Privacy Policy

We are committed to protecting your privacy. This Privacy Notice explains how we collect, use, store, and protect your personal data in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018 (DPA 2018).

 

Who We Are

Crosspoint Tax is an accountancy firm registered in the United Kingdom. Our registered office is at 167-169 Great Portland Street, 5th Floor, London, W1W 5PF.

We are registered with the Information Commissioner's Office (ICO) with reference ICO:00019035808.

What Personal Data We Collect

We may collect the following categories of personal data:

  • Identity Data: Name, date of birth, gender, national insurance number, passport details.

  • Contact Data: Address, email address, phone numbers.

  • Financial Data: Bank account details, tax information, income, expenditure, investments, pensions.

  • Transactional Data: Payments to and from you and details of services you use.

  • Technical Data: IP address, browser type, and other technology on the devices you use to access our website.

  • Other Data: Employment details, marital status, dependents, and other data necessary to provide accountancy services.

How We Collect Your Data

We collect your personal data in the following ways:

  • Directly from you during consultations, through forms, emails, and phone calls.

  • From third parties, such as HM Revenue & Customs (HMRC), your employer, or financial institutions.

  • Through our website via cookies and similar technologies.

How We Use Your Personal Data

We use your personal data for the following purposes:

  • To provide accountancy, tax, and related advisory services.

  • To communicate with you regarding our services.

  • To comply with legal and regulatory obligations, such as anti-money laundering (AML) regulations.

  • For billing and payment purposes.

  • To improve our services and client experience.

Legal Basis for Processing

We process your personal data based on the following legal grounds:

  • Contract: To perform the contract we have with you or to take steps at your request before entering into a contract.

  • Legal Obligation: To comply with our legal obligations, including AML regulations and tax laws.

  • Legitimate Interests: To manage and develop our business.

  • Consent: Where you have explicitly provided your consent for specific purposes.

Sharing Your Data

We may share your personal data with:

  • HMRC, Companies House, and other regulatory authorities.

  • Our professional advisors and insurers.

  • Service providers, such as IT support and cloud storage providers.

  • Other third parties where required by law.

 We will never sell your personal data.

Data Retention

We retain your personal data for as long as necessary to fulfil the purposes outlined in this notice and to comply with legal obligations. Typically, this is for at least six years after the end of our relationship with you.

Your Rights

Under the UK GDPR, you have the following rights:

  • Access: To access the personal data we hold about you.

  • Correction: To request corrections to inaccurate or incomplete data.

  • Erasure: To request the deletion of your data, subject to legal requirements.

  • Restriction: To restrict the processing of your data under certain circumstances.

  • Portability: To request a copy of your data in a machine-readable format.

  • Objection: To object to the processing of your data in certain situations.

To exercise your rights, please contact us using the details below.

Data Security

We implement appropriate technical and organizational measures to protect your personal data from unauthorized access, loss, or misuse. These include secure data storage, encrypted communications, and restricted access to your data.

International Transfers

We do not routinely transfer your data outside the UK. We do not use offshore preparation services. If we need to do so, we will ensure appropriate safeguards are in place.

Contact Us

If you have any questions about this Privacy Notice or wish to exercise your rights, please contact us:

 info@crosspointtax.co.uk

T: 0204 553 8824

Complaints

If you are not satisfied with how we handle your data, you can contact the Information Commissioner's Office (ICO):

Website: https://ico.org.uk/
Phone: 0303 123 1113
Address: Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF

Updates to This Privacy Notice

We may update this Privacy Notice from time to time. The latest version will always be available on our website or upon request.