Privacy Policy
JRC Accounts
Last updated: 26 June 2026
1. Who We Are
JRC Accounts & Tax LLP is a firm of accountants registered in England and Wales.
For the purposes of UK data protection law, we are the data controller of the personal data collected through our website and in the course of providing our professional services.
Contact details:
JRC Accounts & Tax LLP
The Warrens, Walden House Road, Great Totham, Maldon CM9 8PN
Email: jon@jrcaccounts.co.uk
Telephone: 01621 856461
Website: www.jrcaccounts.co.uk
If you have any questions about this Privacy Policy or how we handle your personal data, please contact us using the details above.
2. Scope of This Policy
This Privacy Policy applies to:
• Visitors to our website
• Individuals who contact us via our website, email or telephone
• Newsletter subscribers
• Clients and prospective clients
• Representatives of corporate clients
• Suppliers and professional contacts
3. The Personal Data We Collect
A. Information You Provide to Us
When you contact us or use our website forms, we may collect:
• Name
• Email address
• Telephone number
• Company name
• Any information included in your enquiry
If you subscribe to our newsletter, we collect:
• Your name
• Your email address
We operate a double opt-in process, meaning you must confirm your subscription before receiving communications.
B. Client and Professional Services Data
Where we provide accountancy, tax, audit or advisory services, we may collect:
• Identification information (e.g. passport, driving licence)
• Proof of address
• National Insurance number
• Financial and tax information
• Payroll information
• Business and company information
• Banking details
• Beneficial ownership information
• Other information necessary to provide our services
This may include personal data about directors, shareholders, employees and family members where relevant.
C. Automatically Collected Website Information
When you visit our website, we may automatically collect:
• IP address
• Browser type and version
• Device type
• Pages visited
• Time spent on site
• Referring website
This information is collected using cookies and analytics tools.
4. How We Collect Your Data
We collect personal data:
• Directly from you
• From publicly available sources (e.g. Companies House)
• From third parties such as banks, HMRC, professional advisers
• Through cookies and website analytics tools
5. How We Use Your Personal Data
We use your data to:
• Respond to enquiries
• Provide accountancy, tax and advisory services
• Comply with legal and regulatory obligations
• Carry out identity verification and anti-money laundering checks
• Communicate with you regarding services
• Send newsletters and marketing communications (where you have consented)
• Improve our website and user experience
• Monitor website performance and engagement
We may use email tracking technologies including:
• Open-rate tracking
• Click tracking
• Tracking pixels
These help us understand engagement and improve future communications.
6. Lawful Bases for Processing
Under UK GDPR, we rely on the following lawful bases:
• Contract – where processing is necessary to perform our engagement
• Legal obligation – including tax law and anti-money laundering regulations
• Legitimate interests – to respond to enquiries and manage our business
• Consent – for marketing communications
You may withdraw consent at any time by using the unsubscribe link or contacting us directly.
7. Anti-Money Laundering (AML) Obligations
As an accountancy firm, we are legally required to verify the identity of our clients and may conduct electronic identity checks.
We may also be required to report suspicious activity to the relevant authorities where mandated by law. In such circumstances, we may not be permitted to inform you that a report has been made.
8. Marketing Communications
We will only send marketing communications where:
• You have subscribed, or
• You are an existing client and communications relate to similar services
You can unsubscribe at any time.
9. Cookies and Website Analytics
Our website uses cookies to:
• Ensure the website functions properly
• Analyse visitor behaviour
• Measure marketing effectiveness
You can manage your preferences via our cookie banner or browser settings.
Further information is available in our separate Cookie Policy.
10. Sharing Your Information
We do not sell your personal data.
We may share data with:
• Website hosting providers
• Cloud storage providers
• Email marketing platforms
• IT support providers
• Professional advisers
• HMRC and regulatory authorities
• Law enforcement where legally required
All third-party providers act under written agreements and are required to protect your data.
11. International Transfers
Where data is transferred outside the UK, we ensure appropriate safeguards are in place, such as:
• UK International Data Transfer Agreements
• Standard Contractual Clauses
• Transfers to countries with recognised adequacy decisions
12. Data Retention
We retain personal data only for as long as necessary:
• Client records: typically 6–7 years after the end of the engagement
• AML documentation: as required by law
• Website enquiries: up to 12–24 months unless a client relationship is established
• Newsletter data: until you unsubscribe
• Analytics data: in accordance with provider retention settings
13. Data Security
We implement appropriate technical and organisational measures to protect personal data, including:
• Secure servers
• Encrypted communications where appropriate
• Access controls
• Confidentiality obligations for staff
Our website and email systems are hosted within the UK or EEA unless appropriate safeguards are in place.
14. Your Data Protection Rights
Under UK data protection law, you have the right to:
• Access your personal data
• Request correction of inaccurate data
• Request erasure of your data
• Restrict or object to processing
• Data portability (where applicable)
• Withdraw consent
To exercise your rights, please contact us.
15. Complaints
If you are unhappy with how we handle your personal data, you have the right to complain to the Information Commissioner’s Office (ICO).
Website: https://www.ico.org.uk
We would appreciate the opportunity to resolve your concerns before you contact the ICO.
16. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be published on this page, and the “Last updated” date will be amended accordingly.
