Last Updated: 01/09/2024

OptiFinance Bookkeeping Services (“we”, “our”, “us”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal data when you use our website and services.

1. Information We Collect

We may collect and process the following data about you:

  • Personal Identification Information: Name, email address, phone number, and business address.
  • Financial Information: Bank account details, transaction records, tax information, and other financial details necessary for bookkeeping and accounting services.
  • Technical Data: IP address, browser type, and version, time zone setting, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this website.
  • Usage Data: Information about how you use our website, products, and services.
  • Marketing and Communications Data: Your preferences in receiving marketing from us and your communication preferences.

2. How We Use Your Information

We use your personal data for the following purposes:

  • To provide and manage our bookkeeping services.
  • To communicate with you, including sending invoices, reports, and other service-related communications.
  • To manage payments, fees, and charges.
  • To comply with legal obligations, including tax and accounting regulations.
  • To improve our website, products, and services.
  • To send you marketing communications, where you have opted-in to receive such communications.

3. Legal Basis for Processing

We process your personal data on the following legal bases:

  • Performance of a Contract: Processing is necessary for the performance of a contract with you or to take steps at your request before entering into such a contract.
  • Legal Obligation: Processing is necessary for compliance with a legal obligation to which we are subject.
  • Legitimate Interests: Processing is necessary for our legitimate interests (or those of a third party), provided that your interests and fundamental rights do not override those interests.
  • Consent: In certain cases, we may rely on your consent to process your personal data.

4. Sharing Your Information

We may share your personal data with:

  • Service Providers: Third parties who provide IT and system administration services, payment processing, and other support services.
  • Professional Advisers: Including lawyers, bankers, auditors, and insurers who provide consultancy, banking, legal, insurance, and accounting services.
  • HM Revenue & Customs, Regulators, and Other Authorities: Where required by law or for regulatory purposes.
  • Third Parties: To whom we may choose to sell, transfer, or merge parts of our business or assets. Alternatively, we may seek to acquire other businesses or merge with them.

5. Data Security

We have implemented appropriate security measures to prevent your personal data from being accidentally lost, used, accessed, altered, or disclosed in an unauthorized way. We also limit access to your personal data to those employees, agents, contractors, and other third parties who have a business need to know.

6. Data Retention

We will only retain your personal data for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

7. Your Rights

Under data protection laws, you have rights in relation to your personal data, including the right to:

  • Request access to your personal data.
  • Request correction of your personal data.
  • Request erasure of your personal data.
  • Object to the processing of your personal data.
  • Request restriction of processing your personal data.
  • Request transfer of your personal data.
  • Withdraw consent.

To exercise any of these rights, please contact us at [contact@optifinance@co.uk].

8. Third-Party Links

Our website may include links to third-party websites, plug-ins, and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes we make will be posted on this page, and where appropriate, notified to you by email. Please check back frequently to see any updates or changes to this Privacy Policy.

10. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

Optifinance Bookkeeping Services
Email: office@optifinance.co.uk
Phone: 07934502307

This Privacy Policy aims to comply with the General Data Protection Regulation (GDPR) and the Data Protection Act 2018, ensuring that your bookkeeping business adheres to UK data protection laws. Make sure to review and customize the contact information and other details to fit your specific business.