Last Updated: August 30, 2026

1. Introduction

Welcome to Prime Accountax LTD. We respect your privacy and are committed to protecting your personal data. This privacy policy will inform you as to how we look after your personal data when you visit our website or use our accounting, tax, and advisory services. It also tells you about your privacy rights and how the law protects you.

Prime Accountax LTD is the data controller and is responsible for your personal data (collectively referred to as “we”, “us”, or “our” in this privacy policy).

2. The Data We Collect About You

Personal data, or personal information, means any information about an individual from which that person can be identified. We may collect, use, store, and transfer different kinds of personal data about you, which we have grouped together as follows:

• Identity Data: Includes first name, last name, username or similar identifier, marital status, title, date of birth, and gender.
• Contact Data: Includes billing address, residential address, email address, and telephone numbers.
• Financial Data: Includes bank account details, tax reference numbers (e.g., UTR, National Insurance number), payroll data, and historical financial records necessary for accounting and tax purposes.
• Transaction Data: Includes details about payments to and from you and other details of services you have purchased from us.
• Technical Data: Includes internet protocol (IP) address, browser type and version, time zone setting and location, browser plug-in types, operating system, and platform used to access this website.

3. How Is Your Personal Data Collected?

We use different methods to collect data from and about you, including through:

• Direct Interactions: You may give us your Identity, Contact, and Financial Data by filling in forms or by corresponding with us by post, phone, email, or otherwise. This includes data provided when you engage our accounting services or request a consultation.
• Third Parties or Publicly Available Sources: We may receive personal data about you from various third parties, such as HM Revenue & Customs (HMRC), Companies House, or cloud accounting software providers (e.g., Xero, QuickBooks) when authorized by you.

4. How We Use Your Personal Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

• Performance of a Contract: To register you as a new client, provide bookkeeping, tax planning, and business advisory services, and manage your accounts.
• Legal Obligation: To comply with a legal or regulatory obligation, such as Anti-Money Laundering (AML) checks and submitting data to HMRC.
• Legitimate Interests: For our legitimate interests (or those of a third party), ensuring our business runs smoothly, preventing fraud, and keeping our records updated.

5. Disclosures of Your Personal Data

We may have to share your personal data with the parties set out below for the purposes outlined in Section 4:

• Government Bodies: HM Revenue & Customs (HMRC), Companies House, and other regulatory authorities based in the UK.
• Service Providers: IT and system administration services, and cloud-based accounting software providers that process data on our behalf.
• Professional Advisers: Including lawyers, bankers, auditors, and insurers based in the UK who provide consultancy, banking, legal, insurance, and accounting services.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law.

6. Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors, and other third parties who have a business need to know. They will only process your personal data on our instructions, and they are subject to a duty of confidentiality.

7. Data Retention

How long will you use my personal data? We will only retain your personal data for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements. By law, we have to keep basic information about our clients (including Contact, Identity, Financial, and Transaction Data) for six years after they cease being clients for tax and legal purposes.

8. Your Legal Rights

Under certain circumstances, you have rights under data protection laws (UK GDPR) in relation to your personal data. These include the right to:

• Request access to your personal data.
• Request correction of the personal data that we hold about you.
• Request erasure of your personal data.
• Object to processing of your personal data.
• Request restriction of processing of your personal data.
• Request the transfer of your personal data to you or to a third party.
• Withdraw consent at any time where we are relying on consent to process your personal data.

9. Contact Us

If you have any questions about this privacy policy or our privacy practices, please contact us at:

Prime Accountax LTD

• Email Address: info@primeaccountax.uk
• Postal Address: Office25, Highfield House Business Centre, 1562 Stratford Road, B28 9HA
• Phone Number: 07774018441

You have the right to make a complaint at any time to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO, so please contact us in the first instance.