Telephone: 07745 291 334

Data Protection Policy and Privacy Notice

Who we are

Claire Harper Bookkeeping Services is a bookkeeping business.

What we do

We offer Bookkeeping Services for all aspect of accounts/Tax Returns, either done by myself (Claire Harper) or a designated Bookkeeper with the consent of the client.

You can call me on 07745291334, or send an email to claireharperbookkeeping@gmail.com

Personally Identifiable Information

Claire Harper Bookkeeping Services stores and uses information that could be used to identify a living person. The purpose of this storage and use will vary depending on the area of the business that it pertains to. Where consent is required or used as the basis for storage and use of personal information, this will be clearly communicated, and the person providing their consent has the right to withdraw it at any time.

Human Resources

We store information relating to employees and contractors so that we have adequate records to be able to contact, manage and pay them, and meet our legal obligations as an employer. This information may be sent to another company working on our behalf, where the relationship is defined by a contract, and they are not permitted to use the information in any way we have not explicitly asked them to. Only certain authorised personnel within the company have access to this information.

Marketing

We conduct direct marketing activities in order to market opportunities and offers to our recent and past customers. Since we obtain contact details for people in the course of a sale, we believe their privacy rights are balanced with our business interests.

Purchasing

From time to time we may store names and business contact details of individual people working for our suppliers' business. This is necessary to ensure we are able to contact the relevant people and maintain a relationship to the benefit of both our and their business.

Sources of Personal Information

Information about individuals may originate from different sources, including being collected from the person themselves. We agree to disclose the source of any data we hold about a person upon their request.

Rights of Data Subjects

People whose information we hold are called "data subjects". We respect the rights of data subjects and will work with anyone exercising those rights to ensure their expectation of privacy is met.

Anyone has the right to object to the use of their personal information for the purpose of direct marketing at any time, and Claire Harper Bookkeeping Services will always respect such a decision, provided that it is communicated clearly and that we can verify the identity of the person making the request. This can be as simple as making the request from the same email address or telephone number that we associate with the person. We do not use data subject requests to collect further information about a person, and any additional contact details obtained in the course of such discussions are used only in connection with that request, so that we can maintain clear and informative communication with the person and ensure their needs and expectations are met.

If a data subject is unhappy with the way Claire Harper Bookkeeping Services have collected, stored or used their personal information, or the way we have dealt with their request, we acknowledge that they have the right to lodge a complaint with the Information Commissioner's Office in the United Kingdom.

Data Storage and Security

We do our best to store information relating to our business on computer systems rather than paper files, although it is often necessary to print or write upon such items as payslips, cheques and invoices, which will usually contain information about the recipient. While these and similar items are ordinarily transferred quickly in sealed envelopes or given directly to the recipient, any storage of them is managed by authorised staff who ensure that unauthorised persons do not have direct access. Aside from this, address information will be printed on a visible portion of an envelope when sending out data.

It is our policy that data stored electronically be protected from unauthorised access, accidental deletion and malicious hacking attempts.

Data Retention

Except where a legal obligation to retain data exists, Claire Harper Bookkeeping Services does not store personal information for any longer than is necessary for its defined purpose. Wherever an individual has expressed that they no longer wish to have information we hold about them used for the purpose under which we hold it, we may continue to store certain identifiers to ensure that person's information does not re-enter our systems at a later date.

Data we hold about clients and former clients will be held according to their agreement.

When data is no longer to be retained, its removal, deletion or erasure will be performed according to processes suitable for the medium, for example the secure shredding of paper documents, deletion from internal systems, or overwriting (wiping) of hard disks.

 

If you have any questions about any of the above, please write to me:

claireharperbookkeeping@gmail.com

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