Privacy Policy
Effective date: 12th March 2024
JTR Accountancy is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website or use our services.
1. Who We Are
JTR Accountancy is a UK-based accountancy firm providing bookkeeping, tax, and financial services to individuals, sole traders, limited companies, and partnerships.
2. What Information We Collect
We may collect the following types of personal data:
When you contact us or use our services:
- Full name and business name
- Email address and phone number
- Business address
- Financial and tax information
- National Insurance number, UTR, or Company Number (if applicable)
- Payment details (for invoicing purposes)
Automatically via our website:
- IP address
- Browser type and version
- Information about how you use our website (cookies, analytics)
4. Lawful Basis for Processing
We process personal data under the following lawful bases:
- Contractual obligation – to provide our services
- Legal obligation – to comply with financial and regulatory duties
- Legitimate interest – to run our business efficiently
Consent – where marketing communication is optional
5. How We Share Your Data
We may share your information with:
- HMRC, Companies House, or other relevant authorities
- Software providers (e.g. Xero, QuickBooks, FreeAgent)
- Our cloud storage or data processors (only where secure and GDPR-compliant)
- Legal or regulatory bodies if required by law
We do not sell your data to third parties.
6. Data Security
We take appropriate security measures to prevent your personal data from being lost, used, or accessed in an unauthorised way. This includes:
- Secure cloud storage
- Encrypted communications
- Password-protected systems
- Staff confidentiality training
7. How Long We Keep Your Data
We retain client records for as long as is necessary to comply with legal, tax, or accounting requirements — typically 6 years after the end of the engagement or tax year.
8. Your Rights Under UK GDPR
You have the right to:
- Access your personal data
- Request correction or deletion
- Object to or restrict processing
- Request data portability
- Withdraw consent at any time (where applicable)
- Lodge a complaint with the Information Commissioner’s Office (ICO)
Visit www.ico.org.uk for more information.
9. Cookies
We may use cookies and similar technologies to improve your website experience. You can adjust your cookie preferences through your browser settings.
10. Changes to This Privacy Policy
We may update this policy from time to time. The latest version will always be available on our website, with the date of the last update at the top of the page.
Contact us today at 07565459492 or Contact our team online!
Our Mission
JTR Accountancy supports construction businesses with clear, no-fuss financial advice and hands-on support — helping you build with confidence, on and off site.