Privacy policy

Last updated: 17 August 2026

1. Introduction

Easey Accounts (“we”, “us” or “our”) is committed to protecting and respecting your privacy.

This Privacy Policy explains how we collect, use, store and protect personal information when you:

• use our website at www.easey-accounts.com;
• contact us about our services;
• become or are a client of Easey Accounts;
• work for, represent or are connected with one of our clients;
• interact with us as a supplier, professional adviser, referral partner or business partner;
• or otherwise provide personal  information to us.

For the purposes of UK data protection legislation, including the UK General Data Protection Regulation (“UK GDPR”) and the Data Protection Act 2018, Easey Accounts is the data controller in respect of the personal information described in this policy.

Contact details

Easey Accounts
Email: [email protected]
Telephone: 02035 765 278
Website: www.easey-accounts.com

2. Information we may collect

Depending on our relationship with you, we may collect and process information including:

• your name, address, email address and telephone number;
• date of birth and nationality;
  identification documents, including passports and driving licences;
• information required for identity verification, anti-money laundering and know-your-client checks;
• National Insurance numbers, Unique Taxpayer References and other tax identifiers;
• employment and payroll information; 
• bank account and payment information; 
• financial records, accounting records and transaction information;
  information about businesses, directors, shareholders, partners, employees and beneficial owners;
• tax returns and information relating to your tax affairs;
• correspondence and communications with us;
• information submitted through our website or enquiry forms;
• technical information relating to your use of our website;
• information obtained from HM Revenue & Customs, Companies House and other government bodies;
• information provided by third-party accounting, payroll, banking, verification and business software providers;
• and any other information reasonably required for us to provide our professional services or comply with our legal and regulatory obligations.

3. How we collect personal information

We may collect personal information:

• directly from you;
• from your employees, directors, shareholders, business partners or representatives;
• from previous accountants or professional advisers;
• from HM Revenue & Customs and Companies House;
• from banks, financial institutions and payment providers where appropriate;
• through accounting platforms and other software to which you give us access;
• through identity verification and anti-money laundering providers;
• from publicly available sources; and
  through our website and online enquiry forms.

4. How we use your information

We may use personal information to:

• provide accounting, bookkeeping, tax, payroll and advisory services;
  prepare and submit accounts and tax returns;
• communicate and deal with HM Revenue & Customs and Companies House on your behalf;
• provide company secretarial and business administration services;
  process payroll and pension information;
• manage our relationship with clients and prospective clients;
• prepare proposals, engagement letters and fee quotations;
• verify identities and undertake anti-money laundering and fraud prevention checks;
• comply with professional, legal and regulatory requirements;
• process payments and maintain accounting records;
• respond to enquiries and provide customer support;
• improve our services, systems and website;
• manage relationships with suppliers, referral partners and other professional organisations;
• protect our business from fraud and other unlawful activity; and
  establish, exercise or defend legal claims.

5. Lawful bases for processing

We only process personal information where we have a lawful basis to do so.

Depending on the circumstances, we may rely on:

Performance of a contract
Where processing is necessary to provide services you have asked us to perform or to take steps at your request before entering into an engagement.

Legal obligation
Where processing is necessary to comply with laws and regulatory requirements applying to us, including tax, accounting and anti-money laundering requirements.

Legitimate interests
Where processing is necessary for our legitimate business interests or those of a third party, provided those interests are not overridden by your rights and interests. This may include operating and improving our business, protecting against fraud, managing business relationships and responding to enquiries.

Consent
Where we specifically ask you to consent to particular processing. Where we rely on consent, you may withdraw it at any time.

6. Anti-money laundering and identity verification

As an accountancy practice, we are required to comply with applicable anti-money laundering and counter-terrorist financing legislation.

We may therefore be required to verify the identity of clients, directors, shareholders, beneficial owners and other relevant individuals.

This may involve obtaining identity documents, proof of address and other due diligence information, and using specialist third-party identity verification or anti-money laundering providers.

We may also undertake ongoing monitoring during our professional relationship where required.

Our lawful basis for this processing will normally be compliance with a legal obligation.

Certain anti-money laundering records are generally required to be retained for at least five years after the end of the relevant business relationship or transaction, subject to applicable law.

7. Sharing your information

We may share personal information where necessary with organisations including:

• HM Revenue & Customs;
  Companies House;
• professional and regulatory bodies;
  law enforcement agencies or other authorities where legally required;
• banks and payment service providers;
• accounting and bookkeeping software providers;
• payroll and pension providers;
  tax and accounts production software providers;
• identity verification and anti-money laundering providers;
• cloud storage and IT service providers;
• professional advisers such as lawyers, insurers and specialist tax advisers;
• subcontractors and service providers assisting us in delivering our services; and
• business and referral partners where relevant to a service you have requested or where another lawful basis applies.

We do not sell your personal information to third parties.

Where we introduce or refer you to a third-party provider, such as a banking, finance, insurance or business service provider, we will only share personal information where there is an appropriate lawful basis to do so.

The third-party provider may act as an independent data controller and will be responsible for its own use of your information.

8. Referral and partnership arrangements

From time to time, Easey Accounts may work with selected business partners and service providers whose products or services may be relevant to our clients.

This may include banking, finance, business formation, insurance, software and other professional service providers.

Where appropriate, we may receive a referral fee, commission or other commercial benefit from a partner.

We will only disclose personal information to a partner where:

• you have asked us to make an introduction;
• you have agreed to the disclosure;
  the disclosure is necessary to provide a service you have requested; or
• another lawful basis permits us to do so.

Any third party receiving your information will be responsible for explaining how it processes your personal information.

9. International transfers

Some of the software providers and other third parties we use may process or store information outside the United Kingdom.

Where personal information is transferred internationally, we take reasonable steps to ensure that appropriate safeguards are in place in accordance with applicable UK data protection legislation.

10. Data security

We take appropriate technical and organisational measures to protect personal information against accidental or unlawful loss, alteration, disclosure, destruction or unauthorised access.

Access to personal information is restricted to individuals and service providers who reasonably require access for legitimate business purposes.

11. How long we keep information

We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, including satisfying legal, regulatory, tax, accounting and professional requirements.

Retention periods vary depending on the type of information and our legal obligations.

Accounting, tax, engagement and professional records may be retained after our relationship with you has ended where necessary to comply with legal obligations, respond to regulatory enquiries or establish, exercise or defend legal claims.

Anti-money laundering and customer due diligence records are generally retained for the period required by applicable legislation.

When information is no longer required, we will securely delete or anonymise it where appropriate.

12. Marketing

We may contact existing or prospective clients regarding our services where permitted by law.

Where consent is required for electronic marketing, we will obtain it before sending such communications.

You can ask us to stop sending marketing communications at any time by contacting us at [email protected] or by using any unsubscribe facility provided.

13. Cookies and website information

Our website may use cookies and similar technologies to support its operation, improve user experience and understand how visitors use the website.

Our website may also use third-party services such as website hosting, analytics, security and spam-prevention tools.

Where required, you will be provided with choices regarding non-essential cookies.

Our website currently uses Google reCAPTCHA to help protect website forms from spam and abuse. Google's own privacy terms may therefore also apply when you interact with protected website forms.

14. Your data protection rights

Depending on the circumstances, you may have the right to:

• request access to the personal information we hold about you;
• request correction of inaccurate or incomplete information;
• request deletion of your personal information;
• request restriction of processing;
  object to certain processing;
• request transfer of your information in certain circumstances;
• withdraw consent where processing is based on consent; and
• complain about how your personal information is being handled.

These rights are subject to certain legal restrictions and exemptions.

To exercise any of these rights, contact us at [email protected].

15. Complaints

If you have concerns about how we handle your personal information, please contact us first so that we can investigate the matter.

You also have the right to lodge a complaint with the Information Commissioner's Office (“ICO”), the UK's data protection regulator.

Further information is available from the ICO at www.ico.org.uk.

16. Third-party websites

Our website may contain links to third-party websites.

We are not responsible for the privacy practices of those websites, and you should review their privacy policies before providing personal information.

17. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, systems, business relationships or legal requirements.

The latest version will be made available on our website.

18. Contact us

If you have any questions about this Privacy Policy or how Easey Accounts handles personal information, contact:

Easey Accounts
Email: [email protected]
Telephone: 02035 765 278
Website: www.easey-accounts.com