1. Introduction

At Simply Tax, we are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website and use our services. By accessing or using our website, you consent to the practices described in this policy. If you do not agree with this policy, please refrain from using our services.

2. Information We Collect

We collect different types of information depending on your interaction with our website and services:

• Personal Information: This includes your name, contact details (email address, phone number), tax information, and other details you provide to us during registration or while using our services.
• Transaction Data: When you make payments, we may collect payment information such as credit card details or bank account information, processed securely by third-party payment providers.
• Usage Data: Information about how you use our website, including IP address, browser type, device information, pages visited, and other similar information utilized for a better user experience.
• Cookies and Tracking Technologies: We use cookies to enhance your experience on our website, track usage patterns, and provide personalized services.

3. How We Use Your Information

We use the collected data for the following purposes:

• To provide tax services, such as tax return preparation, filing, and advisory services.
• To process your payments and handle transactions securely.
• To communicate with you about your account, our services, and updates relevant to your tax affairs.
• To improve our website and services, ensuring they are tailored to your needs.
• To comply with legal and regulatory obligations, including tax compliance, reporting to HMRC, and preventing fraud.
• To send you marketing communications, where permitted, regarding our products and services. You can opt out of marketing communications at any time.

4. Sharing Your Information

We may share your information in the following circumstances:

• HMRC: To submit tax returns and fulfil our obligations as tax service providers.
• Third-Party Service Providers: We may share your data with trusted third parties that help us operate our website, process payments, and provide other services. These third parties are legally obligated to keep your information confidential and use it only for the purposes for which it was shared.
• Legal Compliance: We may disclose your information if required to do so by law or in response to valid requests from public authorities (e.g., government agencies, regulators, or courts).
• Business Transfers: If Simply Tax undergoes a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

5. Data Security

We use licensed third-party software to ensure as much data security as possible. These tools help protect your personal information from unauthorized access, alteration, disclosure, or destruction. While we strive to protect your data, please note that no method of transmitting data over the internet or storing data is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal data for as long as necessary to fulfil the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements. If you wish to request the deletion of your data, please contact us using the details provided below.

7. Your Rights

Depending on your location and applicable data protection laws, you may have the following rights regarding your personal data:

• The right to access the personal information we hold about you.
• The right to correct or update your personal data.
• The right to request the deletion of your personal data.
• The right to object to or restrict the processing of your personal data.
• The right to withdraw your consent to marketing communications at any time.
• The right to lodge a complaint with the relevant data protection authority.

To exercise any of these rights, please contact us using the details below.

8. Data Transfers

Simply Tax will not transfer your personal data outside of the UK or the European Economic Area (EEA).

9. Third-Party Websites

Our website may contain links to third-party websites that are not operated by Simply Tax. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites before providing your personal information.

10. Children's Privacy

Simply Tax deals with 18+ matters only. We will not, at any point, collect personal data of underage persons. If you believe we have inadvertently collected information from a child, please contact us, and we will take steps to delete such information.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any updates will be posted on our Announcements Page, and we urge you to view this page regularly for any changes. By continuing to use our services after the updates, you acknowledge and agree to the revised policy.

12. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:

Simply Tax
[Contact Information]
info@simplytax.uk
+44 20 4620 3031