Clyde Valley Accounting Ltd is committed to protecting your personal data and handling it responsibly in accordance with applicable data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

This notice explains how we collect, use and protect personal data when providing accounting, taxation, bookkeeping and advisory services.

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Who

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Clyde Valley Accounting Ltd is the data controller responsible for your personal data.

If you have any questions about this notice or how we process personal data, you can contact us at:

Email: info@clydeaccounts.co.uk
Business Name: Clyde Valley Accounting Ltd

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Information collected

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In order to provide our services, we may collect and process personal data including:

• Name, address and contact details

• Date of birth and identification documents

• National Insurance numbers and tax references

• Financial information and business records

• Payroll and employee information where relevant

• Bank account and transaction information

• Information required to comply with anti-money laundering regulations

• Information provided through email, accounting software, document portals and other digital systems used as part of our services

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How your information is used

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Personal data is processed for purposes including:

• Providing accounting, bookkeeping, taxation and advisory services

• Preparing and submitting information to HM Revenue & Customs

• Communicating with you regarding your financial affairs

• Complying with legal and regulatory obligations

• Administering our engagement and managing billing

• Carrying out identity verification checks where required

• Maintaining accurate client records and supporting documentation

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Lawful basis for processing

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Personal data is processed on one or more of the following legal bases:

• Performance of a contract – where processing is necessary to provide agreed services

• Compliance with legal obligations – including tax, anti-money laundering and regulatory requirements

• Legitimate interests – in managing and operating our business efficiently and securely

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Sharing your information

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Personal data may be shared where necessary with:

• HM Revenue & Customs

• Regulatory or professional bodies

• Professional advisers and insurers

• Software providers used to deliver our services, including cloud accounting platforms

• Identity verification and anti-money laundering service providers

All third parties are expected to maintain appropriate security and confidentiality measures.

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Electronic communication and cloud software

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In providing services, we may use email, cloud accounting software, secure portals, document storage systems and other digital platforms to receive, store and process personal data.

By engaging us, you acknowledge that information may be transmitted and stored electronically using reputable third-party systems selected to support the delivery of our services.

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Data security

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We take appropriate technical and organisational measures to protect personal data against unauthorised access, loss, misuse, alteration or disclosure.

Information is stored securely and access is restricted to authorised personnel.

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Data retention

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We retain records only for as long as necessary to fulfill the purposes for which they were collected and to meet legal, regulatory and professional obligations.

In most cases, accounting and taxation records are retained for a minimum of six years, although longer retention periods may apply where required.

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Your rights

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Under data protection legislation you have the right to:

• Request access to your personal data

• Request correction of inaccurate or incomplete data

• Request erasure of personal data in certain circumstances

• Request restriction of processing

• Object to certain processing activities

• Lodge a complaint with the Information Commissioner’s Office (ICO)

• Further information about your rights is available from the Information Commissioner’s Office at www.ico.org.uk.

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Updates to this notice

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This Privacy Notice may be updated from time to time to reflect changes in legal, regulatory or operational requirements. The most recent version will always be available on our website.

Last updated: March 2026