At The Lady Accountant Ltd, we take your privacy seriously — we’re accountants, after all! This policy explains what information we collect, how we use it, and your rights under UK data protection law.
1. Who we are
Please see Our Story section:
We are the “data controller,” which means we decide how and why your personal data is used.
2. The information we collect
We only collect the information we need to do our job well. This may include:
• Contact details: your name, email address, phone number, and postal address.
• Business information: company name, accounting records, or tax details (for clients).
• Website use data: pages you visit, links you click, or forms you fill in (through cookies and analytics).
• Communications: messages or enquiries you send us by email or our contact form.
We don’t collect anything unnecessary or intrusive.
3. How we use your information
We use your information to:
• Provide accounting and advisory services.
• Respond to enquiries and manage client relationships.
• Comply with our legal and regulatory obligations.
• Improve our website and services.
• Send occasional updates or newsletters (only if you’ve opted in).
We never sell your data or share it for marketing purposes.
4. Our lawful bases for processing
Under UK GDPR, we rely on one or more of these lawful bases:
• Contract: to perform our services for you.
• Legal obligation: to meet record-keeping, accounting, or regulatory duties.
• Legitimate interests: to improve our business or respond to your enquiries.
• Consent: where you’ve explicitly agreed (e.g. for email marketing or cookies).
5. How we store and protect your data
We keep your personal data safe using secure systems, encrypted storage, and access controls.
We’ll only hold it for as long as necessary to meet our legal and professional obligations — typically six years for accounting records.
6. Sharing your data
We may share data with trusted third parties who help us run our business (e.g. cloud software providers, IT support, or regulators).
They only process data on our instructions and must keep it secure and confidential.
We’ll also share information if the law requires it — for example, with HMRC or Chartered Accountants Ireland.
7. Your rights
You have the right to:
• Access the personal data we hold about you.
• Correct any errors.
• Ask us to delete your data (where legally possible).
• Object to or restrict processing.
• Withdraw consent at any time (if consent was the basis for processing).
To exercise any of these rights, feel free to contact us. LINK TO CONTACT US SECTION
8. Cookies
Like most websites, ours uses cookies — small text files that help your browser remember things and improve your experience.
We use:
• Essential cookies – these keep the site running (can’t be switched off).
• Analytics cookies – help us understand how visitors use our site (Google Analytics or similar).
• Preference cookies – remember your settings or preferences.
When you first visit our site, you’ll see a cookie banner asking for your consent to non-essential cookies.
You can change your cookie settings at any time via your browser or the link in the banner.
9. Links to other websites
Our site may link to other websites. We’re not responsible for their privacy policies or content, so please check theirs before sharing personal data.
10. Changes to this policy
We occasionally update this page to reflect changes in the law or how we handle data.
We’ll always show the “last updated” date at the top.
11. Questions or concerns?
If you have any questions about this policy or how we handle your data, please get in touch via our Contact Us Section:
If you’re unhappy with how we’ve handled your data, you can also complain to the Information Commissioner’s Office (ICO) at www.ico.org.uk.