Privacy Policy
1. Introduction
This Privacy Policy explains how Intelligent Accountants (“we”, “us”, “our”) collects, uses, and protects your personal data.
Intelligent Accountants is a trading name of ASJ Financial Accounting Services Ltd, a company registered in England and Wales.
We are committed to protecting your personal data and complying with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
By using our website and services, you agree to the collection and use of information in accordance with this policy.
2. Data Controller
For the purposes of data protection law, the data controller is:
ASJ Financial Accounting Services Ltd
Trading as Intelligent Accountants
If you have any questions, you can contact us at:
support@intelligentaccountants.co.uk
3. Information We Collect
We collect and process the following types of personal data:
3.1 Identity and Contact Data
- Full name
- Email address
- Phone number (if provided)
- Address
3.2 Financial and Tax Information
- Income details
- Expense information
- Business financial data
- Tax-related documents
- National Insurance number and/or UTR (where required)
3.3 Account Data
- Login credentials
- Account activity
- Messages sent via the platform
3.4 Technical Data
- IP address
- Browser type and version
- Device information
- Time zone settings
3.5 Usage Data
- Pages visited
- Time spent on site
- Interaction with platform features
3.6 Marketing and Communications Data
- Preferences for receiving communications
- Responses to emails or updates
4. How We Collect Your Data
We collect data through:
- Direct input (forms, account registration, document uploads)
- Communication via email or platform messaging
- Automated technologies (cookies, analytics tools such as Google Analytics)
- Payment processing via Stripe
5. How We Use Your Data
We use your personal data for the following purposes:
5.1 Service Delivery
- Preparing your tax returns
- Submitting returns to HMRC
- Managing your account
5.2 Communication
- Responding to queries
- Requesting additional information
- Providing service updates
5.3 Legal and Regulatory Compliance
- Meeting HMRC requirements
- Maintaining records required by law
5.4 Platform Improvement
- Analysing user behaviour
- Improving functionality and performance
5.5 Security
- Preventing fraud
- Protecting accounts and data
5.6 Marketing (where applicable)
- Sending relevant updates and reminders
- Providing tax-related information
You can opt out of marketing communications at any time.
6. Legal Basis for Processing
We process your data under the following lawful bases:
- Contractual necessity – to provide the services you have purchased
- Legal obligation – to comply with HMRC and other regulatory requirements
- Legitimate interests – to improve our services and maintain security
- Consent – where required (e.g. cookies, marketing)
7. Sharing Your Data
We may share your personal data with:
7.1 HMRC
For the purpose of submitting your tax returns.
7.2 Payment Providers
We use Stripe to process payments securely. Stripe may collect and process your payment data in accordance with their own privacy policy.
7.3 Service Providers
Including:
- Hosting providers
- Cloud infrastructure services
- Analytics providers (e.g. Google Analytics)
7.4 Professional Advisors
Where required (e.g. legal or compliance purposes)
We do not sell your personal data.
8. International Data Transfers
Some of our service providers (e.g. Google, Stripe) may process data outside the UK.
Where this occurs, we ensure appropriate safeguards are in place, such as:
- Standard contractual clauses
- Adequacy decisions
9. Data Security
We implement appropriate technical and organisational measures to protect your data, including:
- Encryption
- Secure servers
- Access controls
- Regular monitoring
Despite these measures, no system is completely secure, and we cannot guarantee absolute security.
10. Data Retention
We retain your personal data only for as long as necessary to:
- Provide our services
- Meet legal obligations (including HMRC requirements)
- Resolve disputes
Retention periods may vary depending on the type of data.
11. Your Rights
Under UK GDPR, you have the right to:
- Access your personal data
- Request correction of inaccurate data
- Request deletion of your data (where applicable)
- Restrict processing
- Object to processing
- Request data portability
To exercise your rights, contact us at:
support@intelligentaccountants.co.uk.
12. Cookies and Tracking
We use cookies and similar technologies to:
- Ensure the website functions correctly
- Analyse user behaviour
- Improve performance
We use Google Analytics to understand how users interact with our website.
You can control cookie preferences via our cookie banner or browser settings.
For more details, please see our Cookie Policy.
13. Third-Party Links
Our website may contain links to third-party websites.
We are not responsible for their privacy practices.
14. Changes to This Policy
We may update this Privacy Policy from time to time.
Changes will be posted on this page with an updated effective date.
15. Contact Us
If you have any questions about this Privacy Policy or your data, please contact: