Privacy and Cookie Policy

www.liberateac.co.uk and its subdomains(Website) is brought to you by Liberate Accountants Limited, a company incorporated and registered in England and Wales under company number 14008043, whose registered office address is at 60 St Martin's Lane, Covent Garden. London, WC2N 4JS.

We take the privacy of our clients, employees and visitors to our Website (you) very seriously. Please read this privacy policy (Policy) carefully as it contains important information about how your personal data will be used.

Liberate Accountants ('we' or 'us') collects, uses and is responsible for certain personal information about you. When we do so we are regulated under the General Data Protection Regulation which applies across the European Union (including in the United Kingdom) and the Data Protection Act 2018. We are responsible as the 'data controller' of that personal information for the purposes of those laws.

We are registered with the UK Information Commissioner's Office (ICO) as a data controller under registration number ZB395768.

Information that you provide

We will obtain personal information from you when you send feedback, post material, contact us for any reason and by any medium, sign up to a service, share information via the Website's social media functions, or report a problem with the Website.

We collect data that is specifically and voluntarily provided by a visitor to our website. In most circumstances, this data includes limited identifiable information. Where we store any information collected via our website we will ensure that it is adequately protected.

We may ask you to provide sensitive personal data from time to time which may include data relating to health conditions or for equality purposes. If such data is requested, you will be given additional information as to why the sensitive personal data is being requested and how it will be used.

We may retain a record of any contact you make with us.

Personal Information about other individuals

If you give us information on behalf of someone else, you confirm that the other person has appointed you to act on his/her behalf and has agreed that you can:

• give consent on his/her behalf to the processing of his/her data;
• receive on his/her behalf any data protection notices;
• give consent to any transfer of his/her data;

Information from third parties

Occasionally we may receive information about you from other sources, which will be added to the information already held about you in order for us to help supply our services and products to you.

Information that will be collected automatically

Cookies: We may monitor your use of the Website through the use of cookies and similar tracking devices. For example, we may monitor how many times you use the Website, which pages you go to and traffic data. This information helps to build a profile of users to the Website. Some of this data will be aggregated or statistical, which means that we will not be able to identify you individually. For further information on the use of cookies on the Website, please see the sections on cookies below.

We will use your personal data for the following purposes:

• to register for certain areas of the site;
• to help identify you and any accounts you hold with us;
• to enquire for further information;
• to provide our services;
• administration;
• fraud prevention, financial crime and detection;
• invoicing for services to be supplied;
• to distribute requested reference materials;
• customising the Website and its content to your particular preferences;
• to notify you of any changes to the Website or to our services or products that may affect you;
• improving our services and products.

Under laws that are designed to protect your personal data, we need to have what is called a lawful basis or ground each time we use, share or otherwise process your personal data.

By reading and agreeing to this Privacy Policy, you are consenting to us processing your personal data as detailed within this Privacy Policy.

We may also need to process your personal data to comply with any legal obligations which may be applicable. Likewise, we may process your personal data where this is in the public interest or it is to protect your vital interests, but this will only be in rare circumstances.

In most cases, our processing of your personal data is necessary for the performance of our services to you.

When we say "legitimate interests", we mean our (or a third party's) interests in enabling us to provide our services to you as efficiently and securely as possible. For example, we may choose to use a third party to store your personal data; we may do this in part because our use of that service means that your personal data is more secure.

If you have provided your consent to receive news, special offers or promotions from us, we may contact you by mail, telephone and email, about our products, services, promotions, special offers and charitable causes that may be of interest to you.

The Website may contain links to other websites or apps which we or our partners own, or websites or apps of our partners or third parties. Please note that if you follow any of these links, the websites, apps and services provided through them will have their own privacy policies/terms of use. We do not accept any responsibility or liability for their respective privacy policies/terms of use or the collection and use of any personal data collected through these websites, apps or services.

We may disclose your personal data to:

• other companies that become partners or part of a group with Liberate Accountants;
• a third party who acquires Liberate Accountants or acquires substantially all of its assets;
• our agents and service providers;
• law enforcement and regulatory agencies in connection with any investigation;
• business partners in accordance with the 'Marketing' section above;
• our clients when as part of a contracted service such as collating data sets;
• Case management and software companies including Xero Products, Karbon, Zoho CRM, QuickBooks, Sage Accounting, Veriphy, Dext Software, Fathom, Hubdocs, TaxFiler;
• Our IT Providers as part of our IT support and management;
• Our accountants and other professional advisors;

Our website does not collect or compile personally identifying information for dissemination or sale to outside parties for consumer marketing purposes, or host mailings on behalf of third parties.

We will use technical and organisational measures to safeguard your personal data, for example:

• We will store your personal data on secure servers;
• We will ensure that hard copies of data are stored securely;
• Only authorised Liberate Accountants personnel are provided access to personally identifiable information;

While we will use all reasonable efforts to safeguard your personal data, you acknowledge that the use of the internet is not entirely secure and for this reason we cannot guarantee the security or integrity of any personal data that are transferred from you or to you via the internet.

You have the following rights regarding your personal data:

• The right of access to your personal records or other information that we hold about you;
• The right to rectify any errors in the data we hold about you;
• The right to have the data we hold about you erased;
• The right to ask us to stop processing your personal data for direct marketing purposes;
• The right to data portability;

To exercise any of these rights, please send your request in writing to us at info@liberateac.co.uk. You will need to provide proof of identity and address.

A cookie is a small text file which is placed onto your mobile (or other electronic device) when you access the Website. We use cookies and other online tracking devices on the Website to:

• recognise you whenever you visit the Website;
• obtain information about your preferences, online movements and use of the internet;
• carry out research and statistical analysis to help improve the Website;
• make your online experience more efficient and enjoyable;

Cookie Types

How to turn off cookies

If you do not want to accept cookies, you can change your browser settings so that cookies are not accepted. If you do this, please be aware that you may lose some of the functionality of the Website. For further information about cookies and how to disable them please go to: www.aboutcookies.org or www.allaboutcookies.org.

We welcome your feedback and questions. If you wish to contact us or our Data Protection Officer, please send us an email to info@liberateac.co.uk or by calling us on +44 (0) 20 3650 3175.

Alternatively, you may write to us at Liberate Accountants, 60 St Martin's Lane, Covent Garden. London, WC2N 4JS. When contacting us please specify that the communication is for the Data Protection Officer.

We may change this Policy from time to time. You should check this policy frequently to ensure you are aware of the most recent version that will apply each time you use the Website.