Privacy Policy | I&I Accountants

Who we are

I&I Accountants ([full legal/trading name], [address], [company/registration number if applicable]) is the data controller for the personal data described in this policy. For any privacy question, contact us at [email protected] or +44 7883 542629.

[If registered with the ICO, add: We are registered with the Information Commissioner's Office, registration number [ICO number].]

What data we collect

Enquiry form: your name, email address, phone number, the subject of your enquiry and your message.
Booking form: your name, email, phone/WhatsApp, preferred date and time, meeting type and what you would like to discuss (and any optional details you provide).
Direct contact: information you give us by email, phone or WhatsApp.
Technical data: IP address, browser type and usage data collected via cookies and analytics (see our Cookies Policy).

How we use your data and our lawful basis

To respond to your enquiry and arrange consultations. Lawful basis: your consent and/or steps taken at your request prior to entering a contract.
To provide our services where you become a client. Lawful basis: performance of a contract.
To meet our legal and regulatory obligations. Lawful basis: legal obligation.
To improve and secure our website. Lawful basis: our legitimate interests.

Who we share it with

We do not sell your data. We share it only with service providers who help us operate (for example our email/hosting provider, any scheduling tool used for bookings, and website analytics), and with professional or regulatory bodies where required by law. These providers act on our instructions under appropriate agreements.

How long we keep it

We keep enquiry data for [retention period, e.g. 24 months] and client records for as long as required to provide our services and to meet legal, tax and regulatory obligations, after which it is securely deleted.

Your rights

Under UK GDPR you have the right to access, correct, delete or restrict the use of your personal data, to object to certain processing, to data portability, and to withdraw consent at any time. To exercise any of these, contact [email protected].

Cookies

This website uses cookies. Please see our Cookies Policy for details and how to manage them.

Complaints

If you have a concern, please contact us first. You also have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk.

Changes to this policy

We may update this policy from time to time. The current version is always available on this page. Last updated: [date].