Privacy Policy

This privacy notice explains what to expect when MJH Bookkeeping Services collects and uses your personal information.

You have a legal right to access the personal information that we hold about you.

HOW WE COLLECT PERSONAL INFORMATION

MJH Bookkeeping Services collects personal information from you when you make the decision to become a client.

We will ask you for information using a combination of written letters, telephone calls and emails. We may also meet directly with you.

In addition, we may use the Royal Mail’s postcode finder to check the accuracy of the address we hold, and information made available publicly by Companies House and the GOV.UK website.

WHY WE COLLECT YOUR PERSONAL INFORMATION

We collect your personal information primarily to fulfil our contractual services to you and to comply with anti-money laundering regulations and any other legal requirements.

WHO WE SHARE YOUR INFORMATION WITH

HMRC
any third parties with whom you require or permit us to correspond
subcontractors
an alternate appointed by us in the event of incapacity or death
tax insurance providers
professional indemnity insurers
our professional body AAT (Association of Accounting Technicians) and/or the office of Professional Body Anti-Money Laundering Supervisors (OPBAS) in relation to practice assurance and/or the requirements of MLR 2017 (or any similar legislation)

If the law allows or requires us to do so, we may share your personal data with:

the police and law enforcement agencies
courts and tribunals
the Information Commissioner’s Office (“ICO”)

Where MJH Bookkeeping Services are approached by third parties to disclose information we will check with you directly and obtain your explicit approval before responding to any such requests. No data is passed on to third parties without consent from you.

MJH Bookkeeping Services does not sell or release data held in our practice management software to any third parties for any purpose.

THE INFORMATION WE COLLECT

Personal identifiers;

Full name, gender, date of birth
Contact details; Address(es), phone numbers and email addresses
Information about business activities

This information is required to verify your identity for legal/regulatory compliance and crime prevention. It is also necessary to hold the above information to fulfil our contractual obligations, and therefore this level of personal information is required for legitimate business reasons. We will not ask you for any personal information that is not required to fulfil our contractual services to you.

DEALING WITH INACCURACIES AND CORRECTIONS

MJH Bookkeeping Services would like to keep your personal data up to date and accurate. If you become aware of any errors or inaccuracies then please let us know by contacting us.

ONLINE SECURITY

Unfortunately, no data transmission over the internet or any other network can be guaranteed as 100% secure, but MJH Bookkeeping Services take appropriate steps to try to protect the security of your personal data.

HOW LONG WE KEEP YOUR DATA

The length of time personal data is kept to comply with legal or statutory obligations depends on the precise obligations MJH Bookkeeping Services are required to meet.

Our Professional Indemnity Insurance stipulates that information should be retained after you cease to be a client in case of an HMRC enquiry or any other such event that would cause the information to be needed.

CHANGES TO THIS PRIVACY NOTICE

MJH Bookkeeping Services will review this privacy notice regularly and may update it at any time, for example, in the event of changes in law or how we operate. If there are significant changes in the way we process your personal information, we will provide a prominent notice on our website and send you a notification.