Accrual Intentions Accountants (“we”, “our”, “us”) is committed to protecting the privacy and confidentiality of personal data entrusted to us. This Privacy Policy explains how we collect, use, store, and protect your information, in compliance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and other applicable laws.

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1. Who We Are

We are Accrual Intentions Accountants, a UK-based accountancy firm making use of human expertise and secure AI tools to deliver accounting and advisory services. For data protection purposes, we act as the “Data Controller” when handling your personal data.

 

2. Information We Collect

We may collect the following categories of personal data:

• Identity Data: Name, title, date of birth, identification numbers.

• Contact Data: Address, email, phone number.

• Financial Data: Bank details, tax information, accounting records.

• Business Data: Company registration details, contracts, transaction history.

• Usage Data: How you interact with our website and client portals.

• Special Category Data: Only where necessary, e.g. health data for payroll processing (with explicit consent).

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3. How We Use Your Information

We process your personal data only when there is a lawful basis, such as:

• Contractual necessity: To provide accountancy, audit, and advisory services.

• Legal obligation: To comply with HMRC, AML, and other regulatory requirements.

• Legitimate interests: To improve our services and ensure system security.

• Consent: Where you have explicitly given it, e.g. for marketing communications.

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4. Sharing Your Information

We only share your data with trusted third parties where necessary:

• HMRC, Companies House, and other regulators.

• Software providers (e.g., Xero, Dext, AirManual) under secure contracts.

• Professional advisers (lawyers, auditors, insurers).

• Subcontractors or partners who support our services, bound by confidentiality agreements.

• We do not sell or trade your personal data.

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5. International Transfers

Where data is transferred outside the UK/EEA (e.g., via cloud providers), we ensure adequate safeguards are in place, such as Standard Contractual Clauses or UK adequacy decisions.

 

6. Data Retention

We retain personal data only as long as necessary:

• Typically, 7 years for financial and tax records (as required by law).

• Longer where legal or regulatory obligations require.

• Data is securely destroyed when no longer needed.

 

7. Your Rights

Under data protection law, you have the right to:

• Access your data.

• Rectify inaccurate information.

• Request erasure (“right to be forgotten”).

• Restrict or object to processing.

• Data portability (where applicable).

• Withdraw consent at any time.

To exercise your rights, contact us using the details below.

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8. Security Measures

We employ strong safeguards, including:

• Encryption in transit and at rest.

• Multi-factor authentication.

• Regular security audits.

• Role-based access controls.

• Staff training on data protection.

 

9. Cookies & Website Tracking

Our website uses cookies to improve functionality and enhance your experience. Cookies are small text files placed on your device when you visit our site.

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Types of cookies we use:

• Strictly necessary cookies – Required for the website to function (e.g., security, log-in, and navigation). These cannot be switched off.

• Analytics cookies – Help us understand how visitors use our website (e.g., pages visited, time spent). Data is anonymised and used only to improve performance.

• Preference cookies (where used) – Remember your choices (e.g., cookie banner settings).

 

Managing cookies:

You can control or disable cookies at any time via your browser settings. Please note: disabling essential cookies may impact site functionality.

 

For more information about cookies, visit www.allaboutcookies.org

 

10. Contact Us

For privacy queries, please contact: alexis (dot) kingsbury (at) airmanual (dot) co
.