookkeeping
• Email: samantha@greenleafbookkeeping.co.uk
• Phone: 07449841889
• ICO Registration Number: ZB594815

If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO): www.ico.org.uk

12. Updates to This Privacy Policy

We may update this policy from time to time. Please review it periodically for changes.

Last Updated: 01.09.2024