Privacy Policy

1. Who We Are

Self Assessment Accountants Harrow (“we”, “us”, “our”) operates the website at https://www.selfassessmentaccountantharrow.co.uk. We are a referral and matching service that connects individuals and businesses in Harrow and North West London with qualified, independently vetted accountants.

We are the data controller for the personal information you provide to us through this website. If you have questions about this policy or how we handle your data, please contact us at: privacy@selfassessmentaccountantharrow.co.uk

2. What Data We Collect

When you submit an enquiry through our website, we collect the following personal data:

• Identity data: your full name
• Contact data: your email address and telephone number
• Location data: your town, area, or postcode
• Service data: the type of accountancy service you are enquiring about (e.g., Self Assessment, rental income tax, capital gains)
• Technical data: your IP address, browser type, device type, and the pages you visited on our site (collected automatically via cookies — see Section 8)
• Usage data: information about how you interact with our website

We do not collect sensitive financial data such as your National Insurance number, UTR (Unique Taxpayer Reference), income figures, or bank account details through our website forms. Any such information would be shared directly between you and the accountant you choose to engage.

3. How We Use Your Data

We use your personal data for the following purposes, each with a lawful basis under UK GDPR:

• To match you with accountants (Contract / Legitimate Interests): We share your name, contact details, location, and service requirement with up to three accountants in our network who are best suited to your enquiry. This is the core service you requested.
• To respond to your enquiry (Legitimate Interests): We may contact you by phone or email to confirm your enquiry details or provide updates on your match.
• To improve our service (Legitimate Interests): We analyse aggregated, anonymised usage data to understand which pages and services are most used, and to improve our matching process.
• To comply with legal obligations (Legal Obligation): We may retain records of enquiries as required by applicable UK law.
• Marketing (Consent): We will only send you marketing emails if you have explicitly opted in. You can withdraw consent at any time by clicking “unsubscribe” in any email or contacting us directly.

4. Who We Share Your Data With

We share your personal data with the following categories of recipients:

• Network accountants: We share your enquiry details with up to three qualified accountants in our Harrow network who match your requirements. Each accountant operates as an independent data controller once they receive your details and their own privacy policies will apply to any ongoing engagement.
• Service providers: We use Google (Google Sheets / Google Workspace) to store and manage enquiry submissions. Google acts as a data processor on our behalf under appropriate data processing agreements. Your data is stored on EU/UK servers where applicable.
• Analytics providers: We use Google Analytics 4 to understand website traffic. This involves transferring anonymised usage data to Google. You can opt out of Google Analytics tracking via your browser settings or by using the Google Analytics Opt-out Browser Add-on.

We do not sell, rent, or trade your personal data to any third party for their own marketing purposes. We do not share your data with data brokers or lead aggregators.

5. How Long We Keep Your Data

• Enquiry data (name, email, phone, service request): retained for 12 months from the date of submission, then securely deleted.
• Analytics data: retained by Google Analytics for 14 months in accordance with our configuration settings.
• Legal/compliance records: retained for as long as required by applicable UK law, up to 6 years.

6. Your Rights Under UK GDPR

As a data subject, you have the following rights:

• Right of access: You can request a copy of all personal data we hold about you.
• Right to rectification: You can ask us to correct any inaccurate or incomplete data.
• Right to erasure (‘right to be forgotten’): You can ask us to delete your personal data, subject to certain legal exceptions.
• Right to restriction: You can ask us to restrict processing of your data in certain circumstances.
• Right to data portability: You can request your data in a structured, machine-readable format.
• Right to object: You can object to processing based on legitimate interests, including direct marketing.
• Rights related to automated decision-making: We do not make any decisions about you using solely automated processing.

To exercise any of these rights, contact us at privacy@selfassessmentaccountantharrow.co.uk. We will respond within 30 days. If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at ico.org.uk or by calling 0303 123 1113.

7. Data Security

We implement appropriate technical and organisational security measures to protect your personal data against unauthorised access, loss, or disclosure. These include encrypted data transmission (HTTPS), restricted access to enquiry data, and regular review of our data handling processes.

No internet transmission is completely secure. While we take all reasonable steps to protect your data, we cannot guarantee absolute security of data transmitted to our website.

8. Cookies

Our website uses the following categories of cookies:

• Strictly necessary cookies: Required for the website to function. These cannot be disabled.
• Analytics cookies: Google Analytics cookies (_ga, _gid, _gat) that help us understand how visitors use our site. These are set only with your consent where required by law.

You can control and delete cookies via your browser settings. Disabling analytics cookies will not affect your ability to use the site.

9. International Data Transfers

Some of our service providers (including Google) may process data outside the UK. Where this occurs, we ensure appropriate safeguards are in place, including Standard Contractual Clauses (SCCs) approved by the UK ICO, to ensure your data receives equivalent protection.

10. Children’s Privacy

Our service is intended for adults. We do not knowingly collect personal data from anyone under the age of 18. If you believe a minor has submitted data through our site, please contact us immediately and we will delete it.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date at the top of this page will always reflect the most recent version. Significant changes will be communicated via a notice on our website.

12. Contact Us

For any questions, requests, or complaints regarding this Privacy Policy or our data handling practices, please contact: