1. Privacy Statement & Overview

At MSM Accountancy ("we", "our", "us"), protecting the confidentiality and security of personal and financial information is fundamental to our practice as CIMA-qualified accountants. This Privacy Policy outlines how we collect, store, process, and protect your personal data when you visit our website or engage our accountancy, tax advisory, and Virtual FD services.

2. Information We Collect

We process personal data necessary to deliver accountancy services and manage website interactions:

• Identity & Contact Information: Full name, email address, telephone number, business name, and registered office address.
• Financial & Business Data: Tax references (UTR, National Insurance, VAT numbers), payroll records, annual accounts data, and bank details provided during engagements.
• Technical & Analytical Data: IP address, browser type, device information, and website interaction metrics collected via cookies.

3. Cookie Policy & Usage

Our website uses cookies and similar tracking technologies to improve your browsing experience, analyze site performance, and ensure smooth functionality.

• Essential Cookies: Strictly necessary for website operation, navigation, and security. These cannot be disabled.
• Analytical & Performance Cookies: Help us measure visitor engagement, page response times, and traffic sources to optimize user experience.
• Preference Cookies: Remember your consent choices (such as accepting or rejecting cookie notices).

You can adjust your cookie preferences at any time through our bottom-right Cookie Notice consent manager or via your browser settings.

4. Data Security & Storage

We implement robust technical and organizational security measures to protect your personal data against unauthorized access, loss, or alteration. All client data and accounting records are processed using encrypted, enterprise-grade cloud software (including Xero and Dext) adhering to ISO/IEC 27001 standards.

5. Your Rights Under UK GDPR

Under the UK General Data Protection Regulation (UK GDPR), you hold the following rights:

• Right of Access: Request a copy of the personal data held about you.
• Right to Rectification: Request correction of inaccurate or incomplete records.
• Right to Erasure: Request deletion of your data where statutory retention obligations do not apply.
• Right to Restrict or Object: Restrict processing or object to direct marketing communications.

To exercise any of your data protection rights, please contact our Data Protection Lead at info@msmaccountancy.co.uk.