When you use our financial reporting services, we collect several types of information to provide you with the best possible experience and ensure compliance with UK financial regulations.

Personal Information

• Your name, email address, and contact details when you register for our services
• Business information including company name, registration details, and VAT numbers
• Financial data you upload or input into our reporting platform
• Payment information processed through our secure payment partners
• Communication records when you contact our support team

Technical Information

We automatically collect certain technical data to improve our services and ensure security. This includes your IP address, browser type, device information, and usage patterns on our platform. We also use cookies and similar technologies to enhance your experience and remember your preferences.

Your information helps us deliver reliable financial reporting services and maintain the high standards our clients expect. We're transparent about how we use your data.

• Service delivery: Processing your financial data to generate accurate reports and analytics
• Account management: Managing your subscription, billing, and providing customer support
• Platform improvement: Analysing usage patterns to enhance our features and user experience
• Legal compliance: Meeting our obligations under UK financial services regulations
• Security: Protecting your account and detecting fraudulent activity
• Communication: Sending important updates about your account and our services

We never sell your personal information to third parties. Your financial data remains confidential and is only used for the purposes you've agreed to when using our platform.

Protecting your financial information is our top priority. We use industry-leading security measures to keep your data safe and secure.

Security Measures

• End-to-end encryption for all data transmission and storage
• Regular security audits and penetration testing
• Multi-factor authentication for account access
• Secure data centres with 24/7 monitoring
• Regular backups and disaster recovery procedures

Data Retention

We keep your information only as long as necessary to provide our services and comply with legal requirements. Financial reporting data is typically retained for seven years in accordance with UK tax regulations, though you can request earlier deletion in certain circumstances.

As a UK-based service, we comply with the Data Protection Act 2018 and UK GDPR. You have several important rights regarding your personal data.

• Right to access: Request copies of your personal data we hold
• Right to rectification: Correct any inaccurate or incomplete information
• Right to erasure: Request deletion of your personal data in certain circumstances
• Right to restrict processing: Limit how we use your data temporarily
• Right to data portability: Receive your data in a machine-readable format
• Right to object: Stop us processing your data for certain purposes

To exercise any of these rights, contact our Data Protection Officer at the details provided below. We'll respond to your request within one month and won't charge a fee unless your request is particularly complex.

We work with trusted partners to deliver our services, but we're careful about who we share your information with and why.

Service Providers

We share limited information with third-party providers who help us operate our platform, including cloud hosting services, payment processors, and email communication tools. All these partners are required to protect your data according to strict contractual terms.

Legal Requirements

We may disclose your information if required by law, court order, or regulatory request. This might include sharing information with HMRC, the Financial Conduct Authority, or other UK regulatory bodies when legally obligated to do so.

International Transfers

While we primarily store data within the UK and EU, some of our service providers may process data internationally. When this happens, we ensure adequate safeguards are in place through standard contractual clauses or other approved transfer mechanisms.

We use cookies and similar technologies to improve your experience on our platform. Here's what you need to know about our cookie practices.

• Essential cookies: Required for basic platform functionality and security
• Performance cookies: Help us understand how you use our platform
• Functional cookies: Remember your preferences and settings
• Marketing cookies: Used only with your consent for relevant communications

You can control cookie settings through your browser preferences, though disabling essential cookies may affect platform functionality. We don't use third-party advertising cookies or sell your browsing data to advertisers.