Privacy Policy

Privacy Policy

Last updat­ed: 06/11/2025

1. Intro­duc­tion

Genisys Account­ing (“we”, “our”, “us”) is com­mit­ted to pro­tect­ing your per­son­al data and respect­ing your pri­va­cy.

This Pri­va­cy Pol­i­cy explains how we col­lect, use, dis­close, and pro­tect your per­son­al infor­ma­tion when you use our account­ing, book­keep­ing, tax, or con­sul­tan­cy ser­vices.

We com­ply with the UK Gen­er­al Data Pro­tec­tion Reg­u­la­tion (UK GDPR), the Data Pro­tec­tion Act 2018, and oth­er rel­e­vant data pro­tec­tion laws.

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2. Who We Are

Busi­ness Name: Genisys Account­ing
Address: 3 Bayliss Cen­tre, 147 High Street, Street, Som­er­set, BA16 0EX
Tele­phone: 01278 233029
Email: hello@genisysaccounting.co.uk
ICO Reg­is­tra­tion Num­ber: ZB984310

We act as the Data Con­troller for the per­son­al data we col­lect and process.

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3. What Infor­ma­tion We Col­lect

We may col­lect and process the fol­low­ing types of per­son­al data:

Client Data

• Name, address, email address, and tele­phone num­ber
• Date of birth and Nation­al Insur­ance num­ber
• Finan­cial and tax infor­ma­tion (e.g. income, expens­es, pay­roll, VAT, pen­sions, invest­ments)
• Busi­ness and account­ing records
• Bank account details and pay­ment infor­ma­tion
• Iden­ti­fi­ca­tion doc­u­ments (for AML/KYC pur­pos­es)

Web­site & Mar­ket­ing Data

• Con­tact details sub­mit­ted through our web­site or forms
• IP address, brows­er type, and usage data
• Mar­ket­ing pref­er­ences and com­mu­ni­ca­tion his­to­ry

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4. How We Col­lect Your Data

We col­lect data:

• Direct­ly from you (in per­son, email, phone, web­site, or client por­tal)
• From third par­ties such as HMRC, Com­pa­nies House, or your employ­er
• From pub­licly avail­able sources (e.g. Com­pa­nies House, pro­fes­sion­al direc­to­ries)

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5. How We Use Your Data

We use your data to:

• Pro­vide account­ing, book­keep­ing, pay­roll, and tax ser­vices
• Com­ply with our legal oblig­a­tions (e.g. tax fil­ings, anti-mon­ey laun­der­ing checks)
• Man­age our client rela­tion­ships and com­mu­ni­ca­tions
• Process invoic­es, pay­ments, and finan­cial records
• Improve our ser­vices and com­ply with pro­fes­sion­al stan­dards
• Send rel­e­vant updates, newslet­ters, or ser­vice infor­ma­tion (with your con­sent)

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6. Legal Basis for Pro­cess­ing

We process your data under one or more of the fol­low­ing legal bases:

• Con­trac­tu­al neces­si­ty – to per­form our con­tract with you
• Legal oblig­a­tion – to com­ply with UK tax, com­pa­ny, and anti-mon­ey laun­der­ing laws
• Legit­i­mate inter­ests – to man­age our busi­ness and client rela­tion­ships
• Con­sent – where you have agreed to receive mar­ket­ing or updates

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7. Data Shar­ing

We may share your data with:

• HM Rev­enue & Cus­toms (HMRC) and oth­er gov­ern­ment bod­ies
• Soft­ware providers (e.g. account­ing, pay­roll, or CRM sys­tems)
• Pro­fes­sion­al advis­ers such as audi­tors or legal coun­sel
• Banks and pay­ment proces­sors
• Sub­con­trac­tors or con­sul­tants work­ing under con­fi­den­tial­i­ty agree­ments

We will nev­er sell your data to third par­ties.

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8. Data Reten­tion

We retain per­son­al data only as long as nec­es­sary to ful­fil our legal, reg­u­la­to­ry, and pro­fes­sion­al oblig­a­tions.
Typ­i­cal­ly, account­ing records are kept for at least six years after the end of the finan­cial year.

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9. Data Secu­ri­ty

We imple­ment appro­pri­ate tech­ni­cal and organ­i­sa­tion­al mea­sures to pro­tect your per­son­al data from loss, mis­use, or unau­tho­rised access.
This includes secure sys­tems, encrypt­ed com­mu­ni­ca­tions, and con­trolled data access.

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10. Inter­na­tion­al Trans­fers

Your data is nor­mal­ly processed with­in the UK. If we use soft­ware or third-par­ty ser­vices that trans­fer data out­side the UK, we ensure ade­quate safe­guards are in place (e.g. stan­dard con­trac­tu­al claus­es).

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11. Your Rights

Under data pro­tec­tion laws, you have the right to:

• Access your per­son­al data
• Request cor­rec­tion of inac­cu­rate infor­ma­tion
• Request era­sure of your data (in cer­tain cir­cum­stances)
• Restrict or object to pro­cess­ing
• Data porta­bil­i­ty
• With­draw con­sent (where pro­cess­ing is based on con­sent)
• Lodge a com­plaint with the Infor­ma­tion Commissioner’s Office (ICO)

For more details, vis­it www.ico.org.uk.

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12. Con­tact Us

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

Data Pro­tec­tion Offi­cer / Pri­va­cy Con­tact:
Nathan Cro­ker
nathan@genisysaccounting.co.uk
01278 233029
3 Bayliss Cen­tre, 147 High Street, Street, Som­er­set, BA16 0EX