Revonor Bookkeeping Services customer privacy notice
This privacy notice tells you what to expect us to do with your personal information.
- Contact details
- What information we collect, use, and why
- Lawful bases and data protection rights
- Our lawful bases for the collection and use of your data
- Where we get personal information from
- How long we keep information
- Who we share information with
- How to complain
Contact details
Telephone
+447477342066
szegedi.k@yahoo.com
What information we collect, use, and why
We collect or use the following information to provide and improve products and services for clients:
- Names and contact details
- Addresses
- Financial data (including income and expenditure)
- Transaction data (including details about payments to and from you and details of products and services you have purchased)
- Information relating to compliments or complaints
- Records of meetings and decisions
- Website user information
We collect or use the following personal information for the operation of client or customer accounts:
- Names and contact details
- Addresses
- Purchase or service history
- Account information, including registration details
Lawful bases and data protection rights
Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.
Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:
- Your right of access – You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. Read more about the right of access.
- Your right to rectification – You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. Read more about the right to rectification.
- Your right to erasure – You have the right to ask us to delete your personal information. Read more about the right to erasure.
- Your right to restriction of processing – You have the right to ask us to limit how we can use your personal information. Read more about the right to restriction of processing.
- Your right to object to processing – You have the right to object to the processing of your personal data. Read more about the right to object to processing.
- Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. Read more about the right to data portability.
- Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. Read more about the right to withdraw consent.
If you make a request, we must respond to you without undue delay and in any event within one month.
To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.
Our lawful bases for the collection and use of your data
Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:
- Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
- Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Our lawful bases for collecting or using personal information for the operation of client or customer accounts are:
- Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
- Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Where we get personal information from
- Directly from you
- Publicly available sources
- Suppliers and service providers
- Third parties:
- Banks – Client may grant view‑only access to their bank account so that financial information (such as statements or transaction data) can be viewed or downloaded for bookkeeping purposes. Software platforms – Client may use third‑party financial or bookkeeping applications (such as receipt‑capture or banking apps) which provide data to us for processing as part of their bookkeeping records.
How long we keep information
We retain personal and financial information only for as long as required by law and good professional practice. This includes:
- Client records – normally kept for six years after the end of our working relationship, in line with HMRC requirements.
- Enquiry records – retained for up to twelve months where no ongoing relationship is formed.
- AML due‑diligence records – kept for five years from the end of the client relationship, as required under the Money Laundering Regulations.
When information is no longer required, we securely delete or destroy it.
Who we share information with
Data processors
Cloud‑based bookkeeping software provider (e.g., Xero, QuickBooks, FreeAgent) — financial software sector, UK‑based.
This data processor does the following activities for us: They provide the bookkeeping platform where client financial records are stored and processed. This includes transaction data, invoices, receipts, reports and account information used to deliver bookkeeping services.
Email hosting provider (e.g., Outlook, Gmail) — communications services sector, UK\/EU\/US‑based.
This data processor does the following activities for us: They process client information contained in emails, including messages, attachments and documents shared as part of bookkeeping work.
Others we share personal information with
- Professional or legal advisors
- Organisations we’re legally obliged to share personal information with
- Suppliers and service providers
- Third parties:
- Name / Category of third party:, Accountants and accountancy firms – professional services sector, UK‑based., What they do:, They receive bookkeeping records and financial information to prepare year‑end accounts, tax submissions and other statutory filings for the client.
- Name / Category of third party: Financial and bookkeeping applications (e.g., Dext, Hubdoc, Tide, Starling) — fintech sector, UK\/EU‑based. What they do: They provide financial data, receipts, transaction feeds or documents generated by the client’s use of their platform, which are used as part of the bookkeeping process.
How to complain
If you have any concerns about our use of your personal information, you can make a data protection complaint to us:
Email: szegedi.k@yahoo.com
If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.
The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline number: 0303 123 1113
