Privacy Policy

We collect information you give us and information collected automatically:

• Information you provide — name, email, phone/WhatsApp, company details, region, and anything you share in forms, the contact hub, calls or messages.
• Financial & compliance information — where you engage our services, the records needed to perform accounting, tax, company-setup, ITIN and related work.
• Automatic information — device, browser, IP-based approximate location, pages viewed and similar analytics data via cookies and similar technologies.

• To respond to enquiries, schedule consultations and provide our services.
• To prepare and file accounting, tax and compliance work on your behalf.
• To send service communications and, where permitted, relevant updates (you can opt out anytime).
• To improve our website, measure marketing, and keep our services secure.
• To meet legal, regulatory and professional obligations.

Where data-protection law applies, we process personal data on the bases of performance of a contract, your consent, our legitimate interests in running and improving our business, and compliance with legal obligations.

We do not sell your personal information. We share it only with: trusted service providers who help us operate (for example, secure hosting, scheduling and CRM tools) under confidentiality terms; relevant tax and government authorities when filing on your behalf; and where required by law. Our team operates across multiple regions, so your information may be processed in the countries where we have offices, with appropriate safeguards.

We use technical and organisational measures including encryption in transit, access controls, and strict internal confidentiality. While no system is perfectly secure, we treat your financial data with bank-grade care and a zero-tolerance approach to misuse.

We keep personal and financial records only as long as necessary to provide our services and to meet legal, tax and professional retention requirements in the relevant jurisdiction, after which they are securely deleted or anonymised.

Depending on your location, you may have the right to access, correct, delete, port or restrict your personal data, and to object to certain processing or withdraw consent. To exercise any right, contact us using the details below and we will respond within the timeframe required by applicable law.

We use essential cookies to run the site and, with your consent, analytics cookies to understand usage and improve the experience. You can manage your choice at any time via your browser or our cookie banner.

Questions about this policy or your data? Email privacy@accountaxpert.com or reach us via our contact page. If you're in the UK/EU and unhappy with our response, you may contact your local data-protection authority.