Privacy Policy

Last updated: 8 September 2026

1. Introduction

The Accountant’s Best Friend (TABF) respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, store and protect personal information when you visit our website, contact us, enquire about our services or otherwise interact with us.

We aim to handle personal information responsibly and in accordance with applicable UK data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. About Us

The Accountant’s Best Friend (TABF) provides practical accounting and business support, including bookkeeping, payroll, tax returns, annual accounts, management accounts, accounting software support and related services.

If you have questions about this Privacy Policy or how your information is handled, you can contact us using the details below.

Telephone: 01323 925001
Email: info@tabf.co.uk

3. Information We May Collect

Depending on how you interact with us, we may collect information including:

Your name
Business or company name
Email address
Telephone number
Postal or business address
Information about your business
Details relating to your enquiry
Information you provide when requesting a quotation or our services
Information provided when communicating with us
Information contained in correspondence
Website usage information
Technical information such as IP address, browser type and device information where collected automatically

Where you become a client, we may need to collect additional financial, business or personal information that is necessary to provide the services you have requested.

4. How We Collect Your Information

We may collect information when you:

Contact us by telephone
Email us
Complete a contact or enquiry form
Request information about our services
Arrange a call or consultation
Become a client
Provide information during the delivery of our services
Interact with our website
Interact with third-party features incorporated into our website

5. How We Use Your Information

We may use personal information to:

Respond to enquiries
Provide information about our services
Arrange consultations or calls
Prepare quotations
Provide accounting, bookkeeping, payroll, tax and business support services
Communicate with existing and potential clients
Manage our client relationships
Process and administer accounts and records
Improve our services and website
Maintain business records
Meet legal and regulatory requirements
Protect our business against fraud and misuse
Establish, exercise or defend legal claims where necessary

6. Lawful Basis for Processing

We will only process personal information where we have a lawful basis to do so under applicable data protection law.

Depending on the circumstances, this may include:

Consent

Where you have given us permission to process your information for a specific purpose.

You can withdraw consent at any time where processing is based on consent.

Contract

Where processing is necessary to enter into or perform a contract with you.

Legitimate interests

Where processing is necessary for our legitimate business interests and those interests are not overridden by your rights and freedoms.

Legal obligation

Where we are required to process information to comply with a legal or regulatory obligation.

7. Accounting and Client Information

If you become a client of TABF, we may need to collect and process information relating to you, your business and your financial affairs in order to provide the services you have requested.

The information required will depend on the nature of the services we provide.

This may include financial, tax, payroll, accounting, business and other information necessary to fulfil our professional obligations and provide accurate advice and services.

We will only collect and use information that is relevant and necessary for the services being provided or for our legal and regulatory obligations.

8. Sharing Your Information

We do not sell or rent your personal information.

We may share information with trusted third parties where this is necessary to provide our services, operate our business or comply with legal obligations.

This may include:

IT and website service providers
Website hosting providers
Email and communication providers
Accounting and software platforms
Professional advisers
Government bodies and regulatory authorities
HMRC and other authorities where legally required
Other service providers working on our behalf

Where third parties process personal information on our behalf, we take reasonable steps to ensure appropriate data protection and security arrangements are in place.

9. Third-Party Services

Our website may contain or use third-party services and embedded content.

For example, the website currently displays customer reviews through a third-party review service and uses B1G1 functionality as part of TABF’s social impact activity.

Third-party services may collect information or set cookies when their content or functionality is loaded or used.

Those providers operate under their own privacy policies and terms.

10. Cookies

Our website uses cookies and similar technologies in connection with certain website functionality.

For example, the b1g1_session cookie associated with api.b1g1.com is used to support B1G1 functionality.

For further information about cookies used on our website, please see our Cookie Policy.

11. Data Security

We take reasonable measures to protect personal information against:

Unauthorised access
Accidental loss
Destruction
Misuse
Alteration
Unauthorised disclosure

However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.

12. How Long We Keep Your Information

We retain personal information only for as long as reasonably necessary for the purposes for which it was collected.

Where you are or have been a client, we may need to retain certain information for longer periods to comply with legal, regulatory, accounting or professional obligations.

When information is no longer required, we will take reasonable steps to securely delete or dispose of it.

13. Your Data Protection Rights

Under UK data protection law, you may have rights including:

The right to be informed about how your personal information is used
The right to access personal information we hold about you
The right to request correction of inaccurate information
The right to request deletion of your information in certain circumstances
The right to restrict processing in certain circumstances
The right to object to certain processing
The right to data portability where applicable
Rights relating to automated decision-making and profiling where applicable

These rights are subject to certain conditions and legal exemptions.

14. How to Exercise Your Rights

If you would like to exercise any of your data protection rights or ask questions about the personal information we hold about you, please contact us:

Email: info@tabf.co.uk
Telephone: 01323 925001

We may need to request additional information to verify your identity before dealing with certain requests.

15. Direct Marketing

Where we send marketing communications, we will do so in accordance with applicable data protection and electronic marketing laws.

You can ask us to stop sending marketing communications at any time.

If you receive marketing emails from us, you can also use the unsubscribe option provided within the email where available.

We will continue to send essential service-related communications where necessary, such as information relating to an existing service or contractual relationship.

16. Third-Party Websites

Our website may contain links to websites operated by third parties.

If you follow a link to another website, that website will have its own privacy policy and terms.

TABF is not responsible for the privacy practices, security or content of third-party websites.

We recommend reviewing the privacy policy of any external website before providing personal information.

17. International Transfers

Some of the service providers we use may process personal information outside the UK.

Where personal information is transferred outside the UK, we will take appropriate steps to ensure that the transfer is carried out in accordance with applicable data protection legislation.

18. Children’s Privacy

Our website and services are primarily intended for businesses, professionals, sole traders and individuals seeking accounting or business support.

We do not knowingly collect personal information from children through our website.

19. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our services, website, technology, legal requirements or data protection practices.

Any changes will be published on this page and the “Last updated” date will be amended accordingly.

20. Contact Us

If you have any questions about this Privacy Policy, our use of your personal information, or your data protection rights, please contact us:

The Accountant’s Best Friend (TABF)