Platform Accountants

Derby House Chambers, Suite 7, Lytham Road, Preston PR2 8JE support@platformaccountants.co.uk 01772 702000
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Privacy Policy

How we collect, use, and protect your personal data.
Last updated: April 2026  ·  UK GDPR Compliant  ·  Data Protection Act 2018
Privacy Policy — Platform Accountants

Your privacy matters to us. This policy explains what personal data we collect, why we collect it, how we use it, and your rights under UK law. Platform Accountants is a trading name of Platform Financial Services Limited. We are the data controller for all personal data collected through this website and our services.

01

What Law Covers This Policy

We follow the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

These laws give you rights over your personal data. This policy explains those rights and how we honour them.

02

What Personal Data We Collect

We collect personal data in two ways — data you give us directly, and data collected automatically when you use our website.

Data you give us directly:

  • Your full name
  • Your email address
  • Your phone number
  • Your home or business address
  • Your financial records including bank statements, invoices, and receipts
  • Your National Insurance number where relevant to preparing your tax documents
  • Any other information you choose to send us

Data collected automatically:

  • Your IP address
  • Browser type and version
  • Pages visited on our website
  • Time and date of your visit
  • How you arrived at our website
03

Why We Collect Your Data

We only collect data we actually need. Here is why we collect each type.

Provide services
We use your financial information to prepare your tax documents. Without this we cannot complete your work.
Communicate
We use your name, email, and phone number to send completed documents and keep you updated.
Process payment
Your payment details are processed securely by our payment provider. We do not store your card details.
Improve website
We use anonymised analytics data to understand how people use our website and improve it.
Legal obligations
We may be required to retain certain records under UK law.
04

Our Legal Basis for Processing Your Data

Under UK GDPR we must have a lawful basis for processing your personal data. Our bases are as follows.

Contract
We process your data to fulfil the service you have purchased from us.
Legitimate interests
We process certain data to operate and improve our business, where this does not override your rights.
Legal obligation
We process data where required to comply with UK law.
Consent
Where we rely on your consent, such as for marketing, you can withdraw that consent at any time.
05

How We Store Your Data

We store your data securely using appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or destruction.

Your data is stored on secure servers within the United Kingdom or the European Economic Area.

We retain your data for as long as necessary to provide our services and comply with our legal obligations. In most cases this is six years from the end of the tax year to which the data relates, in line with HMRC record keeping requirements. After this period your data is securely deleted.
06

Who We Share Your Data With

We do not sell your personal data to third parties. Ever.

We may share your data with the following categories of third parties where necessary.

  • Payment processors — to handle your payment securely. They are bound by their own data protection obligations.
  • IT and software providers — companies that help us operate our website and business systems. They only process your data on our instructions.
  • Legal or regulatory authorities — where we are required by law to disclose information.

We do not share your data with any other third parties without your consent.

07

Cookies

Our website uses cookies — small text files stored on your device when you visit a website.

Essential
Necessary for the website to function. You cannot opt out of these.
Analytics
Help us understand how visitors use our website. You can opt out of analytics cookies.
Preference
Remember your settings and preferences on our website.

When you first visit our website you will be asked to accept or decline non-essential cookies. You can change your cookie preferences at any time through your browser settings.

08

Your Rights Under UK GDPR

You have the following rights over your personal data.

Right to Access
Request a copy of the personal data we hold about you.
Right to Rectification
Ask us to correct inaccurate or incomplete data.
Right to Erasure
Ask us to delete your personal data in certain circumstances.
Right to Restrict
Ask us to limit how we use your data in certain circumstances.
Right to Portability
Ask us to provide your data in a portable format.
Right to Object
Object to processing where we rely on legitimate interests.
Withdraw Consent
Where we rely on consent, withdraw it at any time.
To exercise any of these rights, contact us at support@platformaccountants.co.uk. We will respond within one calendar month.
09

Marketing Communications

We do not send marketing emails without your consent.

If you have given us consent to contact you about our services, you can withdraw that consent at any time by emailing support@platformaccountants.co.uk or by clicking unsubscribe in any email we send you.

10

Third Party Links

Our website may contain links to third party websites. We are not responsible for the privacy practices of those websites. We recommend you read their privacy policies before providing any personal data to them.

11

How to Complain

If you are unhappy with how we have handled your personal data, please contact us first at support@platformaccountants.co.uk. We will do our best to resolve your concern promptly.

If you remain unhappy after contacting us, you have the right to complain to the Information Commissioner's Office (ICO).

ICO Contact Details Website: ico.org.uk  ·  Helpline: 0303 123 1113
Address: Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF
12

Changes to This Policy

We may update this Privacy Policy from time to time. The date at the top of this page shows when it was last updated.

If we make significant changes we will notify you by email where we hold your contact details. Continued use of our website after any update means you accept the updated policy.

Questions about your data?

We're happy to help. Get in touch and we'll respond within one working day.

support@platformaccountants.co.uk →
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