When you visit our website, we may collect certain information automatically, including:

• IP address
• Browser type and version
• Pages visited and time spent on the website
• Device and usage data

We may also collect personal data when you:

• Complete contact forms
• Download resources (such as MTD checklists)
• Request information about our services

We use cookies and analytics tools to improve user experience and understand how our website is used. Please refer to our Cookie Policy for further details.

Use of Cloud Software and Digital Systems

We use cloud-based accounting and tax software to deliver our services.

Your personal data may be stored and processed securely on third-party systems. These providers act as data processors and are required to comply with UK GDPR and appropriate security standards.

Where data is stored outside the UK, appropriate safeguards are in place to ensure your data is protected.

The Purposes for Processing Personal Data

We process personal data for the following purposes:

• To provide accounting and tax services
• To comply with legal and regulatory obligations, including anti-money laundering regulations
• To communicate with you regarding your affairs
• To manage client relationships and deliver services
• To invoice and manage payments
• To defend potential legal or regulatory claims

To provide information about services where you have consented

Legal Basis for Processing

We process personal data under the following legal bases:

• Contract – where processing is necessary to provide services to you
• Legal obligation – including obligations under tax and anti-money laundering legislation
• Legitimate interests – to operate and manage our business effectively
• Consent – where you have agreed to receive marketing communications

Marketing Communications

We may contact you with information about our services where you have:

• Requested information from us, or
• Provided consent to receive such communications

You can opt out of marketing communications at any time by using the unsubscribe link in emails or by contacting us directly.

Data Sharing

We may share your personal data with:

• HM Revenue & Customs
• Cloud accounting and tax software providers
• Professional advisers and subcontractors
• Insurers and regulatory bodies
• Law enforcement agencies where required

We only share data where necessary and do not sell your personal data.

Data Retention

We retain personal data in accordance with legal and professional requirements.

Typically, records are retained for a minimum of six years from the end of the relevant tax year or from the end of the client relationship, unless a longer retention period is required.

Data Security

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, misuse or disclosure.

This includes secure systems, access controls and the use of encrypted or password-protected communications where appropriate.

Your Rights

Under UK GDPR, you have the right to:

• Access your personal data
• Request correction of inaccurate data
• Request deletion of your data (where applicable)
• Restrict or object to processing
• Request transfer of your data (data portability)
• Withdraw consent where applicable
• Lodge a complaint with the Information Commissioner’s Office (ICO)

Complaints

If you are not satisfied with how we handle your data, please contact us in the first instance.
You also have the right to lodge a complaint with the Information Commissioner’s Office via their website.

Contact

If you have any questions about this Privacy Policy or how your data is handled, please contact:

Making Taxes Digital Limited
Email: support@makingtaxesdigital.com