Privacy, made clear.

Who we are

MTD Complete provides bookkeeping and Making Tax Digital support to individuals and businesses.

For the purposes of UK data protection law, MTD Complete is responsible for personal information where it acts as the data controller.

Information we may collect

The information we collect depends on how you interact with MTD Complete and which services you use.

This may include:

• Your name, email address, telephone number and postal address.
• Information you provide through website enquiry forms or by email.
• Business, self-employment or property information relevant to the services you ask us to provide.
• Financial and bookkeeping records, including income, expenses, invoices, receipts and transaction information.
• Information required to meet legal, regulatory or anti-money laundering obligations.
• Website usage and technical information, such as IP address, browser type, device information and cookie data.

How we use your information

We may use personal information to:

• Respond to enquiries and communicate with you.
• Provide bookkeeping, Making Tax Digital and related financial administration services.
• Set up and manage a client relationship.
• Prepare records and information required for agreed accounting or reporting services.
• Meet legal, regulatory, tax and compliance obligations.
• Maintain business and financial records.
• Protect the security of our website, systems and services.
• Improve our website and services.
• Send marketing communications where we are permitted to do so.

Our lawful bases

Under UK data protection law, we must have a lawful basis for using personal information.

Contract

We may process information where it is necessary to take steps at your request before entering into a contract, or to provide services under an agreement with you.

Legal obligation

We may process information where necessary to comply with legal or regulatory obligations.

Legitimate interests

We may use information where this is necessary for legitimate business purposes, such as responding to enquiries, operating our business, protecting our systems and improving our services, provided those interests are not overridden by your rights.

Consent

Where we rely on your consent, you may withdraw that consent at any time.

Who we may share information with

We do not sell your personal information.

Where necessary, information may be shared with trusted organisations that help us operate the business or provide services. These may include:

• Website hosting and technology providers.
• Email and communications providers.
• Accounting and bookkeeping software providers.
• Secure cloud storage providers.
• Professional advisers, insurers or compliance providers.
• HM Revenue & Customs or other public authorities where required or authorised by law.

Where another organisation processes information on our behalf, we take appropriate steps to ensure personal information is protected.

How long we keep information

We keep personal information only for as long as it is reasonably required for the purpose for which it was collected, including to meet legal, regulatory, tax, accounting and reporting obligations.

Keeping information secure

We take appropriate technical and organisational measures to help protect personal information from loss, misuse, unauthorised access, alteration or disclosure.

Access to information is limited to those who need it for legitimate business purposes.

Your data protection rights

Depending on the circumstances and the lawful basis being relied upon, you may have rights including:

• The right to ask for access to your personal information.
• The right to ask us to correct inaccurate or incomplete information.
• The right to ask us to erase personal information in certain circumstances.
• The right to ask us to restrict how information is used.
• The right to object to certain processing.
• The right to data portability in certain circumstances.
• The right to withdraw consent where consent is the lawful basis.

To exercise a data protection right, contact MTD Complete using the details in this policy.

Cookies and website data

The MTD Complete website may use cookies and similar technologies to operate correctly, remember preferences, understand website usage and improve the visitor experience.

Where consent is required for non-essential cookies, those cookies should not be set until consent has been provided.

More information can be provided in our Cookie Policy.

International transfers

Some technology or service providers may process information outside the UK.

Where personal information is transferred internationally, we will take appropriate steps to ensure that the transfer is protected in accordance with applicable data protection law.

Questions or complaints

If you have concerns about how MTD Complete uses your personal information, please contact us first so we can try to resolve the issue.

You also have the right to raise a complaint with the Information Commissioner's Office.

Changes to this policy

We may update this Privacy Policy from time to time to reflect changes in our services, technology, legal requirements or business practices.

The latest version will be published on this page and the date at the top will be updated.