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Privacy Policy

SAS Yorkshire Accountants Ltd is committed to protecting your personal data and respecting your privacy in accordance with UK GDPR and the Data Protection Act 2018.

Last updated: January 2026

Contents

1. Who We Are
2. What Data We Collect
3. How We Use Your Data
4. Legal Basis for Processing
5. How Long We Keep Your Data
6. Sharing Your Data
7. Cookies and Tracking
8. Google Analytics
9. Your Rights Under UK GDPR
10. How to Complain
11. Changes to This Policy
12. Contact Us

1

Who We Are

SAS Yorkshire Accountants Ltd is a UK accountancy and tax consultancy firm. We are the data controller responsible for your personal data collected through this website and in the course of providing our services.

Data Controller Details

Company Name: SAS Yorkshire Accountants Ltd.
Company Number: 11859781.
Registered Address: Unit FF19, 28 Track Road, Batley, West Yorkshire, WF17 7AA.
Phone: 0330 133 6275.
Email: [email protected].
Website: sas-yorkshire.com.

2

What Data We Collect

We may collect the following categories of personal data:

  • Identity data — your name, title, date of birth, and National Insurance number where relevant.
  • Contact data — your email address, telephone number, and postal address.
  • Financial data — income, tax, employment, and business financial information provided to us as part of our accountancy services.
  • Technical data — IP address, browser type, operating system, and website usage data collected via cookies.
  • Communications data — any information you provide when contacting us via email, phone, or our website contact form.
  • Marketing data — your preferences for receiving communications from us.

3

How We Use Your Data

We use your personal data for the following purposes:

  • To provide accountancy, taxation, payroll, VAT, bookkeeping, and related professional services.
  • To respond to your enquiries submitted via our website contact form or by email or telephone.
  • To comply with our legal obligations including HMRC reporting, anti-money laundering checks, and Companies House requirements.
  • To manage our client relationship including sending engagement letters, fee agreements, and service updates.
  • To improve our website and services using anonymised analytics data.
  • To send you relevant tax updates or service information where you have consented to receive this.

4

Legal Basis for Processing

Under UK GDPR we rely on the following legal bases to process your personal data:

  • Contract - processing is necessary to perform the accountancy services you have engaged us to provide.
  • Legal obligation - we are required to process certain data to comply with HMRC, anti-money laundering regulations, and other legal requirements.
  • Legitimate interests - we process data to respond to enquiries and improve our services where this does not override your rights.
  • Consent - where you have given us explicit consent such as subscribing to updates or accepting cookies.

5

How Long We Keep Your Data

We retain personal data only for as long as necessary for the purposes for which it was collected:

  • Client data - retained for a minimum of 7 years following the end of our engagement in line with HMRC requirements and professional standards.
  • Enquiry data - retained for 12 months where no engagement results from the initial contact.
  • Website analytics data - retained for up to 26 months as configured in Google Analytics.
  • Marketing preferences - retained until you withdraw your consent.

6

Sharing Your Data

We do not sell your personal data to third parties. We may share your data with:

  • HMRC - as required by law for tax filing, reporting, and agent authorisation.
  • Companies House - for statutory filing obligations on behalf of limited company clients.
  • Cloud accounting software providers - including Xero, QuickBooks, FreeAgent, Taxcalc, and BTC Software where used to provide your services.
  • Our professional indemnity insurers - where required in the event of a professional claim.
  • IT service providers - who support our systems and infrastructure under strict data processing agreements.

All third parties we work with are required to handle your data securely and in accordance with UK GDPR.

7

Cookies and Tracking

Our website uses cookies - small text files stored on your device - to improve your browsing experience and analyse website usage. We use the following types of cookies:

  • Strictly necessary cookies - essential for the website to function and cannot be disabled.
  • Analytics cookies - used to understand how visitors use our website so we can improve it.
  • Preference cookies - used to remember your settings and preferences on our website.

You can manage your cookie preferences at any time using our cookie consent tool or through your browser settings. Withdrawing consent for non-essential cookies will not affect the functionality of the website.

8

Google Analytics

Our website uses Google Analytics, a web analytics service provided by Google LLC. Google Analytics uses cookies to collect anonymised information about how visitors use our website. This data is used to compile reports and help us improve the website.

We have a data processing agreement in place with Google. The data collected is anonymised and does not identify individual users. You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on available at tools.google.com/dlpage/gaoptout.

9

Your Rights Under UK GDPR

Under UK GDPR you have the following rights in relation to your personal data:

Right of Access

You have the right to request a copy of the personal data we hold about you.

Right to Rectification

You have the right to ask us to correct any inaccurate or incomplete data we hold.

Right to Erasure

You have the right to ask us to delete your data where there is no lawful reason to continue processing it.

Right to Restriction

You have the right to ask us to restrict processing of your data in certain circumstances.

Right to Portability

You have the right to receive your data in a structured machine-readable format.

Right to Object

You have the right to object to processing based on legitimate interests or for direct marketing.

To exercise any of these rights please contact us at [email protected]. We will respond to all requests within 30 days.

How to Complain

If you are unhappy with how we have handled your personal data you have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection.

Information Commissioner's Office (ICO)

Website: ico.org.uk. Helpline: 0303 123 1113. Address: Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.

We would appreciate the opportunity to resolve your concerns directly before you contact the ICO. Please get in touch with us first at [email protected].

Changes to This Policy

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. Any updates will be published on this page with a revised date. We recommend you review this policy periodically. Where changes are significant we will notify affected individuals directly where possible.

Contact Us

If you have any questions about this privacy policy or how we handle your personal data please contact us using the details below.

Data Controller Contact Details

SAS Yorkshire Accountants Ltd. Unit FF19, 28 Track Road, Batley, West Yorkshire, WF17 7AA. Phone: 0330 133 6275. Email: [email protected]. Website: sas-yorkshire.com. Company Number: 11859781 - Registered in England and Wales.

Trusted accountants and tax advisers serving individuals and businesses across Yorkshire and the whole of the UK. HMRC registered and fully compliant with Making Tax Digital.

CONTACT US

Office FF6 28 Track Road, Batley WF17 7AA

01924 650980

info@sasaccountants.com

Copyright 2026 SAS Yorkshire Accountants. All Rights Reserved. Registered in England and Wales.