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Privacy Policy

Effective Date:            1 January 2026
Last Updated:             1 January 2026

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1. Who We Are

Ace It Accountancy (“we”, “our”, “us”) provides accountancy and advisory services. We are committed to protecting your personal data and respecting your privacy.

  • Data Controller: Ace It Accountancy

  • Founder: Valerie Chan Quee Lin

  • Registered Office: 34 Beclands Road, London, SW17 9TJ

  • Contact Email: VChan@aceitaccountancy.co.uk

  • Phone: 02086823122

 

2. What Information We Collect

We may collect:

  • Identity Data: Name, date of birth, National Insurance number, Unique Taxpayer Reference number (UTR), passport or driving licence details.

  • Contact Data: Email address, phone number, postal address.

  • Financial Data: Bank details, invoices, payroll information, tax records.

  • Business Data: Company registration details, VAT numbers.

  • Technical Data: IP address, browser type, website usage data.

  • Communication Data: Emails, calls, and correspondence with us.

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3. How We Collect Your Data

  • Directly from you (forms, calls, emails).

  • Through our website (cookies, analytics).

  • From third parties (HMRC, Companies House, payroll providers).

 

4. Why We Use Your Data

We process your data to:

  • Deliver accountancy and tax services.

  • Comply with legal and regulatory obligations.

  • Communicate with you and manage our relationship.

  • Maintain internal records and billing.

 

5. Legal Basis for Processing

We rely on:

  • Contractual necessity (to provide services).

  • Legal obligation (tax and compliance requirements).

  • Legitimate interests (business operations).

  • Consent (for marketing, where applicable).

 

6. Sharing Your Data

We do not sell your data. We may share it with:

  • HMRC and regulatory bodies.

  • Secure service providers (e.g., payroll software, IT support).

 

7. Data Retention

We keep your data only as long as necessary to fulfil our obligations and comply with legal requirements (typically 6 years for financial records).

 

8. Your Rights

Under UK GDPR, you have the right to:

  • Access, correct, or delete your data.

  • Restrict or object to processing.

  • Request data portability.

  • Complain to the Information Commissioner’s Office (ICO).

 

9. Security

We use encryption, secure servers, and staff training to protect your data.

 

10. Cookie Policy

Our website uses cookies to:

  • Enhance functionality (remember preferences).

  • Analyse traffic (Google Analytics or similar tools).

  • Improve user experience.

 

You can manage or disable cookies through your browser settings. Please note that disabling cookies may affect site functionality.

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11. Contact Us

For privacy or cookie-related queries, or to exercise your rights:


Email: VChan@aceitaccountancy.co.uk
Phone: 02086823122

Address: 34 Beclands Road, London, SW17 9TJ

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