Privacy Policy

Last updated: 18 February 2026

Accounts Direct ("we", "us", "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store and protect your personal data when you visit our website (accountsdirect.co), submit a quote request form, or contact us.

We are the data controller. Our registered office is [Insert your full registered office address here]. You can reach our Data Protection contact at privacy@accountsdirect.co.

1. Data we collect

We only collect what you give us:

• Full name
• Email address
• Business / company name
• Telephone number
• Approximate annual turnover band
• Any message or extra details you add in the form

We also automatically collect basic technical information (IP address, browser type, pages viewed) via server logs and cookies. See our separate Cookie Policy for details.

2. How we collect it

• Directly from you when you submit the quote form
• From cookies and server logs when you browse the site
• When you email or call us

3. Why we use your data & lawful basis

We process your data for these reasons:

• Legitimate interests — to respond to your quote enquiry, send you a proposal or arrange a callback, and discuss our accountancy services (Article 6(1)(f) UK GDPR). This is our main basis for quote form submissions.
• Consent — you give explicit consent when you tick the box on the form (Article 6(1)(a)). You can withdraw consent at any time (see section 8).
• Contract — if you become a client, to fulfil our professional services agreement (Article 6(1)(b)).

4. Who we share data with

We never sell your data. We share it only when necessary:

• Our secure email provider (SMTP2GO) – to send proposals and callback messages
• Our hosting provider – to store form submissions and drafts securely
• Professional advisers (e.g. accountants, lawyers) – if legally required
• Regulatory bodies (e.g. HMRC, ICO) – if we must by law

Every third party is bound by strict data processing agreements and UK GDPR rules.

5. How long we keep your data

• Quote submissions & partial drafts: up to 12 months unless you become a client (then kept for the client relationship + 7 years for tax & professional records).
• Partial drafts: automatically deleted after 30 days.
• Technical logs (IP, browser info): up to 6 months for security.

6. Where your data is stored

Data is stored in the UK or EEA on secure servers. If any transfer occurs outside the UK/EEA, we use UK-approved safeguards (e.g. adequacy decisions or International Data Transfer Agreements).

7. Your rights under UK GDPR

You have the right to:

• Access your personal data
• Correct inaccurate or incomplete data
• Delete your data (right to be forgotten)
• Restrict processing
• Object to processing (including legitimate interests)
• Data portability
• Withdraw consent (where we rely on consent)
• Complain to the Information Commissioner’s Office (ico.org.uk)

To exercise any right, email privacy@accountsdirect.co. We aim to respond within one month, free of charge (unless requests are excessive).

8. Withdrawing consent or objecting

If you gave consent via the form checkbox, email privacy@accountsdirect.co to withdraw it at any time. Withdrawal does not affect processing done before you withdrew.

You can also object to legitimate-interest processing the same way.

9. Security

We use encryption, access controls, secure hosting and regular reviews to protect your data. However, no system is 100% secure – contact us immediately if you suspect a breach.

10. Changes to this policy

We may update this policy. Changes will be posted here with a new "Last updated" date. If changes are significant, we’ll notify you by email if we have your contact details.

11. Contact us

Questions or requests? Email: privacy@accountsdirect.co
Registered Office: 1 Lowry Plaza Digital World Centre, The Quays, Salford, Manchester, United Kingdom, M50 3UB

Thank you for choosing Accounts Direct.