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Privacy Policy

Introduction 

This Privacy Notice explains how Bellmont & Beall collects, uses, stores and protects your personal information when providing bookkeeping services.

We are committed to protecting your privacy and handling your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Who We Are

Bellmont & Beall is a sole trader bookkeeping business based in the United Kingdom.

For the purposes of UK data protection legislation, we are the Data Controller for the personal information we collect directly from you.

Information We Collect

Depending on the services we provide, we may collect:

 

Personal Information

  • Full name

  • Residential address

  • Business address

  • Email address

  • Telephone number

  • Date of birth (where required)

  • Photographic identification

  • Proof of address

 

Business Information

  • Business name

  • Company registration number

  • VAT registration details

  • UTR

  • Payroll information

  • Financial records

  • Accounting records

  • Banking information

  • Supplier and customer information where necessary

How We Collect Information

Information may be collected:

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  • Directly from you

  • Through onboarding documentation

  • During meetings or telephone calls

  • Through email correspondence

  • Through accounting software

  • From publicly available registers where appropriate

  • As part of Anti-Money Laundering identity verification

What to include in the Privacy Policy

Generally speaking, a Privacy Policy often addresses these types of issues: the types of information the website is collecting and the manner in which it collects the data; an explanation about why is the website collecting these types of information; what are the website’s practices on sharing the information with third parties; ways in which your visitors and customers can exercise their rights according to the relevant privacy legislation; the specific practices regarding minors’ data collection; and much, much more. 


To learn more about this, check out our article “Creating a Privacy Policy”.

Why We Use Your Information

We use your information to:

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  • Provide bookkeeping services

  • Maintain accounting records

  • Prepare financial reports

  • Complete bookkeeping tasks you instruct us to perform

  • Verify your identity

  • Meet legal and regulatory obligations

  • Communicate with you

  • Issue invoices

  • Maintain accurate business records

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We do not sell your personal information.

Lawful Basis for Processing

We process personal data under one or more of the following lawful bases:

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  • Performance of a contract

  • Compliance with legal obligations

  • Legitimate interests

  • Consent where applicable

Who We Share Information With

Where necessary, information may be shared with:

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  • HM Revenue & Customs

  • Banks (where authorised)

  • Accountants acting on your behalf

  • Cloud software providers

  • Professional advisers

  • Regulatory bodies

  • Law enforcement agencies where legally required

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We only share information where there is a lawful basis to do so.

International Transfers

We aim to use service providers that process personal data within the United Kingdom or countries recognised as providing an adequate level of data protection.

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Where information is transferred internationally, appropriate safeguards will be in place.

How Long We Keep Information

We retain records only for as long as necessary to fulfil our legal and professional obligations.

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Client records are generally retained for six years after the end of our engagement unless a longer retention period is required by law.

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Once no longer required, information will be securely deleted or destroyed.

Keeping Information Secure

We protect personal information by using:

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  • Password-protected devices

  • Multi-factor authentication

  • Secure cloud software

  • Secure email accounts

  • Regular software updates

  • Antivirus protection

  • Restricted access to client information

Your Rights

You have the right to:

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  • Request access to your personal information.

  • Request correction of inaccurate information.

  • Request deletion where applicable.

  • Request restriction of processing.

  • Object to processing where legally permitted.

  • Request a copy of your personal information in a portable format where applicable.

  • Withdraw consent where consent is relied upon.

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Requests should be made using the contact details provided above.

Complaints

If you are unhappy with how your personal information has been handled, please contact us first so we can attempt to resolve your concerns.

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If you remain dissatisfied, you have the right to lodge a complaint with the Information Commissioner's Office (ICO).

Changes to this Privacy Notice

This Privacy Notice may be updated from time to time to reflect changes in legislation or business practices.

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The latest version will always be available upon request and, where applicable, on our website.

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