Last updated: 12 June 2026

This Privacy Notice for Colleen Brady Accountancy Ltd (“we”, “us”, or “our”) explains how and why we collect, store, use, and share (“process”) your personal information when you use our accounting and tax services (“Services”), including when you:

• Contact us for bookkeeping, accounting, or tax return services
• Provide financial information for compliance or reporting
• Engage with us in any related way, including enquiries, onboarding, or consultations

If you have any questions or concerns, please contact us at: colleen@colleenbradyaccountancy.co.uk

SUMMART OF KEY POINTS

• We collect personal and financial information necessary to deliver accounting and tax services.
• We process your information to comply with legal, tax, and regulatory obligations, including HMRC requirements and AML regulations.
• We do not sell your data.
• We may share information with HMRC, regulators, software providers, or professional partners where required.
• You may have rights regarding your personal information depending on your location.
• You can exercise your rights by contacting us.

1. WHAT INFORMATION DO WE COLLECT?

Personal information you provide to us

We collect personal information that you voluntarily provide when you:

• Request accounting or tax services
• Complete onboarding forms
• Provide financial documents
• Communicate with us by email, phone, or online

This may include:

• Name
• Email address
• Phone number
• Postal address
• Date of birth
• National Insurance number
• UTR (Unique Taxpayer Reference)
• Company registration details
• VAT registration details

Financial and business information 

To provide accounting and tax services, we may collect:

• Bank statements
• Income and expense records
• Payroll information
• Invoices and receipts
• Tax returns
• Financial statements
• Bookkeeping records
• Identification documents (for AML checks)

Information automatically collected

If you access our online resources, we may collect:

• IP address
• Browser and device information
• Usage data

This helps maintain security and performance.

2. HOW DO WE PROCESS YOUR INFORMATION?

Enquiries Received from the Irish Rose Group Website & AI Call-Handling

We may receive your enquiry after it has been captured or transcribed by AI call‑handling software used on the Irish Rose Group website. The AI system may record or transcribe your call before routing it to us. This allows us to receive accurate information and respond efficiently to your enquiry.

Once your enquiry is passed to us, we process your information in accordance with this Privacy Notice and only for the purpose of delivering accounting, bookkeeping, or tax services.

We process your information to:

• Provide accounting, bookkeeping, and tax services
• Prepare and submit tax returns
• Maintain financial records
• Communicate with you about your accounts
• Verify your identity (AML compliance)
• Meet legal, tax, and regulatory obligations
• Maintain internal records
• Improve our services

We may also process your information with your consent for optional services.

We do not use automated decision‑making that produces legal or significant effects.

3. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

We may share your information in the following situations:

HMRC and regulatory bodies

We may share your information with:

• HM Revenue & Customs (HMRC)
• Other government or regulatory authorities
• Anti‑money‑laundering supervisors

Professional partners

We may share information with:

• Accountancy software providers (e.g., QuickBooks, Xero, FreeAgent)
• Payroll processors
• Professional advisers (e.g., auditors, legal advisers)

Legal requirements

We may share your information to:

• Comply with legal obligations
• Respond to lawful requests
• Protect our rights, property, or safety

We do not sell your personal information.

4. HOW LONG DO WE KEEP YOUR INFORMATION?

We keep your information only as long as necessary to:

• Provide our Services
• Maintain accurate financial records
• Comply with HMRC, tax, and accounting regulations

Retention periods

• Accounting and tax records: 6 years minimum (HMRC requirement)
• AML identity checks: 5 years
• General enquiries: up to 12 months

When no longer required, data is securely deleted or anonymised.

5. DO WE COLLECT INFORMATION FROM MINORS?

We do not knowingly collect data from individuals under 18.

6. WHAT ARE YOUR PRIVACY RIGHTS?

You may have the right to:

• Access your personal data
• Correct inaccurate information
• Request deletion (where legally permitted)
• Withdraw consent
• Object to certain processing
• Request a copy of your data

Some rights may be limited due to:

• HMRC requirements
• AML regulations
• Legal record‑keeping obligations

To exercise your rights, email:  colleen@colleenbradyaccountancy.co.uk

7. CONTROLS FOR DO-NOT-TRACK FEATURES

We do not currently respond to Do‑Not‑Track signals.

8. DO WE MAKE UPDATES TO THIS NOTICE?

Yes. We may update this notice to remain compliant with relevant laws. The updated version will be indicated by the revised date at the top.

9. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

Colleen Brady Accountancy Ltd   Ascot, Berkshire United Kingdom colleen@colleenbradyaccountancy.co.uk

10. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?