Privacy Policy

Privacy Policy Overview

BEE ACCOUNTANTS LTD ("we", "us", or "our") is committed to protecting the privacy and confidentiality of our clients, prospects, website visitors, and any other individuals whose personal data we process. This Privacy Policy explains how we handle personal information when you interact with our website at https://bee-accountants.site/ or use our bookkeeping and accounting services.

We process personal data in accordance with applicable data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. Our registered address is 3 Ripon Road, Nunthorpe, Middlesbrough, England, TS7 0HX.

This page covers how we collect information, the purposes for which we use it, the legal bases we rely on, with whom we may share it, how long we keep it, and the rights and choices available to you.

Information We Collect

We collect and process different types of personal and business information depending on how you engage with us. This may include:

Information you provide directly

• Contact details: such as your name, job title, business name, postal address, email address, and telephone number when you contact us or complete an inquiry form.
• Business and financial details: information relevant to your bookkeeping and accounting needs, including financial records, invoices, receipts, bank statements, ledgers, payroll information, VAT information, and tax-related data that you share with us.
• Engagement information: details relating to the services you request from us, instructions you give, and any correspondence exchanged during the course of our relationship.
• Form submissions: information submitted through our website forms, such as inquiry messages, preferred contact method, and any other information you choose to share.

Information we collect automatically

• Technical data: such as your IP address, browser type and version, device identifiers, time zone setting, operating system, and information about how you use our website.
• Usage data: information about your visit to our website, including the pages you view, the links you click, the referring/exit pages, and the length of your visit. This may be collected using cookies and similar technologies described below.

Information from third parties

Where appropriate and lawful, we may receive information about you from third parties, for example:

• Professional advisors or other service providers connected to your business.
• Regulatory bodies or tax authorities, where this is necessary for our services.
• Publicly available sources such as Companies House or other business registries.

How We Use Your Information

We use the personal and business information we collect for the following purposes:

• Providing bookkeeping and accounting services: to deliver the services you have requested from us, including financial record management, transaction tracking, payroll support, tax preparation assistance, VAT handling, and general business accounting services.
• Client onboarding and relationship management: to assess your requirements, set up and manage your account, communicate about your projects, and maintain our ongoing professional relationship.
• Communication: to respond to inquiries, send service updates, discuss your financial records, deliver reports, and provide information relevant to your engagement with us.
• Regulatory compliance: to meet our obligations under applicable laws and regulations, including tax, anti-money laundering, and recordkeeping requirements, and to respond to lawful requests from public authorities.
• Service improvement and website optimisation: to analyse how our website and services are used so that we can improve functionality, user experience, and the information we provide.
• Business administration: to manage our internal operations, such as accounting, auditing, and governance.

We rely on various lawful bases for processing your personal data, including the performance of a contract, compliance with legal obligations, and our legitimate interests in operating and improving our business. Where required, we may also rely on your consent, which you can withdraw at any time.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and help us understand how visitors use the site.

What are cookies?

Cookies are small text files that are placed on your device when you visit a website. They are widely used to make websites work, improve efficiency, and provide information to site owners.

How we use cookies

• Essential cookies: to enable core site features such as navigation and access to secure areas. These cookies are necessary for the website to function properly.
• Performance and analytics cookies: to help us understand how visitors interact with our website, for example which pages are visited most often and whether users encounter errors. This information is aggregated and used to improve site performance and content.

Your cookie choices

You can control and manage cookies through your browser settings. Most browsers allow you to refuse cookies or alert you when cookies are being sent. If you disable certain cookies, parts of our website may not function as intended, but you will still be able to access essential information about our services.

Data Sharing and Disclosure

We treat your information with care and confidentiality. We do not sell your personal data to third parties. We may share your data only in the following circumstances:

• Service providers: with trusted third-party providers who support the operation of our business (for example, IT hosting, software tools, secure document storage, or communication services). These providers are engaged under contracts that require them to protect your data and use it only in accordance with our instructions.
• Professional and legal advisers: with solicitors, auditors, or other professional advisers where this is necessary to obtain advice or meet our legal obligations.
• Regulators and public authorities: where we are legally required to do so, for example to comply with tax, anti-money laundering, or other regulatory requirements, or to respond to lawful requests by public authorities.
• Business transfers: in the event of a business reorganisation, merger, or similar corporate transaction, where permitted by law and subject to appropriate safeguards.

Whenever we share your data with third parties, we take steps to ensure that the recipients protect your information and use it only for the intended purposes.

Data Security and Storage

We take data security seriously and implement appropriate technical and organisational measures to safeguard your personal and business information against unauthorised access, loss, misuse, or alteration.

These measures may include:

• Using secure servers and reputable service providers for data hosting and backup.
• Employing encryption technologies where appropriate to protect data in transit.
• Restricting access to personal data to authorised personnel who need it for their role and are subject to confidentiality obligations.
• Maintaining internal policies and procedures for information security and data protection.

We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, including meeting legal, accounting, or reporting requirements. The specific retention period can vary depending on the type of information and applicable regulations. When data is no longer needed, we aim to securely delete or anonymise it.

Your Rights and Choices

Under applicable data protection laws, you may have certain rights in relation to your personal data. Subject to conditions and exemptions, these may include the right to:

• Access the personal data we hold about you and obtain a copy.
• Rectification of inaccurate or incomplete personal data.
• Erasure of your personal data, where there is no longer a valid reason for us to keep it.
• Restriction of our processing of your personal data in certain circumstances.
• Object to processing based on our legitimate interests, where applicable.
• Data portability, where relevant, to receive certain personal data in a structured, commonly used, and machine-readable format.
• Withdraw consent where we rely on your consent for processing, without affecting the lawfulness of processing carried out before withdrawal.

To exercise any of these rights, please contact us using the details in the section below. We may need to verify your identity before responding to your request and will aim to respond within the timeframes required by law.

If you have concerns about how we handle your personal data, we encourage you to contact us first so we can address them. You also have the right to lodge a complaint with the UK Information Commissioner's Office (ICO) or another relevant supervisory authority.

Contacting Us About Privacy

If you have any questions about this Privacy Policy, our data protection practices, or would like to exercise your rights, you can contact BEE ACCOUNTANTS LTD using the details below:

When contacting us about your personal data, please provide enough information for us to identify you and respond to your query efficiently. We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any updates will be posted on this page with an updated revision date.