Tax Digital’s Privacy Policy

Privacy Policy purpose and how it applies.

Your right to privacy and control over your personal data (data) are respected by us. We will always secure your data and be upfront about what information we collect from you and why. Your data is not sold to third parties, and it never will be.

  • When doing so is required to further our (or another party’s) legitimate business interests, and when your interests and basic rights do not outweigh those interests
  • Where we must carry out the service agreement with you that we are about to enter into or have already agreed into
  • where we must adhere to a legal or regulatory requirement.

This Privacy Statement (the “Policy”) describes the information we may get about you directly or indirectly, as well as its purposes and methods of use. It outlines how we safeguard your information, the choices you have regarding the information we gather, and how you can manage these choices.

Please carefully read this Policy.

Types of information We collect, Why and How

Only the personal information about you that we deem necessary for the context and purposes for which it is provided will be collected by us.

We may also obtain personal information about another individual from you if you utilize our services on their behalf. If you give us personal information about another person, you must make sure that you have their consent to do so and that we may collect, use, and disclose that information without taking any additional steps that may be required by applicable data protection or privacy laws. Therefore, you must take reasonable steps to ensure that the third party in question is aware of and agrees to the various matters detailed in this Policy, including: the fact that their personal data is being collected; the purposes for which that data is being collected; the intended recipients of that data; and the manner in which the third party will be contacted.

You might be asked for information when:

  • studying accounting smart
  • buying something or asking questions about it
  • creating a business
  • Choosing to use Our services
  • Using our offerings
  • promoting Accounting Wise to other companies

Learning about Tax Digital

You can visit our website or landing pages, talk to one of our advisors, utilize our calculators, or download one of our manuals to learn more about Tax digital. You may voluntarily share personal information about yourself at these times.

We collect: The type of personal information collected may include full name; phone numbers; email addresses; business type; income; usage data and statistics; connection data; other unique identifiers such as IP addresses or device IDs, marketing and advertising responses and preferences.

Why? So that you can be sure you find the information you need and so that we can give you advice on our goods and services. to respond to your inquiry, give you service discounts, grant you access to business manuals, discuss industry news, and provide company updates. Your IP address also aids in our comprehension of geographic data about visitors to our website.

How: Information is gathered using online forms, surveys, emails, phone calls, live chat, or in-person meetings.

Purchasing, or Enquiring about Our Services

Depending on the sort of service you buy from us, you might be required to share information with us in order for us to give you a price, answer your question, choose the product that’s ideal for you, and complete the transaction.

We gather: The kinds of personal information that may be gathered include full name, home or business postal address, phone number, email address, payment information, business type, usage data and statistics, connection data, and other unique identifiers like IP addresses or device IDs, marketing and advertising responses and preferences, purchase inquiry and history, and provided products, services, or content.

Why: In order to fulfill our duties to deliver or perform the services you have hired us to do. to provide you a price, create your policy documentation, finish the transaction, and follow up on your order or inquiry.

We do not keep any card payment information on file and only utilize payment information in relation to actual purchases.

How: Information is gathered by phone, live chat, email, and online forms.

Forming a Ltd company

You will be required to supply information about yourself, the limited company you wish to form, and any linked third parties, such as extra directors or shareholders, if any, if you have asked us to form a limited company on your behalf. You must provide this information in order for your business to register with Companies House.

We gather: Full name, home or business address, phone number, email address, registered office or service address, date of birth, title, nationality, company details, including share split and person of significant control, authentication data, such as passport number or national insurance number, place of birth, payment card information, usage data and statistics, connection data, and other unique identifiers like a digital fingerprint.

Why: To make sure the company is properly constituted with the relevant company officials and company details and to check the availability of the company name. to observe legal and regulatory requirements, which includes deterring criminality. To give you the appropriate advice, respond to your inquiries, and finish the transaction.

How: Information is gathered by phone, live chat, email, and online forms.

Subscribing to Our services

You might be asked for information about you and/or your business if you sign up for one of our accounting services. Depending on the sort of service you’re subscribing to, different details will be needed. Additionally, you can be asked for details on other people, such as additional employees, directors, or shareholders. In order to get information like professional clearance or assignment schedules, we could also ask for your consent to contact outside third parties.

We gather: Full name, home or business address, registered office address, business name or type, phone number, email address, job title, date of birth, place of birth, title, nationality, marital status, national insurance number, tax codes, HMRC UTR numbers, government-issued identification, including passport numbers, sanction and watch list data, information about any other business involvement, including shareholding, and payment information are examples of the types of personal information that may be collected.

Why: In order to confirm your identification and avoid crime, as well as to comply with laws and regulations. To fulfill our responsibilities to deliver or perform the services you’ve hired us to do. to properly configure your payroll/accounting software and to offer the appropriate guidance and assistance. analysis for managerial and promotional goals.

How: Information is gathered using phone, mail, email, live chat, internet forms, and surveys.

Using our accounting services

You might be required to give more details during the course of your interaction with us and to keep us updated on any changes to your personal or company situations. Additionally, you could need additional services or goods.

We gather: Changes in marital status, address changes for your home or place of business, other sources of income, investment activities, changes to your company’s organizational structure, including officer changes, usage data and statistics, connection data, and other unique identifiers like IP addresses or device IDs, as well as preferences for marketing and advertising, are examples of the types of personal information that may be collected.

Why: In order to fulfill our duties to deliver or perform the services you have hired us to do. Support you in managing your affairs, provide you the proper advice and assistance when you need it, make sure you continue to subscribe to the best service for you, let you know when our services change, and give you recommendations for other goods and services. for associated goals such maintaining and developing our client records, enhancing our services, troubleshooting, testing, data analysis, research, profiling, statistical, and survey objectives. Analysis performed for management, marketing, and statutory returns, as well as for compliance with laws and regulations and crime prevention.

How: Information is gathered by using online forms, surveys, email, live chat, phone calls, SMS text messages, or mail.

Recommending Accounting Wise to Other Businesses

We have a referral program that gives you the chance to get paid for referring people to use Our goods and services. We give you a link so that you can suggest other companies to us. Before submitting their information to us, you must ensure that your referrer has given you their express consent.

We gather: The kinds of personal data that may be gathered include complete name, company name, phone number, cell number, and email address.

Why: So that we can speak with your referral about our services.

How: Information is gathered by phone, live chat, email, and online forms.

How we use the data

We also uses the data we collect to provide you with our services and to communicate with you.

  • Providing, and enhancing our products and services
  • Compliance
  • Security, safety, and problem-solving
  • Business Operations
  • Marketing, advertising, and communication

Providing and enhancing our products and services

We use data to deliver and enhance our services as well as carry out crucial corporate functions. This include running, maintaining, and enhancing the functionality of our services, as well as creating new features, doing research, conducting tests, and offering customer assistance. We might also make anonymized, aggregated data available for reporting and survey purposes.


We use data to make sure we abide by applicable law and regulation. If you use our accounting services, we will also need to confirm your identification. As part of this verification,

(a) a thorough electoral roll check (this does not require your permission); and

(b) credit reference agencies placing a soft search footprint on your electronic file and your data being accessed by third parties for the specific purpose of anti-money laundering, credit assessment, ID verification, debt collection, asset reunification, tracing and fraud prevention.

Security, Safety, and Dispute Resolution

We use data to defend the security and safety of our services and our customers, to identify and stop fraud, to settle disputes, and to uphold our agreements.

Calls made and received by our advisory or support teams are recorded for monitoring and training reasons. We use this procedure to address problems and uphold our high standards of service.

Business Operations

We utilize data to conduct our business so that we can give you our services, profile our user base, and create anonymous aggregate analysis and business intelligence so that we can run our operations, defend our business, make wise decisions, and present you with performance reports.

Communication, Marketing and Advertising

We deliver and customize our messages with you using the data we collect.

For instance, to let you know about our services, encourage you to participate in a survey, or advise you of promotions, business activities, events, or updates to our services, we might contact you via email or another form of electronic communication.

You will also get service-related communications if you join, subscribe to, or buy one of our services. These will consist of policy, security, or software upgrades, as well as messages for system and service support.

In order to give you the items and information that are most pertinent to you, we also utilize cookies and similar technologies.

When we may share or disclose your data

We never sell the information we have on our customers, and we only share or reveal such information as allowed by our Policy.

With the following categories of third parties, we might disclose or exchange information.

Suppliers: In order to carry out tasks like website hosting, online product purchases, and email communications, we collaborate with a range of third-party vendors. In order to complete any transaction or deliver the goods or services you have requested, we may share your personal information as required. For the purposes outlined in this Policy, these vendors perform work on our behalf. To guarantee that data is secure, secured, and handled in accordance with this Policy, we place rigorous contractual responsibilities on our providers, and we will take all reasonable measures to uphold compliance with these duties.

Subcontractors: On occasion, we hire outside companies to handle specific aspects of our service delivery. We will always make sure that the proper legal framework is in place.

Legal/Regulatory Bodies: To the extent that we are required to cooperate with any competent legal or governmental authority or agency by any applicable legal or regulatory obligation, we shall do so in accordance with applicable law. Your personal information may be disclosed in this, and we won’t be held responsible for it. Please be aware that, depending on the situation, We might not be permitted to inform you that such third parties have requested or received your personal information.

Under Section 330 of the Proceeds of Crime Act 2002 we have a duty to report to the Serious Organised Crime Agency (SOCA) if we know, or have reasonable cause to suspect, that you or anyone connected with your business are or have been involved in money laundering. Failure on our part to make a report where we have knowledge, or reasonable grounds for suspicion, would constitute a criminal offence. We are obliged by law to undertake this reporting to SOCA, but are under no obligation to make you aware of this reporting. In fact, we may commit the criminal offence of “tipping off” under Section 333 of the Proceeds of Crime Act 2002 if we were to inform you that a report had been made. In consequence, neither Our principals nor staff may enter into any correspondence or discussions with you regarding such matters.

Other Parties: With whom a financial or business transaction, like a merger or the sale of an asset, may need to be completed.

How to access and control your data

You can review, edit or delete your personal data by contacting us by email; We will respond to any request to access or delete your personal data as soon as possible, but certainly within 14 days.

Communication, marketing and advertising preferences

You have the option to stop receiving certain of our direct communications.

You can stop receiving emails from us with promotional or marketing content by clicking the “unsubscribe” link in any email we send you and following the instructions. Once you unsubscribe, we will respect your decision and cease sending you emails. Your request may be processed in up to 14 days.

Please be aware that we will continue to communicate with you if you have joined, subscribed to, or purchased any of our services, regardless of your preferences, for service emails, software updates, policy updates, or other information about our services.

Cookies and Other Similar Technologies

We use cookies and related technologies, such as pixels, tags, and other identifiers, to help us tailor our marketing offerings, personalize our websites and services for you, remember your preferences, and understand how visitors use our websites and services.

By visiting our websites or using our services you agree that you are happy for us to set cookies and similar technologies for the purposes described in this Policy.


When you visit a website, a little data file known as a “cookie” is delivered to your computer’s cookie file. The cookie enables the website to recognize your browser when you return.

‘Persistent’ and’session’ cookies are the two types we utilize. Session cookies are transient and only exist on your device for as long as your browser is open before being erased. Until they are erased or expire, persistent cookies remain forever on your computer or mobile device.

We use the following types of cookies on our website:

Strictly necessary cookies. These cookies are essential for you to browse our websites and use the features.

Performance upped. These cookies collect information about how you use our websites. This data may be used to help optimise our website and make it easier for you to navigate.

Functional cookies. These cookies allow our websites to remember choices you make and personalise your experience. We may store your geographic location in a cookie for instance, to ensure that we show you the website relevant to your area.

Third Party cookies. Third party cookies are those placed by websites and/or parties other than us. These cookies may be used on our website to improve our products or services or to help us provide more relevant advertising. These cookies are subject to the respective privacy policies for these external services, for example, the Facebook Data Use Policy.

Analytics cookies. We use analytics cookies, like those offered by Google Analytics, to help us understand things like how long a visitor stays on our website, what pages they find most useful, and how they arrived. To learn more about Google Analytics and your data, visit this Google webpage.

How to control cookie settings

Most web browsers allow you to control cookies through their settings preferences, however if you limit the ability of websites to set cookies, you may impact your overall user experience.

You can learn about how to control cookie settings on popular web browsers, by visiting:

Google Chrome
Internet Explorer


In addition to cookies, we sometimes use small graphic images known as ‘pixels’ (also known as web beacons, clear GIFs, or pixel tags). We use pixels in our email, online chat and phone communications (if you have selected to receive such communications) to help us to understand how you interacted with our communication.

We also use third party pixels (such as those from Google, Facebook, and other advertising networks) to help us provide advertising that is relevant to your interests.

Other Identifiers

When you use our app, we collect a unique ad tracking identifier from your device (the Advertising Identifier or “IDFA” on iOS devices and the Google Ad ID or “AID” on Android devices) so that we can learn more about users of our app and provide the most relevant messaging and marketing. Although these identifiers are unique to your device, they do not contain any of your data such as name or email address.

How to control Identifier Settings

You can control how these identifiers are used, including the ability to reset them, through your device settings. Below you can learn about how to control cookie settings on the following popular device operating systems:

Apple iOS

Marketing and Advertising

We use several marketing tools in support of our advertising efforts.

In accordance with the Digital Advertising Alliance Principles, we may work with third party advertisers that use cookies and similar technologies to provide more relevant advertising about our services on our website and across the internet.

To provide this ‘interest-based advertising’, the parties combine non-personal data about your online activities acquired over time which helps cater advertising that we deliver to you.

Examples of this may include an Accounting Wise advertisement on a Facebook page, or a Google-owned page such as a search results page or YouTube, or on a site within Google’s advertising network. We do not share your data as part of this process.

If you have opted out of receiving communications from us, we will not use your email for interest-based advertising, although you may still be subject to certain interest based advertising depending upon your browser and device settings.

Where we store and process data

By submitting your personal data, you agree to its transfer, storing and processing.

Most personal data is stored electronically on servers or computer systems with controlled access and controlled environments.

Our servers are located within enterprise-grade hosting facilities that employ robust physical security controls to prevent physical access to the servers they house. These controls include monitoring, 24/7 surveillance and on-site security staff.

Other personal data may be kept in paper form within our office, if needed, although in the main copies are destroyed after they have been scanned into computer systems.

We will not transfer personal data outside of the European Economic Area (EEA) without complying with the provisions of the Data Protection Legislation in respect of such transfer.

How we secure your information

We are committed to protecting the security of your personal data. We use a variety of security technologies and procedures to help protect your personal data from unauthorised access, use or disclosure.

For example, any personal data transferred to us over the internet is protected with Secure Sockets Layer / Transport Layer Security (SSL/TLS) Encryption Certificate technology. This ensures that all personal data transferred is encrypted to prevent eavesdropping and tampering.

While no Service is completely secure, we take precautionary measures and have strict security standards to help prevent data loss, theft, misuse and unauthorised access, disclosure, alteration and destruction or other like incidents that might affect the security of your personal data.

These measures include encryption, password protection, anti-malware, firewalls, server authentication, user profiles, backup/disaster recovery systems, restriction of access to premises and computer systems, as well as use of relevant third party service providers to provide security.

We impose strict contractual obligations on suppliers, subcontractors and partners to ensure data is secure, protected and treated in accordance with this Policy and we will take all steps reasonably necessary to maintain compliance with these obligations.

However we cannot guarantee the security of your personal data while it is being transmitted to us if you don’t enter or import it from a secure environment or secure mobile device.

If you have any questions about the security of your data, you can contact us at

Our retention of your information

We retain personal data for as long as necessary to provide our services or for other essential purposes such as complying with our legal obligations, resolving disputes and enforcing our agreements. Because these needs can vary for different data types in the context of different services, actual retention periods can vary significantly.

For example, the default standard retention period for accounting records is six years plus current, otherwise known as six years + one. This is defined as six years after the last entry in a record followed by first review and/or destruction to be carried out in the additional current (+ one) accounting year.

If we need to alter, restrict processing of your data, or remove your data we will inform you.

Changes to our Policy

We may modify or update this Policy when necessary to reflect feedback and changes in our services. Visiting our website and/or using our services after any modification to this Policy will constitute your acceptance of such modification and updates. It is your responsibility to check this policy for any changes made.