Privacy Policy

LZ & Co Accounting 

LZ & Co Accounting is committed to protecting your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

This Privacy Notice explains how we collect, use, store and protect personal data when providing our services.

1. Who we are (Data Controller)

LZ & Co Accounting is a sole practitioner accounting practice and acts as the data controller for the personal data we process.

Contact details:
Email: info@lzaccounting.co.uk
Business name: LZ & Co Accounting
Regulatory body: Association of Accounting Technicians (AAT)

If you have any questions about this Privacy Notice or how we handle your data, please contact us using the details above.

LZ & Co Accounting is registered with the Information Commissioner’s Office (ICO) under registration number [ZC103073].

2. Personal data we collect

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

• Personal      identification information
      (such as name, address, date of birth, contact details)
• Business      and financial information
      (such as accounting records, invoices, bank statements and transaction      data)
• Identity      verification information
      (such as copies of identification documents, proof of address and      beneficial ownership details)
• Correspondence      and communications
      (emails, letters and notes relating to our services)

3. How we use your personal data

We use personal data for the following purposes:

• To      provide accounting, bookkeeping and related services agreed with you
• To      comply with legal and regulatory obligations, including:
  • HMRC       requirements
  • Money       Laundering, Terrorist Financing and Transfer of Funds Regulations 2017
  • AAT       regulatory requirements
• To      manage our business relationship with you
• To      respond to enquiries, complaints or legal matters

4. Lawful basis for processing

Under UK GDPR, we process personal data using the following lawful bases:

• Performance      of a contract
      where processing is necessary to deliver the services agreed with you
• Legal      obligation
      where we are required to process personal data to comply with legal or      regulatory requirements, including obligations under the Money Laundering,      Terrorist Financing and Transfer of Funds (Information on the Payer)      Regulations 2017, tax legislation, and professional body regulations
• Legitimate      interests
      for practice management, record keeping and protecting our business,      provided these interests do not override your rights

5. Sharing your personal data

We only share personal data where necessary and appropriate, including with:

• HM      Revenue & Customs (HMRC)
• The      Association of Accounting Technicians (AAT)
• Anti-money      laundering verification providers
• Accounting      software providers or IT service providers, where relevant to delivering      services
• Other      parties where disclosure is required by law

We do not sell personal data to third parties.

Where we use cloud-based software providers, personal data may be processed outside the UK. In such cases, we ensure appropriate safeguards are in place in accordance with UK GDPR.

6. Data retention

We retain personal data only for as long as necessary:

• Accounting      and business records are normally retained for at least 6 years
• Anti-money      laundering records are retained for 5 years after the end of the      business relationship

Records may be retained in electronic form.

7. Your rights

Under UK GDPR, you have the right to:

• Request      access to your personal data
• Request      correction of inaccurate or incomplete data
• Request      erasure of personal data, where applicable
• Request      restriction of processing
• Object      to processing in certain circumstances
• Request      data portability, where applicable

Some rights may be limited where we are required to retain data by law.

8. Complaints

If you are unhappy with how we handle your personal data, please contact us first so we can try to resolve the issue.

You also have the right to complain to the Information Commissioner’s Office (ICO):

Website: www.ico.org.uk
Helpline: 0303 123 1113

9. Updates to this Privacy Notice

We may update this Privacy Notice from time to time.
The latest version will be provided to you and will apply from the date it is issued.

10. Data Security

We take appropriate technical and organisational measures to protect personal data, including secure cloud storage, password protection, encryption where appropriate, and restricted access to client information.

11. Website Data

When you use our website, we may collect personal data submitted via contact forms.
Our website may also use security features such as reCAPTCHA to prevent spam.
Technical information such as IP address and browser type may be collected automatically. Our website may also use cookies or analytics tools to understand website usage and improve functionality.