Privacy Policy

Last updated: 10th September 2025

At ClearSum Accounting, we take your privacy seriously. This policy explains what personal information we collect, how we use it, and your rights under UK data protection law.

• Contact details you provide (such as name, email address, phone number, company name).

• Information submitted through our website forms or when you book a call.

• Records of communications with us (emails, messages, calls).

• Website usage data, if you accept cookies (e.g. pages visited, time on page, referring website, clicks and interactions).

• Client information we need to provide accountancy services (such as financial records and documents).

3. How we collect your information

• When you contact us directly by email, phone, or through our website.

• When you use our booking system to arrange a consultation.

• When you sign an engagement letter or provide documents as part of our services.

• Through cookies and analytics tools (with your consent), including:

  • Google Analytics (GA4) – to track visitor numbers, traffic sources, and site usage.

  • Zoho PageSense – to analyse visitor behaviour using heatmaps, session recordings, and experiments.

• Respond to your enquiries and provide our services.

• Manage our client relationships and keep records in line with professional and legal requirements.

• Send updates or information you have requested.

• Improve our website and services (with your consent, where cookies are used).

Our legal basis for processing this information is usually one of the following:

• To perform a contract with you (or take steps before entering into a contract).

• To comply with our legal obligations as an accountancy practice.

• Your consent (for example, when you opt in to marketing emails or accept cookies).

• Our legitimate interests in running and improving our business.

• Service providers who help us run our business (for example Zoho for CRM, Xero for accounting software, and Microsoft 365 for email).

• Professional bodies or regulators if required by law.

• HMRC or other authorities where legally required as part of our services.

• Some analytics data may be processed outside the UK/EU (e.g. Google Analytics servers). Where this happens, we rely on appropriate safeguards such as Standard Contractual Clauses.

• Access the personal data we hold about you.

• Ask us to correct or delete your data.

• Withdraw your consent where we rely on consent.

• Object to certain processing, such as direct marketing.

• Complain to the Information Commissioner’s Office (ICO) if you are unhappy with how we handle your data.