1. Introduction

MyTaxLead (“we”, “us”, “our”) is an accounting and tax services provider. We are committed to protecting your privacy and handling your personal data in a secure and transparent manner.

This Privacy Policy explains how we collect, use, store, and protect personal data when you use the MyTaxLead mobile application, client portal, and related services.

2. Data Controller

The data controller responsible for your personal information is:

3. Information We Collect

We may collect and process the following types of information:

  • Personal information: name, email, phone number, and address (where required).
  • Financial & tax information: company details, invoices/receipts, payroll or bookkeeping records, tax returns and related documents you provide or we generate for you.
  • Account & usage data: login details (stored securely), messages, actions in the portal/app, and documents you upload.
  • Device & technical data: device type, operating system, app version, IP address and security logs for fraud prevention and system integrity.

4. How We Use Your Information

We use your data to:

  • Provide accounting, tax, and client-management services you request.
  • Enable secure access to your MyTaxLead client portal and app features.
  • Communicate with you about your account, documents, deadlines, and service updates.
  • Generate invoices, reports, and statutory documents (where applicable).
  • Comply with UK legal and regulatory obligations.
  • Maintain security, prevent fraud, and improve performance and reliability.

We do not sell your personal data and we do not use it for third-party advertising.

5. Legal Basis for Processing

We process personal data under one or more of the following lawful bases:

  • Contractual necessity: to deliver the services you request.
  • Legal obligation: to comply with applicable UK laws and regulations (including HMRC requirements).
  • Legitimate interests: to operate our business securely and efficiently (e.g., security logging, service improvement).
  • Consent: where you have explicitly provided it (you may withdraw consent at any time where applicable).

6. Data Sharing & Third Parties

We may share your data only where necessary, including with:

  • HM Revenue & Customs (HMRC) and other authorities where required by law or with your authorisation.
  • IT and hosting providers that support our secure systems (under contract).
  • Professional advisers or regulators when required for compliance, legal claims, or audits.

All third parties we use are required to maintain appropriate confidentiality and security measures.

7. Data Storage & Security

We take data security seriously and use a combination of technical and organisational safeguards, including:

  • Encryption in transit (HTTPS/TLS) and appropriate encryption at rest where applicable.
  • Access controls, authentication, and role-based permissions.
  • System monitoring and security logging.
  • Regular maintenance and patching practices.

While we use reasonable and appropriate measures to protect data, no method of transmission or storage is 100% secure. We continuously review and improve our safeguards.

8. Data Retention

We retain personal and financial data only for as long as necessary to provide our services and comply with legal obligations. Where applicable, accounting and tax records may be retained for up to 6 years (or longer if required by law, regulation, or to resolve disputes).

9. Your Rights

Subject to UK GDPR and applicable law, you may have the right to:

  • Request access to your personal data.
  • Request correction of inaccurate or incomplete data.
  • Request deletion of data (where legally permitted).
  • Object to or restrict certain processing.
  • Request data portability (where applicable).

To exercise your rights, contact us using the details in section 13. We may need to verify your identity before fulfilling certain requests.

10. Children’s Privacy

MyTaxLead services are not intended for individuals under 18. We do not knowingly collect data from children.

11. App-Specific Information (Apple Compliance)

  • The app collects only data necessary to provide accounting and client portal services.
  • No data is used for third-party advertising.
  • No data is sold to data brokers.
  • No background tracking is performed for advertising purposes.
  • Security logs may be collected to protect accounts, prevent fraud, and maintain system integrity.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page and, where appropriate, within the app or client portal. The “Last updated” date at the top will reflect the latest version.

13. Contact Us

If you have questions about this policy or your data, contact:

M A Accounts Ltd (MyTaxLead) info@mytaxlead.com 020 4614 6666

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