Privacy Policy

We may collect the following types of information:

• Personal Information: Name, email address, phone number, company name, and job title.
• Financial and Business Information: QuickBooks company files, financial data, transaction details, and other accounting-related information you provide during consultations or service engagements.
• Technical Information: IP address, browser type, operating system, device information, and usage data collected through cookies and similar technologies.
• Communication Data: Information you provide when you contact us via email, phone, form submissions, or during support sessions (including screen-sharing sessions).

We collect information in the following ways:

• Directly from you when you fill out forms, book a consultation, or communicate with us.
• Automatically through your use of the Site (via cookies and analytics tools).
• From third parties, such as when you authorise us to access your QuickBooks or other accounting software during service delivery.

We use the information we collect to:

• Provide, operate, and maintain our Services.
• Process and deliver consultations, troubleshooting, migrations, integrations, and training.
• Communicate with you about your engagement, appointments, and service updates.
• Improve our website, services, and customer experience.
• Comply with legal and regulatory obligations.
• Protect against fraud, security threats, and unauthorised access.

Where the UK General Data Protection Regulation (UK GDPR) applies, we process your personal data on the following legal bases:

• Performance of a contract (when we provide Services to you).
• Legitimate interests (improving our services and website).
• Compliance with legal obligations.
• Your consent (where required, such as for marketing communications).

We do not sell your personal information. We may share your information with:

• Trusted service providers who assist us in operating our business (e.g., secure file transfer tools, payment processors, or hosting providers), subject to confidentiality agreements.
• Professional advisors (such as lawyers or accountants) where necessary.
• Law enforcement or regulatory authorities when required by law.

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

We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. This includes encrypted file transfers, secure screen-sharing tools, restricted access systems, and regular security reviews.

While we take reasonable steps to protect your information, no method of transmission over the internet or electronic storage is 100% secure.

We retain your personal data only for as long as necessary to fulfil the purposes outlined in this Privacy Policy, including:

• The duration of your service engagement.
• Compliance with legal, tax, and accounting record-keeping requirements.
• Resolving disputes and enforcing our agreements.

When your data is no longer required, we will securely delete or anonymise it.

You have the following rights regarding your personal data:

• Right to access the personal data we hold about you.
• Right to request correction of inaccurate data.
• Right to request deletion of your data (“right to be forgotten”).
• Right to restrict or object to processing.
• Right to data portability.
• Right to withdraw consent at any time (where processing is based on consent).

To exercise any of these rights, please contact us using the details below.

We use cookies and similar technologies to enhance your experience on our Site, analyse usage, and improve our services. You can manage your cookie preferences through your browser settings.

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party sites you visit.

If we transfer your personal data outside the UK, we will ensure appropriate safeguards are in place in accordance with UK GDPR requirements.

We may update this Privacy Policy from time to time. The “Last updated” date at the bottom of this page indicates when the latest changes were made. We encourage you to review this Privacy Policy periodically.

If you have any questions about this Privacy Policy or wish to exercise your data protection rights, please contact us: