Privacy Policy

🔐 Privacy Policy

Last updated: June 2025

1. Who We Are

Summed Up Accountancy is a Manchester-based accountancy firm helping individuals, landlords, and small business owners across the UK. This privacy policy outlines how we handle your personal data.

Contact details:
📧 Email: enquiries@summed-up.co.uk
📞 Phone: 0161 505 1978
🌐 Website: https://summed-up.co.uk

2. What Data We Collect

We may collect and process:

  • Name and contact details (email, phone, address)
  • Business name and tax reference numbers
  • Financial information shared for accountancy or advisory services
  • IP address, browser type and visit behaviour (via analytics)
  • Information submitted via contact forms or newsletter signup

3. How We Use Your Information

We use your data to:

  • Provide accountancy, tax, and advisory services
  • Respond to enquiries and client communications
  • Deliver service-related updates and reminders
  • Send occasional newsletters or insights (with consent)
  • Comply with legal and regulatory obligations

4. Legal Bases for Processing

We process your personal data when:

  • You have given consent (e.g. newsletter signup)
  • We need it to fulfil a contract with you
  • It is required to meet legal obligations
  • We have a legitimate interest (e.g. improving our services)

5. Sharing Your Data

We only share your data with trusted third parties:

  • Accountancy software providers (e.g. Xero, QuickBooks, FreeAgent)
  • Email and cloud storage providers
  • HMRC or regulators, when legally required

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

6. Data Storage and Security

Your data is stored securely using reputable third-party systems. Access is limited to authorised personnel, and we apply appropriate security measures to protect it.

7. How Long We Keep Your Data

We retain personal data only as long as necessary for:

  • Providing services
  • Legal and financial record-keeping
  • Compliance with tax and regulatory obligations

Typically, this is up to 6 years unless longer retention is required by law.

8. Your Rights

Under UK data protection law, you have the right to:

  • Request access to your personal data
  • Request correction or deletion
  • Withdraw consent where applicable
  • Object to or restrict how we process your data

To exercise your rights, contact: enquiries@summed-up.co.uk

9. Cookies

Please refer to our Cookie Policy for information on how we use cookies on this website.

10. Updates to This Policy

We may update this policy periodically. Any changes will be posted on this page with a clear “last updated” date.