Your Data, Privacy and Cookies
By visiting our website and using our services you are accepting our policies and practices.
Capitalised terms in this document shall have the same meaning as those used in our Primary Terms of Service unless stipulated otherwise.
We confirm that we will comply with the provisions of the Data Protection Act 1998 when processing personal data about you and your business. For the purpose of the Data Protection Act 1998 (‘the Act’) that data controller is Pro Accountancy.
If you have any questions or concerns regarding this policy, please contact us.
Personal Information We Collect From You and How We Use It
When completing a form on our website or at times during the course of your subscription with Pro Accountancy we ask you to provide information about your business, or the business you intend to form, along with any previous trading information. We may also request other personal details such as your marital status, date of birth, National Insurance No., telephone number, etc.
Information is collected and sent via online forms/surveys, email, over the phone, SMS text message or by post.
However, the Internet is not in itself a secure environment. Although we will do our best to protect your personal data, users should only enter, or import data within a secure environment. This means that your browser must support the encryption security used in connection with our service. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.
The information you provide allows us to:
- electronically verify your identity in order to comply with UK anti-money laundering and anti-terrorist funding regulations;
- carry out our obligations arising from any contracts entered into between you and us and to provide the services you have engaged us to undertake for you;
- offer specific support and guidance;
- provide further services;
- notify you about changes to our services;
- electronically contact you with information regarding Pro Accountancy’s promotions;
- electronically contact you with news of Pro Accountancy’s business activities;
- we may regularly contact you electronically with Pro Accountancy’s business advice content;
- if you have provided us with your phone number then we may call you to ascertain your interest or not in becoming a Pro Accountancy client;
The information we collect about you allows us to:
- make suggestions and recommendations to you about other goods or services that may interest you
- administer our site and for internal operations, including troubleshooting, data analysis, testing, research, statistical and survey purposes
- improve our site to ensure that content is presented in the most effective manner for you and for your computer
By using the Services, you agree that Pro Accountancy can access, aggregate and use non-personally identifiable data we collect from you. This data will in no way identify you or any other individual. Pro Accountancy may use such aggregated non-personally identifiable data to:
- assist us to better understand how our customers are using the Services
- provide our customers with further information regarding the uses and benefits of the Services
- enhance small business productivity, including by creating useful business insights from that aggregated data and allowing you to benchmark your business’ performance against that aggregated data, and
- otherwise to improve or augment the Services.
Third Party Personal Data You Provide
Through your use of the Services we may also collect information from you about someone else. If you provide Pro Accountancy with personal information about someone else, you must ensure that you are authorised to disclose that information to Pro Accountancy and that, without Pro Accountancy taking any further steps required by applicable data protection or privacy laws, Pro Accountancy may collect, use and disclose such information for the purposes described in this Policy.
You must therefore take reasonable steps to ensure the individual concerned is aware of and consents to the various matters detailed in this Policy, including the fact that their personal information is being collected, the purposes for which that information is being collected, the intended recipients of that information, the individual’s right to obtain (and details of how to) access the information.
Where requested to do so, you must assist Pro Accountancy with any requests by the individual to access or update the personal information you have collected from them and provided to Pro Accountancy in connection with the Services.
Where We Store Your Personal Data
All your data is held either within our CRM system or on secure servers.
We maintain strict security standards and procedures with a view to preventing unauthorised access to your data by anyone, including our staff. We use leading technologies such as (but not limited to) data encryption, firewalls, server authentication, user profiles and passwords to protect the security of your data.
Disclosure Of Your Information
In order to carry out the Services of this engagement and for related purposes such as updating and enhancing our client records, analysis for management purposes and statutory returns, legal and regulatory compliance and crime prevention we may obtain, process, use and disclose personal data about you.
We also have a duty under section 330 of the Proceeds of Crime Act 2002 to report to the National Crime Agency (NCA) 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.
To the extent that we are duty bound by any applicable legal or regulatory requirement to cooperate with any competent legal or governmental authority or agency we shall do so in accordance with applicable law. Without limitation, we expressly reserve the right to cooperate with any competent authority, in the investigation of alleged unlawful activities of our website users or relating to our website users. We will have no legal liability for such disclosures of your information.
We may share the information we hold about you with any person, business or other organisation (and their advisers) who might take over our rights or responsibilities under our agreement with you to allow them to prepare for taking these over (after that, we may also allow that person or business to use and share your information on the same basis as us).
Pro Accountancy works with third parties to research certain usage and activities on our behalf. No personal information about you is shared, however in the course of conducting this research these third parties may place a unique ‘cookie’ on your browser.
Our sites may, from time to time, contain links to and from the websites of our partner networks, advertisers and affiliates. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.
Pro Accountancy will never pass your personal information to a third party without your explicit and specific expression of interest in their services.
Telephone, Texts, Call Monitoring and Recording
Sometimes outgoing and incoming telephone calls from and to our advisory or support teams are recorded for training and monitoring purposes. This process helps us to maintain high standards of service, and resolve any issues.
To maintain the platform we may contact you by telephone or SMS text message to update you or let you know about any of our products, services or promotions (which, in some cases may be provided by third parties) but only according to the permissions you give us.
If you have consented to receive communication or marketing from us by SMS text message, to stop this, please email STOP to email@example.com
By visiting the Pro Accountancy website, logging into or using our Services you agree that you are happy for us to set cookies. If you are not happy you should either not use our websites, or can disable the cookies.
We use two types of cookie on our website.
- Session cookies, which are temporary cookies that remain in the cookie file of your computer until you close your browser at which point they are deleted.
- Persistent, or stored cookies that remain permanently in the cookie file of your computer.
Cookies cannot look into your computer and obtain information about you or your family or read any material kept on your hard drive and cookies cannot be used to identify who you are.
Cookies cannot be used by anyone else who has access to the computer to find out anything about you, other than the fact that someone using the computer has visited a certain website.
Cookies will not be used to contact you for marketing purposes other than by means of advertisements offered within our Services.
The web browsers of most computers are initially set up to accept cookies. If you prefer, you can set your web browser to disable cookies or to inform you when a website is attempting to add a cookie. You can also delete cookies that have previously been added to your computer’s cookie file.
You can set your browser to disable persistent cookies and/or session cookies.
For more information about cookies (including how to set browsers to reject cookies) please visit the website set up by the Interactive Advertising Bureau (Europe) at www.allaboutcookies.org.
Cookies are used for a number of reasons on the Pro Accountancy website, and with our Services.
First party cookies are created by Pro Accountancy whilst third party cookies are created by affiliates or tracking services.
Google AnalyticsTM– a third party tracking service collects information about how our website is used. We use information to report on usage and volume statistics. We have no access to or control over these cookies.
Information about Google AnalyticsTM can be found at http://www.google.com/intl/en/analytics/privacyoverview.html.
Google Adwords – a third party advertising system that tells us tell a user arrived on our site by clicking on a paid advert. Cookies originating from Adwords also give us power to serve ads on the Google network specifically to people who have already visited our site and not signed up.
You can also opt-out of a number of targeted advertising cookies by visiting these opt-out pages: National Advertising Initiative and Google. This opt-out won’t stop advertising companies from showing you banner ads, but it will prevent them from personalising their banner ads to you specifically.
Live Agent – a third party system used to provide the live chat facility on our website.
Visual Website Optimizer – From time to time we like to run tests on our site with a view to improving the user experience. VWO is a suite of testing tools that track a user’s activity in a very particular way for the purpose of a test. This may be checking how far a group of users scroll down a page, splitting users into groups to view similar but different pages and so on.
Facebook – a third party social media platform that also supports its own advertising network. Cookies originating from Facebook allow us to focus our Facebook advertising specifically to people who have already visited our site who have not signed up, as well as users determined by Facebook to be similar to our site’s visitors.
Pro Accountancy also utilises Facebook to identify their users who may be similar to Pro Accountancy users. This is done through an anonymous and encrypted process. User data is provided by Pro Accountancy and once a ‘lookalike’ audience of Facebook users is created the data provided by Pro Accountancy is deleted. Pro Accountancy then focuses advertising on the Facebook network specifically to this audience.
Infinity – a third party service used to deliver unique phone numbers to visitors, which enables on line activity to be associated with any phone calls made.
On our website we use links to ‘social sites’ – Twitter, Facebook, Google+, LinkedIn and others.
When you click on these links these sites are likely to be collecting information about what you are doing all around the internet by setting one or more of their own cookies.
In some cases these sites will be registering the fact that you are visiting Pro Accountancy and the specific pages you are on, even if you don’t click on the link if you are logged into their services, like Google and Facebook.
Pro Accountancy is not responsible for the data generated by or processed by such third parties. Therefore, you should check the respective policies of each of these sites to see how exactly they use your information and to find out how to opt-out, or delete, such information.
You may always opt not to disclose certain personal information, but that may mean we will be hindered in our ability to provide a service, or may mean you will not be able to access certain services.
You have the right to ask us not to process your personal data for marketing purposes.
You can also ask to opt-out of having personal identifiable information used for certain purposes, including promotional communications, newsletters etc.
You can exercise your right to prevent such processing by following the opt-out instructions, which will be clear and obvious on the forms, or emails we use to collect your data. You can also exercise the right at any time by contacting us at firstname.lastname@example.org.
You can find detailed information about your rights under UK Data Protection legislation on the UK Information Commissioner’s website at www.ico.gov.uk.
Cancellation of Service
If you cancel your subscription with Pro Accountancy, we maintain your data on our system for accounting purposes, and provide you with an export of your data.