Privacy Policy

Our contact details:
Blissful Bookkeeping
Email: hello@blissfulbookkeeping.co.uk

• Identity Information: Full name, date of birth, National Insurance number, and business details.
   
• Contact Information: Address, email address, and phone numbers.
   
• Financial Information: Bank account details, transaction history, invoices, receipts, and payroll data.
   
• Tax and Compliance Information: UTR number, VAT registration details, CIS information, and other tax-related data.
   
• Technical Data: IP address, browser type, and information collected through cookies when you visit our website.
   
• Communication Data: Emails, messages, and other correspondence between us.
   

We collect your data through:

• Direct interactions: When you contact us, sign an engagement letter, or provide documents.
   
• Third parties: Accountants, HMRC, Xero, or payroll providers you authorise us to liaise with.
   
• Website usage: Through cookies and analytics when you visit our site.
   

We will only use your personal data when the law allows us to. We use your data for:

• Providing our services: Bookkeeping, tax returns, and compliance.
   
• Managing your account: Invoicing and payments.
   
• Legal obligations: Meeting anti-money laundering and tax compliance requirements.
   
• Communication: Updates about your account, reminders, and important notices.
   
• Improving services: Internal analysis and record-keeping.
   

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

• Contract: To perform the services you have requested.
   
• Legal Obligation: For compliance with laws (e.g., HMRC, AML regulations).
   
• Legitimate Interest: To operate and improve our business services.
   
• Consent: Where you have given explicit consent (e.g., for marketing communications).
   

We may share your data with:

• Regulatory bodies: HMRC or other government authorities.
   
• Service providers: Xero, IT support, and cloud storage providers.
   
• Professional advisers: Accountants, auditors, or legal advisers.
   
• Third-party compliance tools: For AML checks, where necessary.
   

We will never sell your personal data.

We retain your personal data for 6 years after the end of our business relationship, or as long as required by law, for tax and compliance purposes.

Under GDPR, you have the following rights:

• Access: Request a copy of your personal data.
   
• Rectification: Correct inaccurate or incomplete data.
   
• Erasure: Request deletion of your data where lawful.
   
• Restriction: Limit how your data is processed.
   
• Portability: Request your data in a structured, machine-readable format.
   
• Object: To certain processing activities, such as direct marketing.
   
• Withdraw Consent: At any time where consent is the legal basis.
   

To exercise your rights, email us at hello@blissfulbookkeeping.co.uk

We implement strong security measures to protect your data, including:

• Encrypted storage and transmission.
   
• Password-protected files and secure servers.
   
• Access controls for authorised personnel only.
   

Our website uses cookies for functionality and analytics. You can manage your cookie preferences through your browser settings.

If you have concerns about how we handle your data, please contact us first at [hello@blissfulbookkeeping.co.uk
You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at www.ico.org.uk.

We may update this policy from time to time. The latest version will always be available on our website