Privacy Policy for Bookkeeping Services

 At Yorkshire Ledger, we are committed to protecting your personal information and respecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your data in accordance with the UK GDPR and the Data Protection Act 2018.

We may collect and process the following types of personal data:

• Name, business name, and contact details
• Financial information and documents provided for bookkeeping
• Invoices, receipts, bank statements, payroll data, and accounting records
• Communication history (emails, messages, calls)
• Website usage data (cookies, analytics)

We use your information to:

• Provide bookkeeping and related financial services
• Prepare accounts, VAT returns, payroll, and reports
• Communicate with you about your account
• Maintain accurate internal records
• Meet legal and regulatory obligations
• Improve our website and services

Yorkshire Ledger processes personal data under the following lawful bases:

• Contract – to deliver bookkeeping services
• Legal obligation – compliance with HMRC and regulatory requirements
• Legitimate interests – business administration and service improvement
• Consent – for optional marketing communications

We only share your data when necessary and with trusted third parties, such as:

• HMRC or other regulatory bodies
• Accountants or tax advisers
• Cloud software providers (e.g., bookkeeping or email systems)
• IT and security service providers

We never sell your personal data.

We retain financial records for at least 6 years, or longer where required by law.

We use secure systems, encrypted storage, and strict access controls to protect your information from unauthorised access, loss, or misuse.

Under UK GDPR, you have the right to:

• Access your personal data
• Request correction or deletion
• Restrict or object to processing
• Request data portability
• Withdraw consent (where applicable)

To exercise your rights, please contact us at lhmorley81@gmail.com.

Our website may use cookies to improve user experience and analyse traffic. You can manage or disable cookies through your browser settings.

If you have any questions about this Privacy Policy or how we handle your data, please contact: -

Yorkshire Ledger   Email: lhmorley81@gmail.com   Address: 1 Cherry Grove, Ilkley, LS29 9BS