Privacy Policy

Last Updated: 6 July 2026

Who We Are

Beyond Bookkeeping is a UK accountancy practice providing remote bookkeeping, payroll, VAT, tax and accounting services to businesses and individuals throughout the UK.

If you have any questions about this Privacy Policy or how we use your personal information, please contact us via our website:

https://www.beyondbookkeeping.app

Information We Collect

We may collect the following information when you interact with our website or services:

Name
Email address
Telephone number
Business name
Information you provide in enquiry forms
Information submitted through Google Ads lead forms
Information submitted when booking appointments through Calendly
Information required to provide accountancy and bookkeeping services
Technical information such as IP address, browser type and device information

How We Use Your Information

We use your information to:

Respond to enquiries
Provide quotations
Arrange consultations
Deliver bookkeeping and accounting services
Manage client relationships
Comply with legal and regulatory obligations
Improve our website and services
Communicate with you about your enquiry or our services
Send marketing communications where you have consented

Legal Basis for Processing

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

Your consent
Performance of a contract
Compliance with legal obligations
Legitimate interests in operating and improving our business

Third-Party Services We Use

To provide our services we may securely share information with trusted service providers including:

Wix (website hosting)
Google Workspace (email and communication)
Google Ads
Google Analytics (where enabled)
Google Tag Manager (where enabled)
HubSpot CRM
Karbon Practice Management
Xero
Hubdoc
Calendly
Stripe (payment processing)
Microsoft 365
Microsoft Teams
Google Voice
HM Revenue & Customs (where required)
Companies House (where required)

Each provider processes data under their own privacy policies and appropriate security measures.

Marketing

If you choose to receive marketing communications, we may contact you by email regarding our services, updates or offers.

You may unsubscribe at any time.

Google Ads Lead Forms

If you submit a Google Ads lead form, your information is securely transmitted to Beyond Bookkeeping so we can respond to your enquiry and provide information about our services.

Data Processors

As part of providing our services we may use trusted third-party providers including:

Wix (website hosting)
Google Workspace
Google Ads
Google Analytics
Google Tag Manager
Karbon (practice management)
HubSpot (CRM)
Xero
Hubdoc
Calendly
Stripe (where applicable)
Microsoft 365
Microsoft Teams
Google Voice
HM Revenue & Customs (HMRC)
Companies House

These providers process personal data only where necessary to deliver our services or operate our business.

Professional Obligations

As an accountancy practice, we may be legally required to retain certain information to comply with:

UK tax legislation
Companies House requirements
Anti-Money Laundering (AML) regulations
Professional and regulatory obligations

Where required by law, we may retain information for longer than would otherwise be necessary.

Cookies

Our website may use cookies and similar technologies to:

Improve website performance
Analyse visitor behaviour
Measure advertising performance
Enhance user experience

You can control cookies through your browser settings.

Data Security

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

Data Retention

We only retain personal information for as long as necessary to:

Provide our services
Meet legal and regulatory obligations
Resolve disputes
Enforce agreements

Your Rights

Depending on your circumstances, you may have the right to:

Access your personal information
Correct inaccurate information
Request deletion of your information
Restrict processing
Object to processing
Request data portability
Withdraw consent where processing is based on consent

To exercise these rights, please contact us using the details on our website.

Changes to this Policy

We may update this Privacy Policy from time to time. Any updates will be published on this page.

Contact Us

If you have any questions regarding this Privacy Policy or how we process your personal information, please contact:

Beyond Bookkeeping Accountants Ltd

Companies House Registration Number: SC696716

5 South Charlotte Street
Edinburgh
EH2 4AN

Telephone: 01224 077927

Email: info@beyondbookkeeping.app

Website: https://www.beyondbookkeeping.app