Privacy Policy — Accountingwell

Accountingwell takes your privacy seriously. This Privacy Policy explains how we collect, use, store, and protect information about you when you visit our website or use our bookkeeping services. We've written it to be as clear and straightforward as we can manage.

By using this website, you agree to the practices described here. If you have questions about anything in this document, please reach out — we're happy to explain.

1. What we collect and why

Information you provide directly

— Name and email address submitted through our contact form
— Business information shared in the course of a conversation or engagement
— Financial records and documents shared for bookkeeping purposes
— Any correspondence sent to us via email or other channels

Information collected automatically

— Browser type, device type, and operating system
— IP address and approximate geographic location
— Pages visited, time spent, and navigation patterns
— Referring website or search query that brought you here

Legal basis for processing

We process your data where we have your consent, where it is necessary to fulfil a service agreement, where we have a legitimate business interest, or where we are required to by law.

2. How we use your information

— To respond to enquiries and communicate about our services
— To deliver bookkeeping work as agreed
— To understand how our website is used and improve it over time
— To comply with legal obligations and prevent fraud
— To send service-related communications (never unsolicited marketing)

We do not sell your data. We do not share personal data with third parties for their own marketing purposes. Period.

3. Third-party sharing

We may share data with trusted third parties who assist in running our business, including analytics providers, cloud storage services, and bookkeeping platforms. These providers are required to keep your data confidential and may only use it for the purposes we've instructed.

If you have consented to analytics or advertising cookies, some browsing data may be processed by services such as Google Analytics in accordance with their own privacy policies. You can manage these preferences on our Cookie Policy page.

4. Data retention

We retain personal data only for as long as needed to fulfil the purpose it was collected for, or as required by law. Contact enquiry data is typically retained for up to 24 months. Bookkeeping records may be retained longer where required by tax or financial regulations in your jurisdiction.

Once data is no longer needed, it is securely deleted or anonymised.

5. How we protect your data

— All data transfers use TLS/HTTPS encryption
— Access to client data is restricted to authorised personnel only
— Shared documents and records are stored on secure, access-controlled platforms
— In the event of a data breach affecting your personal data, we will notify you in accordance with applicable law

6. Your rights

Access: You can request a copy of the personal data we hold about you.

Rectification: If any information is inaccurate, you can ask us to correct it.

Erasure: You may request deletion of your personal data where we no longer have a legal reason to keep it.

Portability: In some circumstances you can request a machine-readable copy of your data.

Objection: You can object to certain types of processing, including direct marketing (which we don't do).

Withdraw consent: Where processing is based on consent, you can withdraw it at any time without affecting the lawfulness of prior processing.

To exercise any of these rights, contact us through our Contact page.

Your Rights and Opt-Out Instructions

You are not required to provide any personal information when using this website. If you prefer not to share your data, you may:

— Avoid filling out contact forms, account registrations, or any data-submitting features.
— Disable cookies through your browser settings (see our Cookie Policy for more details).
— Contact us directly to request the deletion of any previously shared personal data.

We respect your privacy choices. If you would like us to delete your data, please reach out to us through our Contact page. We will process your request promptly.

7. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we'll revise the "last updated" date at the top of this page. Significant changes will be communicated more prominently. Continued use of the website after changes constitutes acceptance of the revised policy.