Privacy Policy (including UK GDPR)

Effective Date: 01/10/2025

The Bookkeeping Coach Ltd (Company No. 15999882, trading as “The Bookkeeping Coach”, “we”, “us”, “our”) is committed to protecting your privacy and handling your personal data in a fair, transparent, and secure way. This policy explains what information we collect, how we use it, and what rights you have under the UK GDPR and the Data Protection Act 2018.

1. Information We Collect

When you use our website, sales funnels, or services, we may collect:
• Identity & contact data: name, email address, billing address, phone number.
• Payment data: transaction details via secure third-party providers.
• Technical data: IP address, browser type, device information, cookies.
• Usage data: which pages you visit, downloads, marketing emails opened.
• Marketing preferences: your consent for emails and communications.

We do not collect sensitive data (e.g. health, religion, biometric data).

2. How We Use Your Data

We use your data for the following purposes:
• To process purchases and deliver digital products you’ve bought.
• To manage your customer account and provide support.
• To send marketing emails where you’ve opted in.
• To analyse website and funnel performance.
• To comply with legal obligations (e.g. tax, accounting records).

3. Legal Bases for Processing

We process your data on the following lawful bases:
• Contract – to supply digital products and services you have purchased.
• Consent – for email marketing and optional communications.
• Legitimate interest – to improve our services, prevent fraud, and secure our systems.
• Legal obligation – to keep business and financial records as required by HMRC.

4. Sharing Your Data

We may share your personal data with carefully selected third-party service providers who support our business operations. These may include:
• Payment processors – to handle secure payments and transactions.
• Email marketing platforms – to deliver newsletters, product updates, and campaigns where you have opted in.
• Analytics and advertising partners – to help us measure performance and promote our services.
• Professional or legal bodies – such as HMRC, regulators, or advisors, where required by law.

Our providers may change from time to time, but we only work with trusted organisations that process personal data securely and in line with UK GDPR.

5. International Transfers

Some providers may store data outside the UK/EEA. Where this occurs, they are required to use appropriate safeguards (such as Standard Contractual Clauses) to protect your data.

6. Data Retention

• Purchase records: kept for 6 years (for HMRC/tax purposes).
• Marketing data: kept until you withdraw consent or unsubscribe.
• Website analytics: retained for a reasonable period to assess performance.

7. Security

We use technical and organisational measures to protect your data, including encryption, secure servers, and access controls. However, no system is completely secure, and you provide your data at your own risk.

8. Children’s Privacy

Our services are directed at adults. We do not knowingly collect personal data from anyone under 18. If you believe we have inadvertently collected data about a child, please contact us and we will delete it.

9. Your Rights (UK GDPR)

You have the right to:
• Request access to your personal data.
• Correct or update your personal data.
• Request deletion of your data (“right to be forgotten”).
• Restrict or object to how we process your data.
• Withdraw consent for marketing at any time.
• Request a copy of your data in a portable format.

To exercise any of these rights, contact us at [email protected]. You also have the right to complain to the UK Information Commissioner’s Office (ICO) at ico.org.uk.

10. Cookies

We use cookies and similar technologies to track website usage and improve marketing. For more detail, see our Cookie Policy.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be posted on our website/funnel with the “Effective Date”.

12. Contact Us

The Bookkeeping Coach Ltd
Company Number: 15999882
Registered Office: Unit 8 Springbank Farm, Monument Farm Lane, Foxhall, Ipswich, England, IP10 0AQ
Email: [email protected]