Privacy Policy

Last updated: 23/05/2025

At NotAnAccountant, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal data in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Who We Are

NotAnAccountant is a receipt management and admin support service based in the UK.

  • Business Owner: William Petty
  • Email: hello@notanaccountant.co.uk

2. What Personal Data We Collect

We may collect and process the following types of data:

  • Contact information: Name, email address, phone number
  • Business information: Business name, address, accounting software details
  • Financial documentation: Receipts, invoices, expense reports (provided by you)
  • Communication data: Emails, messages, or notes from meetings or calls

We do not collect or store sensitive personal data unless it is voluntarily provided and relevant to our services.

3. How We Collect Data

  • Directly from you (email, phone, file sharing, etc.)
  • When you upload receipts or documents
  • When you communicate with us or request a service

4. How We Use Your Data

We use your data to:

  • Provide the service you have requested
  • Upload receipts to your chosen accounting software
  • Communicate with you about your account
  • Maintain internal records

We do not use your data for marketing unless you opt in.

5. Legal Basis for Processing

We process your data under the following lawful bases:

  • Contract: To fulfil our agreement with you
  • Consent: Where you have given explicit permission
  • Legal obligation: To comply with financial record-keeping laws

6. How We Store and Protect Your Data

We store your data securely using encrypted devices and GDPR-compliant cloud services. Only authorised personnel have access. Data is kept only as long as necessary and securely deleted when no longer needed.

7. Sharing Your Data

We do not sell or share your data with third parties unless:

  • Required by law (e.g. HMRC)
  • You instruct us to share it with your accountant
  • We use secure third-party tools for service delivery

8. Your Rights

You have the right to:

  • Access your personal data
  • Request corrections
  • Request deletion
  • Object to or restrict processing
  • Withdraw consent
  • Request data portability

To exercise your rights, contact us at hello@notanaccountant.co.uk

9. Complaints

If you have concerns about how we handle your data, contact us first. You can also lodge a complaint with the Information Commissioner's Office (ICO).

11. Changes to This Policy

We may update this policy occasionally. The latest version will always be available on our website or upon request.