Your Data, Handled the Way We'd Want Ours Handled

1. Information We Collect

We collect the information you give us directly: your name, email address, business type, monthly revenue range, and the details you include in a message or engagement letter.

As part of providing bookkeeping and tax services we also receive financial records you share with us — bank statements, ledgers, payroll reports, and tax documents — solely to deliver the services you engaged us for.

2. How We Use Your Information

We use your information to respond to enquiries, prepare quotes, deliver bookkeeping, tax, payroll and advisory services, prepare and file returns, and communicate with you about your account.

We do not sell your personal information, and we do not use your financial data for advertising.

3. Sharing and Disclosure

We share information only with the professionals directly involved in your engagement, with software providers required to deliver the service (for example accounting and payroll platforms), and where required by law or in response to a lawful request from a tax authority.

For audit representation, we introduce you to an independent, vetted specialist. You choose whether to engage them, and you share your information with them directly.

4. Data Security

All data is transmitted over 256-bit SSL encryption and stored in SOC 2 compliant systems. Access is limited to the team members working on your account, with role-based permissions and regular backups.

5. Cookies and Analytics

Our website uses a small number of cookies to keep the site working and to understand which pages are useful to visitors. You can block cookies in your browser settings without losing access to the site's content.

6. Data Retention

We retain client records for as long as your engagement is active and afterwards for the period required by tax and professional recordkeeping rules. Information submitted through our contact form that does not become an engagement is retained for up to 24 months.

7. Your Rights

You may request access to, correction of, or deletion of the personal information we hold about you, subject to recordkeeping obligations. Write to us and we will respond within 30 days.

8. Changes to This Policy

If we materially change how we handle your information, we will update this page and revise the effective date above. Continued use of our services after an update means you accept the revised policy.