Last updated: January 2025
TaxSeek (“we”, “us”, “our”) is committed to protecting the personal data of visitors to our website and clients who use our services. This policy explains what data we collect, why we collect it, how we use it and what rights you have in relation to it.
This policy applies to our website at taxseek.co.uk and to the services we provide to UK accountancy practices.
1. Who we are
TaxSeek is a white-label accounting delivery desk providing outsourced production services to UK accountancy practices. If you have questions about this policy or our data practices, please contact us at info@taxseek.co.uk.
2. What data we collect
2.1 Website visitors
When you visit our website we may collect:
- Your IP address and browser type (via server logs)
- Pages visited and time spent (via analytics cookies, if enabled)
- Information you submit through contact or enquiry forms: name, firm name, email address, phone number and any message content
2.2 Clients and prospective clients
When you engage with us or use our services we may collect:
- Contact details: name, role, firm name, email and phone number
- Information needed to carry out the services: accounting files, trial balances, source documents and related financial data supplied by you or your clients
- Correspondence and instructions exchanged during an engagement
3. How we use your data
We use your data to:
- Respond to enquiries and provide the services you have requested
- Manage our relationship with your firm
- Carry out the accounting and production work agreed in our engagement
- Comply with legal and regulatory obligations
- Improve our website and services
We do not use your data for unsolicited marketing without your consent and we do not sell your data to third parties.
4. Legal basis for processing
We process your data on the following bases:
- Contractual necessity — to perform the services you have engaged us to provide
- Legitimate interests — to manage our business and respond to enquiries
- Legal obligation — where we are required to retain or disclose data by law
- Consent — where you have specifically agreed, for example to receive updates from us
5. How we store and protect your data
Client files and data are handled through controlled access methods agreed with your firm. Access is granted on a named, per-job basis and withdrawn on completion. We do not store client financial data beyond the retention period agreed with you.
Our website is hosted on secure servers. We take reasonable technical and organisational measures to protect data from unauthorised access, loss or disclosure.
6. Data retention
We retain enquiry and contact data for as long as necessary to respond to your request and manage our relationship with you, typically no longer than three years from last contact unless you are an active client.
Client engagement data is retained for the period agreed in your engagement terms or, where no period is specified, for a reasonable period consistent with UK accounting practice norms.
You may request deletion of your data at any time by contacting us.
7. Sharing your data
We do not sell or share your personal data with third parties for their own marketing purposes. We may share data with:
- Service providers who support our operations (for example, cloud storage or email providers) under appropriate data processing agreements
- Professional advisers or regulators where required by law
All third parties are required to handle your data in accordance with applicable data protection law.
8. Cookies
Our website may use cookies to understand how visitors use the site and to improve performance. You can control cookies through your browser settings. If we use analytics cookies we will ask for your consent before placing them.
9. Your rights
Under UK data protection law you have the right to:
- Access the personal data we hold about you
- Correct inaccurate data
- Request deletion of your data
- Restrict or object to how we process your data
- Request a copy of your data in a portable format
- Withdraw consent at any time where processing is based on consent
To exercise any of these rights, please contact us at info@taxseek.co.uk. We will respond within one month.
10. Complaints
If you believe we have not handled your data correctly, you have the right to complain to the Information Commissioner’s Office (ICO) at ico.org.uk. We would, however, appreciate the opportunity to address your concern directly before you contact the ICO.
11. Changes to this policy
We may update this policy from time to time. The date at the top of the page shows when it was last revised. Continued use of our website or services after a change constitutes acceptance of the updated policy.
12. Contact
For any questions about this policy:
- Email: info@taxseek.co.uk
- Phone: +44 7441 428809
- Hours: Cover across UK working hours, Mon–Fri