Privacy

Bee & Co respects your privacy and is committed to protecting your personal data. This privacy notice will inform you as to how we look after your personal data when you visit our website (regardless of where you visit it from) and tell you about your privacy rights and how the law protects you.

• Important information and who we are
• The data we collect about you
• How is your personal data collected
• How we use your personal data
• Disclosures of your personal data
• International transfers
• Data security
• Data retention
• Your legal rights
• Glossary

Important information and who we are

Purpose of this privacy notice

This privacy notice aims to give you information on how Bee & Co collects and processes your personal data through your use of this website, including any data you may provide through this website.

This website is not intended for children and we do not knowingly collect data relating to children.

It is important that you read this privacy notice together with any other privacy notice or fair processing notice we may provide on specific occasions when we are collecting or processing personal data about you so that you are fully aware of how and why we are using your data. This privacy notice supplements the other notices and is not intended to override them.

Controller

Bee & Co is the controller and responsible for your personal data (collectively referred to as Bee & Co, 'we', 'us' or 'our' in this privacy notice).

We have appointed a data privacy manager who is responsible for overseeing questions in relation to this privacy notice. If you have any questions about this privacy notice, including any requests to exercise your legal rights, please contact the data privacy manager using the details set out below.

You have the right to make a complaint at any time to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact us in the first instance.

Changes to the privacy notice and your duty to inform us of changes

This notice was last reviewed in October 2026 and historic versions can be obtained by contacting us.

It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

Third-party links

This website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy notice of every website you visit.

The data we collect about you

Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

• Identity Data Includes first name, maiden name, last name, username or similar identifier, marital status, title, date of birth and gender.
• Contact Data Includes company address, email address and telephone numbers.
• Transaction Data Includes details about payments to and from you and other details of the services you use from us.
• Technical Data Includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this website.
• Profile Data Includes your username and password, preferences, feedback and survey responses.
• Usage Data Includes information about how you use our website, products and services.
• Marketing and Communications Data Includes your preferences in receiving marketing from us and our third parties and your communication preferences.

How is your personal data collected

We use different methods to collect data from and about you, including:

• Direct interactions. You may give us your Identity and Contact Data by completing the enquiry form on this website, by emailing us, by telephoning us, or by corresponding with us in the course of engaging or receiving our services.
• Automated technologies or interactions. As you use this website, we may receive Technical and Usage Data about your equipment, browsing actions and patterns.
• Third parties. We may receive personal data about you from third parties where this is necessary to provide our services to you, for example HM Revenue & Customs, Companies House, banks or other advisers acting for you.

How we use your personal data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

• To respond to your enquiry. Where you contact us, we use your details to reply and to discuss whether and how we may be able to help. Our lawful basis is our legitimate interests in responding to enquiries about our services, or the steps taken at your request before entering into a contract.
• To provide our accountancy and tax services. Where we act for you, we process personal data to perform our contract with you, including preparing accounts, tax returns, payroll and other agreed services, and to administer your account.
• To comply with our legal and regulatory obligations. This includes obligations relating to tax, anti-money laundering and client identification, record keeping and reporting.
• To keep our website and business secure and working properly, which we do on the basis of our legitimate interests.

We do not sell your personal data. We will not use your personal data for marketing purposes without a lawful basis for doing so, and you can ask us to stop sending you marketing communications at any time by contacting us.

If we need to use your personal data for an unrelated purpose, we will notify you and explain the legal basis which allows us to do so.

Disclosures of your personal data

We may share your personal data where it is necessary for the purposes set out above, including with:

• HM Revenue & Customs, Companies House and other regulatory bodies or authorities where we are required or authorised to do so;
• third parties acting for you, such as your bank, solicitor, financial adviser or previous accountant, where you ask us to or where it is necessary to deliver the service;
• service providers who support the running of our practice and this website, such as software, hosting and communications providers, who act on our instructions;
• professional advisers and, where required, law enforcement, courts or regulators.

We require all third parties who process personal data on our behalf to respect its security and to treat it in accordance with the law. We do not allow them to use it for their own purposes.

International transfers

We aim to keep personal data within the UK. Some of the service providers we rely on may process data outside the UK. Where that happens, we take steps to ensure a similar degree of protection is given to your personal data, for example by relying on transfer mechanisms approved for use under UK data protection law. If you would like details of the safeguards applying to a particular transfer, please contact us.

Data security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. We limit access to your personal data to those who have a business need to know, and they are subject to a duty of confidentiality.

We have procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

Data retention

We will only keep your personal data for as long as is necessary to fulfil the purposes we collected it for, including to satisfy any legal, accounting, tax or reporting requirements.

To decide how long to keep personal data, we consider its nature and sensitivity, the potential risk of harm from unauthorised use or disclosure, the purposes for which we process it and whether we can achieve those purposes by other means, together with the periods required by law and by our professional obligations. Where personal data is no longer required, we delete it or anonymise it securely. You can ask us about the retention period that applies to your information by contacting us.

Cookies and website data

This website does not use advertising or tracking cookies. Where you submit the enquiry form, the details you provide are transmitted securely and stored so that we can respond to you. Limited technical information, such as your IP address, may be processed by our hosting provider for security and to keep the site running reliably. Most browsers allow you to refuse or delete cookies and site data through their settings.

Your legal rights

Under UK data protection law you have rights in relation to your personal data. Depending on the circumstances, you may have the right to:

• request access to your personal data;
• request correction of inaccurate or incomplete personal data;
• request erasure of your personal data;
• object to our processing where we rely on legitimate interests;
• request restriction of processing of your personal data;
• request the transfer of your personal data to you or to a third party;
• withdraw consent at any time where we rely on consent.

Some of these rights are subject to conditions and exceptions, and we may not be able to delete information we are required by law to keep. You will not usually have to pay a fee to exercise your rights. We try to respond to all legitimate requests within one month, and will let you know if we need longer. We may need to ask you for information to confirm your identity before we act on a request.

To exercise any of your rights, please contact us.

Complaints

If you are unhappy with how we have handled your personal data, please tell us first so that we have the opportunity to put things right. You also have the right to complain to the Information Commissioner’s Office, the UK supervisory authority for data protection issues (www.ico.org.uk).

Glossary

• Legitimate interests means the interest of our business in conducting and managing our practice so that we can provide you with the best service in the most secure and appropriate way. We make sure we consider and balance any potential impact on you and your rights before we process your personal data for our legitimate interests.
• Performance of contract means processing your data where it is necessary for the performance of a contract to which you are a party, or to take steps at your request before entering into such a contract.
• Comply with a legal obligation means processing your personal data where it is necessary for compliance with a legal or regulatory obligation that applies to us.

Contact us about this notice

If you have any questions about this privacy notice, or wish to exercise any of your rights, please contact us or email info@beeaccounting.co.uk, or call 01709 460330.