Privacy Policy

At Calm Accounts, we respect your privacy and are committed to protecting your personal data. This Privacy Policy explains how we collect, use and store your information in line with UK GDPR.

What data we collect

  • Name, email, phone number and messages submitted through our contact form or direct communication.
  • Information shared with us in the course of providing accounting services (e.g., records stored in Xero).

How we use your data

We use your data to:

  • Respond to enquiries submitted via the website.
  • Provide accounting and tax services you engage us for.
  • Maintain records required by law (AAT, HMRC, AML regulations).

How we use your data

We use your data to:

  • Respond to enquiries submitted via the website.
  • Provide accounting and tax services you engage us for.
  • Maintain records required by law (AAT, HMRC, AML regulations).

How we store your data

  • Client records are stored securely in Xero (cloud-based software) and on encrypted desktop storage.
  • Emails are stored securely within our email system.
  • We do not transfer your data outside the UK.

Your rights

You have the right to access, correct, restrict or request deletion of your personal data. You may also object to processing or request a copy of your data. To exercise your rights, email roman@calmaccounts.co.uk

Data retention

We retain client records for as long as required by law (typically 6 years for accounting/tax purposes). Enquiry data is kept no longer than necessary.

Contact

For privacy enquiries, please contact: roman@calmaccounts.co.uk

Cookie Policy

Calm Accounts does not use tracking or analytics cookies. Only essential cookies required for basic site functionality may be used. By using this site, you consent to the use of essential cookies.

Website Terms of Use

By using the Calm Accounts website, you agree to the following terms:

  • Content is provided for general information only and does not constitute professional advice.
  • We accept no responsibility for reliance on information provided on this site.
  • External links are provided for convenience; we are not responsible for their content.
  • All intellectual property rights in website content belong to Calm Accounts unless otherwise stated.
  • We may update these terms at any time without notice.

For professional advice tailored to your situation, please contact us directly

Complaints Policy

At Calm Accounts, we aim to provide the highest standard of service. However, if you are unhappy with any aspect of our work, please let us know:

1. Contact us directly by email at roman@calmaccounts.co.uk or WhatsApp on 07478 226 445.

2. We will acknowledge your complaint within 5 business days and aim to resolve it promptly.

3. If you remain unsatisfied, you may refer your complaint to AAT using their professional complaints scheme at: https://www.aat.org.uk/about-aat/complaints.

We take all complaints seriously and use them to improve our services

Footer Compliance Statement

Calm Accounts is run by Roman Burgess, AAT Licensed Accountant (Licence no. 20058990).Registered with the Information Commissioner’s Office (Ref: ZB955100).Covered by Professional Indemnity Insurance with Trafalgar Risk Management Ltd.Fully compliant with UK GDPR, AAT regulations and Anti-Money Laundering legislation.