Privacy Policy

Last updated: September 15, 2025

1. Introduction

CPA & I LIMITED ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

2. Information We Collect

Personal Information

We may collect personal information that you provide directly to us, including:

• Name and contact information (email, phone, address)
• Business information (company name, business type, turnover)
• Financial information relevant to our services
• Communication records and correspondence

Automatically Collected Information

When you visit our website, we may automatically collect:

• IP address and browser information
• Website usage data and analytics
• Cookies and similar tracking technologies

3. How We Use Your Information

We use your information for the following purposes:

• Providing financial management services
• Communicating about our services and your account
• Processing service requests and payments
• Improving our website and services
• Complying with legal and regulatory requirements
• Marketing our services (with your consent)

4. Information Sharing and Disclosure

We may share your information in the following circumstances:

• Professional Service Providers: With accountants, auditors, and other professionals as required for service delivery
• Legal Compliance: When required by law, regulation, or legal process
• Business Operations: With trusted service providers who assist in our operations
• Consent: When you have given explicit consent for sharing

We never sell your personal information to third parties.

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements. Financial records may be retained for periods required by UK law and professional standards.

7. Your Rights

Under UK GDPR, you have the following rights regarding your personal information:

• Access: Request access to your personal information
• Rectification: Request correction of inaccurate information
• Erasure: Request deletion of your personal information
• Restriction: Request restriction of processing
• Portability: Request transfer of your information
• Objection: Object to processing of your information
• Withdraw Consent: Withdraw consent for processing

8. Cookies

Our website uses cookies to enhance your browsing experience and analyze website traffic. You can control cookie settings through your browser preferences. For more information, please see our Cookie Policy.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

10. Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on our website and updating the "Last updated" date.

12. Contact Information

If you have questions about this Privacy Policy or our privacy practices, please contact us: