+44 141 775 0070

Privacy Policy

Last Updated: September 22, 2025

Thank you for visiting our website patax.co.uk (the “Website”). Premier Accounting (“Company”, “we”, “us”, or “our”) is committed to protecting your personal information and your privacy. If you have any questions or concerns about this privacy notice or our practices regarding your personal information, please contact us using the details provided at the end of this document.

When you visit our website, and more generally, use any of our accounting and taxation services (the “Services”, which include the Website), we appreciate that you are trusting us with your personal and financial information. We take your privacy very seriously. In this privacy notice, we seek to explain to you in the clearest way possible what information we collect, how we use it and what rights you have in relation to it. We hope you take some time to read through it carefully, as it is important. If there are any terms in this privacy notice that you do not agree with, please discontinue use of our Services immediately.

This privacy notice applies to all information collected through our Services (which, as described above, includes our Website), as well as any related services, sales, marketing or events.

Please read this privacy notice carefully as it will help you understand what we do with the information that we collect.

WHAT INFORMATION DO WE COLLECT?

Personal Information You Disclose to Us

We collect personal information that you voluntarily provide to us when you:

  • Fill out contact forms on our website
  • Request a consultation or quote
  • Engage our accounting services
  • Contact us by phone, email, or in person
  • Subscribe to our newsletter or marketing communications

The personal information we collect may include:

  • Identity Data: Name, title, business name
  • Contact Data: Email address, telephone numbers, postal address
  • Financial Data: Bank account details, payment information, tax records, business financial information
  • Business Data: Company registration details, VAT numbers, employment records
  • Technical Data: IP address, browser type, device information, website usage data

Information Automatically Collected

We may automatically collect certain information when you visit our website, including:

  • Log files (IP addresses, browser type, pages visited)
  • Cookies and similar technologies (if applicable)
  • Website usage analytics

HOW DO WE USE YOUR INFORMATION?

In Short: We process your information for purposes based on legitimate business interests, the fulfilment of our contract with you, compliance with our legal obligations, and/or your consent.

We use personal information collected via our Website for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to enter into or perform a contract with you, with your consent, and/or for compliance with our legal obligations.

We use the information we collect or receive to:

  • Provide Accounting Services: Prepare accounts, tax returns, VAT returns, payroll services, and other accounting functions
  • Deliver and facilitate delivery of services: Provide you with requested accounting, taxation, and business advisory services
  • Respond to inquiries and provide support: Answer your questions and provide ongoing client support
  • Comply with Legal Obligations: Meet our professional duties and legal requirements including HMRC reporting, anti-money laundering regulations, and professional body requirements
  • HMRC Communications: Submit tax returns, VAT returns, and other required filings on your behalf
  • Business Administration: Manage client relationships, billing, and service delivery
  • Professional Development: Maintain our professional standards and improve our services
  • Marketing Communications: Send relevant business updates and service information (with your consent)

WILL YOUR INFORMATION BE SHARED WITH ANYONE?

In Short: We only share information with your consent, to comply with laws, to provide you with services, to protect your rights, or to fulfil business obligations.

We may process or share your data based on the following legal basis:

Consent: We may process your data if you have given us specific consent to use your personal information for a specific purpose.

Legitimate Interests: We may process your data when it is reasonably necessary to achieve our legitimate business interests.

Performance of a Contract: Where we have entered into a contract with you, we may process your personal information to fulfil the terms of our contract.

Legal Obligations: We may disclose your information where we are legally required to do so in order to comply with applicable law, governmental requests, HMRC requirements, professional body obligations, court orders, or legal processes.

More specifically, we may need to process your data or share your personal information in the following situations:

  • HMRC and Tax Authorities: We submit tax returns, VAT returns, and other required filings containing your information
  • Professional Bodies: We may share information as required by ACCA, ICAS, or other professional accounting bodies
  • Cloud Accounting Software: We use QuickBooks and KashFlow to provide our services, which may involve storing your data on their secure servers
  • Banking and Financial Institutions: For payment processing and financial transactions related to our services
  • Legal and Regulatory Compliance: Anti-money laundering checks, fraud prevention, and other legal requirements
  • Professional Advisors: Lawyers, insurers, auditors, and other professional advisors as necessary
  • Business Transfers: In connection with any merger, sale of assets, financing, or acquisition of our business

HOW LONG DO WE KEEP YOUR INFORMATION?

In Short: We keep your information for as long as necessary to fulfil our professional and legal obligations.

As a professional accounting firm, we are required to retain client records for specific periods:

  • Active Clients: We retain your information for the duration of our professional relationship
  • Former Clients: We retain accounting records and supporting documents for a minimum of 6 years after the end of the accounting period, as required by professional standards and tax law
  • Tax Records: We retain tax-related information for at least 6 years from the end of the relevant tax year
  • Corporate Records: Company formation and statutory records are retained for the life of the company plus 6 years
  • Marketing Information: We retain marketing consent records until you withdraw consent

When we have no ongoing legitimate business need to process your personal information, and the required retention period has expired, we will either delete or anonymize such information, or, if this is not possible, we will securely store your personal information and isolate it from any further processing until deletion is possible.

HOW DO WE KEEP YOUR INFORMATION SAFE?

In Short: We aim to protect your personal information through a system of organizational and technical security measures appropriate for a professional accounting firm.

We have implemented appropriate technical and organizational security measures designed to protect the security of any personal information we process, including:

  • Secure office premises with controlled access
  • Password-protected computer systems and encrypted data storage
  • Secure cloud accounting software (QuickBooks and KashFlow) with industry-standard security
  • Professional indemnity insurance
  • Staff training on data protection and confidentiality
  • Regular backup procedures and secure data storage

However, despite our safeguards and efforts to secure your information, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure. You should only access our online services within a secure environment.

DO WE COLLECT INFORMATION FROM MINORS?

In Short: We do not knowingly collect data from or market to children under 18 years of age.

We do not knowingly solicit data from or market to children under 18 years of age. Our services are designed for businesses and adults. By using the Website, you represent that you are at least 18 or that you are the parent or guardian of such a minor and consent to such minor dependent’s use of the Website.

YOUR PRIVACY RIGHTS

As a UK resident, you have certain rights under the UK GDPR, including:

  • Right of Access: Request copies of your personal data
  • Right to Rectification: Request correction of inaccurate personal data
  • Right to Erasure: Request deletion of your personal data (subject to our legal retention requirements)
  • Right to Restrict Processing: Request limitation of how we process your data
  • Right to Data Portability: Request transfer of your data to another service provider
  • Right to Object: Object to our processing of your personal data
  • Right to Withdraw Consent: Where processing is based on consent

Please note that as a professional accounting firm, we may be unable to delete certain information due to legal and professional retention requirements.

CONTROLS FOR DO-NOT-TRACK FEATURES

Most web browsers include a Do-Not-Track (“DNT”) feature. At this stage, no uniform technology standard for recognizing and implementing DNT signals has been finalized. As such, we do not currently respond to DNT browser signals. If a standard for online tracking is adopted that we must follow in the future, we will inform you about that practice in a revised version of this privacy notice.

DO WE MAKE UPDATES TO THIS NOTICE?

In Short: Yes, we will update this notice as necessary to stay compliant with relevant laws.

We may update this privacy notice from time to time. The updated version will be indicated by an updated “Last Updated” date and the updated version will be effective as soon as it is accessible. If we make material changes to this privacy notice, we may notify you either by prominently posting a notice of such changes or by directly sending you a notification.

HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

If you have questions or comments about this notice, or wish to exercise your privacy rights, you may contact us:

Premier Accounting

  • Website: https://patax.co.uk
  • Email: [email protected]
  • Phone: 0141 775 0070
  • Address: Kirkintilloch, Glasgow, Scotland

For data protection queries specifically, you can also contact our Data Protection Officer at the above details.

You also have the right to make a complaint to the Information Commissioner’s Office (ICO) if you believe your data protection rights have been breached. Visit www.ico.org.uk for more information.