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Last updated: September 2026

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Transform Accounting respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store and protect personal information when you visit our website, contact us, or use our accounting and related services.

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1. Who we are

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Transform Accounting is responsible for the personal information we collect and process.

Transform Accounting
20 Churchill Close
Ongar
Essex
CM5 9BH
United Kingdom

Email: info@transformaccounting.co.uk
Website: transformaccounting.co.uk

For the purposes of applicable UK data protection law, Transform Accounting is the data controller for personal information collected and processed in connection with our website and our services, except where we are acting on behalf of a client in relation to information for which the client is the data controller.

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2. Information we collect

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We may collect personal information when you contact us, enquire about our services, become a client, or otherwise communicate with us.

Information you provide to us

Depending on how you interact with us, this may include:

• First name and last name

• Email address

• Telephone number

• Information contained in your enquiry or message

• Business or financial information that you choose to provide to us

• Information provided during discussions about our services

• Information required to provide accounting, tax, payroll or other professional services

We ask that you avoid providing unnecessary sensitive personal information through our website contact form.

Information collected when you use our website

When you visit our website, certain technical information may be collected automatically, such as your IP address, browser type, device information and information about how you interact with the website.

The exact information collected may depend on the cookies, analytics tools and other technologies enabled on our website.

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3. How we use your information

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We may use personal information for purposes including:

• Responding to enquiries and requests

• Contacting you about services you have expressed an interest in

• Discussing your accounting, tax, payroll or other business requirements

• Providing and managing our professional services

• Communicating with clients and prospective clients

• Preparing accounts, tax returns, payroll and other agreed services

• Meeting legal and regulatory obligations

• Maintaining appropriate business and financial records

• Managing our relationship with you

• Protecting our business, systems and information

• Improving the performance and functionality of our website and services

• Detecting and preventing fraud, misuse or security issues

We will only use your personal information where we have a lawful basis for doing so.

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4. Lawful basis for processing

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Depending on the circumstances, we may process your personal information under one or more of the following lawful bases:

Contract: Where processing is necessary to provide services to you or to take steps at your request before entering into a contract.

Legal obligation: Where we are required to process or retain information to comply with a legal or regulatory requirement.

Legitimate interests: Where processing is necessary for our legitimate business interests, provided those interests are not overridden by your rights and interests.

Consent: Where you have given us permission to process your information for a particular purpose and consent is the appropriate lawful basis.

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

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5. Contact forms and enquiries

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If you submit an enquiry through our website, we will use the information you provide to respond to your enquiry and, where appropriate, discuss whether our services are suitable for your needs.

Your enquiry may contain information about your business or financial circumstances. We will treat this information as confidential and use it only for appropriate business and professional purposes.

Submitting an enquiry does not automatically make you a client of Transform Accounting.

If you subsequently become a client, additional information may be collected and processed as necessary to provide the services you have agreed to receive.

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6. Information relating to accounting and professional services

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If you become a client, we may need to collect and process additional personal information in order to provide accounting, taxation, payroll, bookkeeping and related services.

Depending on the services provided, this may include information such as:

• Personal and contact details

• Financial information

• Income and expenditure information

• Tax information

• Employment and payroll information

• Company and business information

• Information contained in accounting records and supporting documents

We will only collect information that is reasonably necessary for the services we provide and our legal and professional obligations.

Where we process personal information on behalf of a client as part of providing our services, the relevant contractual and data protection responsibilities will apply to that processing.

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7. Sharing your information

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We may share personal information where this is necessary to provide our services, comply with legal obligations, protect our legitimate interests, or where you have otherwise given permission.

Depending on the circumstances, information may be shared with or processed through:

• HM Revenue & Customs (HMRC)

• Companies House

• Xero

• Microsoft 365 and related Microsoft services

• Payroll and accounting software providers

• Tax and accounting software providers

• Other software and technology providers used to provide our services

• Professional advisers or service providers where reasonably necessary

• Banks, financial institutions or other organisations where required to provide an agreed service

• Regulators, government bodies or law enforcement agencies where legally required

We do not sell your personal information to third parties.

Where we use third-party service providers to process personal information on our behalf, we take reasonable steps to ensure that appropriate data protection and security arrangements are in place.

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8. Third-party software and services

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Transform Accounting uses a range of third-party software and technology providers to operate its business and provide services to clients.

These may include accounting, payroll, taxation, document management, communication and cloud-based software.

Examples include Xero and Microsoft 365. The particular software used will depend on the services we provide and may change over time.

These providers may process personal information on our behalf. Their own privacy policies and terms may also apply to their processing of personal information.

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9. Website hosting and cookies

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Our website is hosted using Wix.

Like most websites, our website may use cookies and similar technologies. Some cookies may be necessary for the website to function, remain secure or remember certain settings. Other cookies, such as analytics or marketing cookies, may only be used where the appropriate consent has been obtained.

The cookies and similar technologies used on our website may change over time as we add, remove or update website functionality.

Where applicable, you can manage your cookie preferences through the cookie settings provided on our website.

We will update this Privacy Policy or our cookie information where necessary if our use of cookies or similar technologies changes.
 

10. How long we keep your information
 

We will retain personal information only for as long as reasonably necessary for the purposes for which it was collected, including to provide our services, maintain appropriate business records, comply with legal and regulatory requirements, resolve disputes and establish or defend legal claims.

The appropriate retention period will depend on the type of information and the circumstances in which it was collected.

Accounting, tax and other professional records may need to be retained for longer periods where required by law, regulation or professional obligations.

When information is no longer required, we will take reasonable steps to securely delete or dispose of it.
 

11. Keeping your information secure
 

We take reasonable technical and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration or disclosure.

These measures may include appropriate access controls, passwords, secure cloud-based systems, software security measures and limiting access to personal information to those who reasonably need it.

However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.
 

12. Your data protection rights
 

Under applicable UK data protection law, you may have rights including:

• The right to be informed about how your personal information is used.

• The right of access to the personal information we hold about you.

• The right to rectification of inaccurate or incomplete information.

• The right to erasure of your personal information in certain circumstances.

• The right to restrict processing of your personal information in certain circumstances.

• The right to data portability in certain circumstances.

• The right to object to certain types of processing, including direct marketing.

• The right to withdraw consent where we rely on consent as our lawful basis.

These rights are not absolute and may be subject to legal or regulatory exceptions.

If you would like to exercise any of your rights, please contact us using the details below.
 

13. How to contact us
 

If you have questions about this Privacy Policy or how we use your personal information, or if you would like to exercise your data protection rights, please contact:

Transform Accounting
20 Churchill Close
Ongar
Essex
CM5 9BH
United Kingdom

Email: info@transformaccounting.co.uk
 

14. Complaints
 

If you have concerns about the way we have handled your personal information, we encourage you to contact us first so that we can try to resolve the matter.

You also have the right to complain to the Information Commissioner's Office (ICO), the UK's independent regulator for data protection.

You can find information about making a complaint on the ICO's website.
 

15. Changes to this Privacy Policy
 

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

The latest version will always be made available on this website, with the date of the most recent update shown at the beginning of the policy.

Last updated: 28 September 2026