Privacy Policy

This policy describes the types of information we may collect, why we collect it, and your rights under UK data protection law (including the UK GDPR and the Data Protection Act 2018). It is a summary for transparency; if you become a client, further terms may apply in your engagement letter or contract.

Who We Are

The data controller for personal data processed in connection with this website and our accounting services is 3K Financial & Accounting Services Ltd (“we”, “us”). For privacy-related questions, contact us at info@3kltd.co.uk or 03 300 300 303.

Information We Collect

We may collect and process:

• Contact and identity data – name, email address, phone number, job title, and company name when you fill in forms, email us, or speak with us.
• Client and accounting data – if you instruct us, we process information needed to deliver bookkeeping, tax, payroll, and related services (which may include financial, employee, and business records you provide or authorise us to access).
• Technical data – IP address, browser type, device information, and similar data collected via cookies or analytics where used (see below).

How We Use Your Information

We use personal data to:

• Respond to enquiries and provide quotations;
• Deliver contracted accounting, tax, and related services;
• Meet legal, regulatory, and professional obligations (including anti-money laundering where applicable);
• Improve our website and communications;
• Send service-related messages and, where permitted, relevant updates (you can opt out of non-essential marketing).

Legal Bases

Depending on the activity, we rely on contract (to perform services you request), legal obligation (e.g. tax and regulatory requirements), legitimate interests (e.g. running our practice, IT security, and proportionate marketing), and, where required, consent (e.g. certain cookies or marketing).

Retention

We keep personal data only as long as necessary for the purposes above, including statutory retention periods for accounting and tax records. Enquiry data is typically retained for a limited period unless a relationship continues.

Sharing and International Transfers

We may share data with trusted processors (such as cloud software providers, IT hosts, or payroll platforms) under contracts that require them to protect your information. We may disclose data where required by law or regulation. If any transfer outside the UK occurs, we ensure appropriate safeguards are in place where required.

Your Rights

You may have the right to:

• Access, correct, or erase your personal data;
• Restrict or object to certain processing;
• Data portability (where applicable);
• Withdraw consent where processing is consent-based;
• Lodge a complaint with the Information Commissioner’s Office (ICO) – see ico.org.uk.

To exercise your rights, contact info@3kltd.co.uk or 03 300 300 303. We may need to verify your identity before responding.

Cookies

Our site may use essential cookies to operate securely. Where we use non-essential cookies or analytics, we will align with applicable consent requirements and update this policy or our cookie notice accordingly.

Changes

We may update this policy from time to time. The “Last updated” date at the top will change when we do; material changes may be highlighted on our website or by email where appropriate.

Disclaimer: This page is for general information and does not constitute legal advice. For your specific situation, consider independent legal counsel.