Who We Are
Protax Consultants provides professional accounting, tax advisory, and compliance services to individuals, sole traders, limited companies, and SMEs across the United Kingdom.
For the purposes of data protection law, Protax Consultants acts as a Data Controller in relation to personal data collected through this website and during the provision of our services.
Information We Collect
1. Personal Information
We may collect personal information when you:
- Contact us through our website form
- Request a consultation
- Engage our accounting or tax services
- Subscribe to communications
- Provide documentation for compliance purposes
This may include:
- Full name
- Email address
- Telephone number
- Business name
- Registered office address
- Financial information
- Tax references (e.g., UTR, NI number, VAT number)
- Identification documents for AML compliance
We only collect personal data necessary to provide our professional services and meet legal obligations.
2. Non-Personal Information
When you visit our website, we may automatically collect certain technical data, including:
- IP address
- Browser type
- Device type
- Operating system
- Pages visited
- Time spent on site
- Referring URLs
This information helps us improve website performance and user experience.
Lawful Basis for Processing (UK GDPR)
We process personal data under the following lawful bases:
- Contractual necessity – to provide agreed accounting or tax services
- Legal obligation – to comply with HMRC, Companies House, and AML regulations
- Legitimate interest – to improve services and website performance
- Consent – where required for marketing communications
How We Use Your Information
We use your data to:
- Provide accounting and tax services
- Prepare and submit tax returns
- Respond to enquiries
- Communicate about regulatory requirements
- Comply with HMRC and legal obligations
- Improve website functionality
- Maintain internal records
We do not sell, rent, or trade your personal data.
Cookies & Tracking Technologies
Our website uses cookies to:
- Improve user experience
- Analyse website traffic
- Maintain security
- Measure website performance
Cookies may be set by:
- Our website
- Analytics providers (e.g., Google Analytics)
You can manage or disable cookies via your browser settings.
Data Sharing
We may share your information only when necessary with:
- HMRC
- Companies House
- Regulatory bodies
- Software providers (e.g., Xero, accounting platforms)
- Professional advisers (where legally required)
All third-party service providers are required to comply with data protection regulations.
Data Retention
In line with UK accounting regulations, we retain client records for a minimum of six years following the end of the relevant tax year or engagement period, unless a longer period is required by law.
After this period, data is securely deleted or anonymised.
Data Security
We implement appropriate technical and organisational security measures to safeguard personal data, including:
- Secure servers
- Encrypted communication where applicable
- Restricted staff access
- Professional compliance procedures
While we take reasonable precautions, no system can guarantee absolute security.
Your Rights Under UK GDPR
You may have the right to:
- Access your personal data
- Request correction of inaccurate information
- Request deletion (where legally permissible)
- Restrict processing
- Object to certain processing activities
- Lodge a complaint with the Information Commissioner’s Office (ICO)
To exercise your rights, please contact us using the details below.
International Transfers
We primarily store data within the UK. If any data is processed outside the UK (for example, via cloud service providers), appropriate safeguards will be implemented to ensure compliance with UK data protection laws.
Children’s Information
Our services are not directed at children under the age of 18. We do not knowingly collect personal information from minors.
Contact Us
If you have any questions regarding this Privacy Policy or your personal data, please contact:
Protax Consultants
United Kingdom
Via our Contact Page: https://www.protax.org.uk/