Privacy Policy

Last updated: 27th January 2026

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Kate Tague, trading as Nice and Tidy Bookkeeping, is committed to protecting and respecting your privacy. This Privacy Policy explains how I collect, use, store, and protect your personal data when you visit my website or use my bookkeeping services.

I comply with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

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1. Who I Am

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Sole trader name: Kate Tague
Trading as: Nice and Tidy Bookkeeping
Business address: Newport, South Wales
Email address: info@niceandtidybookkeeping.co.uk
Phone number: 07506286027

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2. Information I Collect

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a) Information you provide to me

I may collect the following personal data:

• Name

• Email address

• Phone number

• Business name

• Financial and accounting records required to provide bookkeeping services

• Information provided via contact forms, email, or onboarding documents

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b) Information collected automatically

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When you visit my website, I may collect:

• IP address

• Browser type and version

• Pages visited and time spent on the site

• Cookies and similar technologies​
   

3. How I Use Your Information

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I use your personal data to:

• Provide bookkeeping and related services

• Respond to enquiries and communicate with clients

• Meet legal and regulatory obligations (including HMRC requirements)

• Maintain accurate business records

• Improve my website and services

I will only use your data where I have a lawful basis to do so.

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4. Legal Basis for Processing

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Under UK GDPR, I process personal data under the following lawful bases:

• Contract: to provide bookkeeping services you have requested

• Legal obligation: to comply with HMRC and other regulatory requirements

• Legitimate interests: to operate and manage my business

• Consent: where you have given clear permission (e.g. marketing communications)

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5. How Your Data Is Stored and Protected

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I take appropriate measures to protect your personal data, including:

• Secure digital systems and password protection

• Limited access to personal data

• Use of reputable bookkeeping and cloud software

I retain personal data only for as long as necessary. Financial records are typically retained for 6 years in line with HMRC requirements.

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6. Sharing Your Data

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I do not sell your personal data.

I may share your information with:

• HMRC or other authorities where legally required

• Professional advisers (such as accountants or legal advisers)

• Secure third-party software providers used for bookkeeping or document storage

All third parties are required to handle data in accordance with UK GDPR.

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7. Your Data Protection Rights

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You have the right to:

• Access your personal data

• Request correction of inaccurate data

• Request deletion of your data (where applicable)

• Restrict or object to processing

• Request data portability

• Withdraw consent at any time

To exercise any of these rights, please contact me at info@niceandtidybookkeeping.co.uk

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8. Cookies

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My website may use cookies to enhance user experience and analyse website traffic.
You can control or disable cookies through your browser settings.

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9. Third-Party Links

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My website may contain links to third-party websites. I am not responsible for the privacy policies or content of those sites.

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10. Changes to This Policy

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This Privacy Policy may be updated from time to time. Any changes will be posted on this page with an updated date.

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11. Contact Me

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If you have any questions about this Privacy Policy or how your data is handled, please contact:

Email: info@niceandtidybookkeeping.co.uk