Privacy policy

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Effective Date: 3 August 2025

Last Updated: 3 August 2025

At OpenBook Solutions ("we", "our", or "us"), your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal data when you interact with us via our website (https://openbooksolutions.co.uk), by email, or through our accounting services.

OpenBook Solutions is a UK-based accounting firm, fully regulated by ACCA. Our contact email is: Info@openbooksolutions.co.uk

We may collect the following personal data:

• Name, email address, phone number 
• Business details, including company name and registration number
• Financial and accounting records you share with us
• IP address and browsing behaviour on our website (via cookies)
   

We collect and use your information to:

• Provide our accounting and tax services 
• Respond to enquiries or provide consultations
• Maintain compliance with legal obligations (e.g. HMRC, Companies House)
• Send relevant updates or newsletters (if subscribed)
   

We only process personal data where we have a lawful basis, including:

• Your consent
• Fulfilling our contract with you
• Legal obligations 
• Our legitimate interests (e.g., improving services)
   

We do not sell your personal data. We may share it with trusted third parties when necessary, such as:

• HMRC or Companies House
• Cloud-based accounting platforms (e.g., Xero, QuickBooks)
• IT or legal service providers under confidentiality agreements

We retain your information only as long as required:

• For accounting and legal purposes (typically 6 years) 
• Until you request deletion (where no legal obligation prevents it)
   

Under UK GDPR, you have the right to:

• Access your data
• Correct inaccuracies
• Request erasure (where applicable)
• Object to processing or request data portability

To exercise any of these rights, email us at: Info@openbooksolutions.co.uk

We use cookies to improve site functionality and analyse visitor behaviour. You can control or disable cookies in your browser settings.

If you have questions or concerns about your privacy or how your data is handled, please contact: Info@openbooksolutions.co.uk