Privacy Policy

Effective from: 12 Feb 2025

Introduction

PD Marfleet Accounting ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, process, dispose of, and protect information that relates to an identified or identifiable individual across our Website and Service (Personal Information). If an individual cannot be identified (for example, when Personal Information is aggregated and anonymized), then this Privacy Policy does not apply.

We take privacy seriously. When handling Personal Information, we comply with Applicable Privacy Laws, including (as applicable) the UK Data Protection Act 2018 (DPA), the United Kingdom General Data Protection Regulation (UK GDPR), and the General Data Protection Regulation (EU) 2016/679 (EU GDPR).

Who We Are

PD Marfleet Accounting is a sole trader registered in the United Kingdom. If you have any questions about this Privacy Policy, you can contact us at:

Email: https://pdmarfleet.co.uk/contact

Data Protection Officer (DPO):
Name: Peter Marfleet
Email: https://pdmarfleet.co.uk/contact

Personal Information We Collect and How We Collect It

• Information that comes directly from you: This includes any Personal Information you provide us when managing your account, contacting us (e.g., via email or web forms), or when using the systems we provide you access to.
• Information we receive from third parties: Some Personal Information about you may be entered into our systems by someone else, such as a support team managing the systems we use.
• Information we receive from your use of our Website and Services: This includes automatically collected data such as your IP address, clickstream data, and information obtained through cookies or other tracking technologies.

How We Use Your Personal Information

We will only process Personal Information where we have a lawful basis to do so. We process your Personal Information to:

• Provide and manage our Website and Services;
• Process payments and manage invoices;
• Verify your identity;
• Communicate with you and respond to queries;
• Track access and detect fraudulent or malicious activity;
• Analyse and report on usage of our Website and Services;
• Send administrative messages, security alerts, and relevant updates;
• Comply with legal obligations.

If applicable, we may also process your Personal Information for marketing purposes with your prior consent, which you can withdraw at any time.

Disclosing Personal Information

We do not sell or rent your personal data. However, we may disclose your Personal Information to:

• Service providers and suppliers who assist us in providing our Services to you;
• Regulatory authorities where required by law;
• Third-party analytics and infrastructure providers that support our Website and Services.

Third-Party Processors

We use the following third-party services, each of which has its own privacy policy:

• Microsoft Business 365 – Privacy Policy
• Render.com – Privacy Policy
• FreeAgent – Privacy Policy
• Notion – Privacy Policy
• FirmCheck.com – Privacy Policy

International Data Transfers

Some of our third-party processors may store or process data outside the UK. Where this occurs, we ensure that appropriate safeguards are in place, such as Standard Contractual Clauses (SCCs) or equivalent legal mechanisms.

Data Retention

We retain Personal Information only for as long as necessary to fulfill the purposes for which it was collected, including legal, accounting, or reporting obligations. When no longer required, we securely delete or anonymize it.

Your Rights Under UK GDPR

• Right to Access: Request a copy of the personal data we hold about you.
• Right to Rectification: Request correction of inaccurate or incomplete data.
• Right to Erasure: Request deletion of your personal data where applicable.
• Right to Restriction: Request to limit processing of your personal data.
• Right to Data Portability: Request transfer of your data to another provider.
• Right to Object: Object to certain types of data processing.
• Right to Withdraw Consent: Withdraw consent at any time where processing is based on consent.

To exercise any of these rights, please contact our Data Protection Officer at https://pdmarfleet.co.uk/contact

Cookies and Tracking

We use cookies and tracking technologies to improve our Website and Services. You can manage your cookie preferences through your browser settings.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Effective from" date.