Privacy policy
Who We Are
Who We Are
Direct Assist Accountants Ltd is a professional accountancy firm registered in England and Wales and regulated by the Association of Chartered Certified Accountants (ACCA). Our registered office is located at:
Unit 2, 20 Woodland Avenue, Slough, Berkshire, SL1 3BU
We process your personal information in accordance with this privacy notice and are committed to upholding the highest standards of data protection.
Privacy policy
Information We Collect
We only collect personal data necessary to fulfil our legal, statutory, and contractual responsibilities. We never collect excessive or irrelevant data, nor do we process your information for purposes not outlined in this notice.
We may collect and process the following personal data:
Full Name
Date of Birth
Residential Address
Personal and Business Email Addresses
Contact Numbers (home and mobile)
Bank Account Details
National Insurance Number
Business, Financial and Tax Information related to our services
Special Category Data (e.g. health-related data), only where strictly necessary
Data is collected via:
Completed forms (online or physical)
Verbal communications (e.g., over the phone)
Emails, letters, or direct correspondence
Documentation provided for service fulfilment
Privacy policy
How We Use Your Data
We are committed to using your personal data responsibly and only for legitimate purposes. Your data may be used for:
Delivering accountancy, tax, and advisory services
Complying with regulatory obligations (e.g. anti-fraud, AML)
Record keeping and audit compliance
Communication with HMRC and third parties as necessary
Managing financial transactions
Sending relevant updates and marketing (with your consent)
Administering payment and billing processes
We never share, sell, or disclose your data without your consent unless required by law.
Privacy policy
Your Rights
Under data protection law, you are entitled to:
Access the personal data we hold about you
Know why and how we process it
Rectify incomplete or inaccurate data
Request deletion or restriction of data
Object to data processing or direct marketing
Request data portability
Be informed of any automated decision-making (if used)
To exercise these rights, we may need to verify your identity to protect your information.
Privacy policy
Security and Safeguards
Direct Assist Accountants Ltd employs robust physical, electronic, and managerial safeguards to secure your personal data against loss, theft, unauthorized access, or disclosure. Data is stored securely on UK-based servers or cloud platforms compliant with UK data protection law.
Privacy policy
Retention of Data
We retain personal data only as long as necessary to fulfil legal and contractual obligations. Standard retention is a minimum of six (6) years, with longer periods for certain records (e.g. related to Capital Gains Tax or property transactions). Data used for marketing will be retained until you opt out.
Privacy policy
Special Category Data
In limited scenarios, we may process sensitive personal data. Where this is necessary, we ensure strict safeguards are in place and only process the minimum data required under lawful grounds.
Privacy policy
Cookies
Our website uses cookies to enhance user experience. Cookies are text files placed on your device to store preferences and help us improve functionality. These cookies do not store personal information. You can disable cookies through your browser settings; however, doing so may limit site performance.
For more information on cookies, visit www.allaboutcookies.org.
Privacy policy
Complaints and Concerns
If you are dissatisfied with how we handle your data, you may lodge a complaint with:
Information Commissioner's Office (ICO)
Wycliffe House, Water Lane,
Wilmslow, Cheshire, SK9 5AF
www.ico.org.uk
However, we encourage you to contact us first to resolve any concerns swiftly and amicably.