This policy covers how Curran Bookkeeping & Admin Services (we) handle both personal and non personal information that we collect to ensure our compliance with the General Data Protection Regulation which takes effect on 25th May 2018.
WHAT INFORMATION WE COLLECT ABOUT YOU
Personal data means any information capable of identifying an individual. It does not include anonymised data.
We may process certain types of personal data about you as follows:
• Identity Data may include your first name, maiden name, last name, username, marital status, title, date of birth and gender.
• Contact Data may include your billing address, delivery address, email address and telephone numbers.
• Financial Data may include your bank account and payment card details.
• Transaction Data may include details about payments between us and other details of purchases made by you.
• Technical Data may include your login data, internet protocol addresses, browser type and version, browser plug-in types and versions, time zone setting and location, operating system and platform and other technology on the devices you use to access this site.
We do not collect any Sensitive Data about you. Sensitive data refers to data that includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data. We do not collect any information about criminal convictions and offences.
HOW WE COLLECTS YOUR PERSONAL DATA
We collect through Direct interactions: You may provide data by filling in forms or by communicating with us by post, phone, email or otherwise, including when you:
• Request a quote for our services;
• Come onboard as a client of our services;
Automated technologies or interactions:
our site may automatically collect Technical Data using Google Analytics which is anonymised and can’t track the behaviour of individual users
HOW WE USE YOUR PERSONAL DATA
We will only use your personal data when legally permitted. The most common uses of your personal data are:
• Where we need to perform the contract between us.
• Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
• Where we need to comply with a legal or regulatory obligation.
WHY WE PROCESSES PERSONAL DATA
We intend to use your personal data on legal grounds on which we will process such data. We may process your personal data for more than one lawful ground, depending on the specific purpose for which we are using your data.
• To register you as a new customer
• To process and deliver our service including:
• To manage our relationship with you which will include:
• To administer and protect our business and our site (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data)
• To deliver relevant content and advertisements to you and measure and understand the effectiveness of our advertising
• To make suggestions and recommendations to you about goods or services that may be of interest to you
CHANGE OF PURPOSE
We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If we need to use your personal data for a purpose unrelated to the purpose for which we collected the data, we will notify you and we will explain the legal ground of processing.
We may process your personal data without your knowledge or consent where this is required or permitted by law.
DISCLOSURES OF YOUR PERSONAL DATA TO OTHERS
Your data may be shared internally, we may have to share your personal data with the parties set out below:
HMRC – Government
Live Drive – Cloud Back Up
Quickbooks – Accounting Software
1&1 – E-mail Provider
Toggle – Time Keeping App
Google Drive – File Storage
Veriphy – MLR Checks
Moneysoft – Payroll Software
Signable – E Signature Service
We require all third parties to whom we transfer your data to respect the security of your personal data and to treat it in accordance with the law. We only allow such third parties to process your personal data for specified purposes and in accordance with our instructions.
Webroot is installed on our PC’s as appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed.
We limit access to your personal data to third parties who have a business need to know such data. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.
Procedures are in place to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.
We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.
To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.
By law we have to keep basic information about our customers (including Contact, Identity, Financial and Transaction Data) for six years after they cease being customers for tax purposes.
In some circumstances you can ask us to delete your data: see below for further information.
YOUR LEGAL RIGHTS
As a data subject, you have a number of rights. You can:
• access and obtain a copy of your data on request;
• require us to change incorrect or incomplete data;
• require us to delete or stop processing your data, for example where the data is no longer necessary for the purposes of processing; and
• object to the processing of your data where we are relying on our legitimate interests as the legal ground for processing.
If you would like to exercise any of these rights, please email firstname.lastname@example.org If you believe that we have not complied with your data protection rights, you can complain to the Information Commissioner.
You will not have to pay a fee to access your personal data , however, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.
We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.