Privacy Policy

Here’s the Privacy Policy rewritten for CGI Accountants Ltd, based on the company’s verified registration details and aligned with UK GDPR standards:

Privacy Policy

CGI Accountants Ltd respects your privacy. This Privacy Policy explains how we collect, use, and protect your personal data in connection with the use of our website, client portal, and related services.

1. Introduction

1.1 This Privacy Policy applies to all visitors, clients, and users of CGI Accountants Ltd’s services.
1.2 CGI Accountants Ltd, registered in England and Wales (Company No. 12190551), with its registered office at Branch House, 31–33 Branch Road, Batley, England, WF17 5SB, is the data controller responsible for handling personal information.

2. Information We Collect

2.1 Client Information – including your name, address, email, phone number, and company details provided when engaging our services.
2.2 Financial and Accounting Data – documents and information shared with us to deliver accounting, tax, and business services.
2.3 Technical and Usage Data – information collected when you use our website or client portal (e.g. IP address, browser type, access times).
2.4 Communications – correspondence via phone, email, or through our Bright CRM client dashboard.

3. How We Use Your Information

3.1 To deliver and manage accounting, tax, and advisory services.
3.2 To process payments, invoices, and maintain client accounts.
3.3 To communicate updates, reports, or required documentation.
3.4 To ensure compliance with HMRC and other UK regulatory bodies.
3.5 To improve service quality and maintain secure client access through Bright CRM.

4. Sharing of Data

4.1 We do not sell or rent personal data.
4.2 Data may be shared with trusted third parties (e.g. Bright CRM, cloud hosting, IT providers, payment processors) solely to support our business operations.
4.3 Information may be disclosed where legally required, such as to HMRC or other authorities.

5. Data Retention

5.1 We retain client records only for as long as necessary to provide services and meet legal obligations.
5.2 Clients may request deletion or transfer of their data in accordance with GDPR regulations by contacting us directly.

6. Security

6.1 We use secure systems, encryption, and access controls to protect all data processed through our firm and client portal.
6.2 While we take all reasonable precautions, clients should also protect login credentials and avoid sharing sensitive data through unsecured channels.

7. Your Rights

7.1 Under UK GDPR, you have the right to access, correct, delete, or restrict the use of your personal data.
7.2 You also have the right to data portability and to lodge a complaint with the Information Commissioner’s Office (ICO) if you believe your data has been misused.

8. Contact

For any questions about this Privacy Policy or to exercise your rights, please contact:

CGI Accountants Ltd
Branch House, 31–33 Branch Road, Batley, WF17 5SB
Email: info@cgi-accountants.co.uk
Phone: +44 1924 973466