Privacy & Data Protection Policy

Clic Accounting Ltd needs to gather and use certain information about individuals. These can include customers, suppliers, business contacts, employees and other people the organisation has a relationship with or may need to contact.


This privacy policy is for Clic Accounting Ltd / and governs the privacy of its users who choose to use Clic’s services or products.


The policy sets out the different areas where user privacy is concerned and outlines the obligations and requirements of the users, the company and the website/website owners. Furthermore the way the company and website processes, stores and protects user data and information will also be detailed within this policy.


This data protection policy ensures Clic Accounting Ltd:

  • Complies with data protection law and follows good practice
  • Protects the rights of staff, customers and partners
  • Is open about how it stores and processes individuals’ data
  • Protects itself from the risks of data breach

This policy applies to:

  • All branches of Clic Accounting Ltd
  • All staff and volunteers of Clic Accounting Ltd
  • All contractors, suppliers, clients and other people working directly with or on behalf of Clic Accounting Ltd

It applies to all data that the company holds relating to identifiable individuals, including but not limited to:

  • Names
  • Postal addresses
  • Billing addresses
  • Email addresses
  • Telephone numbers
  • Bank details
  • Account information
  • Account logins/passwords

Handling of Your Data

The only people able to access data covered by this policy are those who need it for their work. Data will never be shared informally. All employees will keep all data secure, by taking sensible precautions and following the guidelines below. Personal data will never be disclosed to unauthorised people, either within the company or externally. 


Data Storage

When data is stored electronically, it will be protected from unauthorised access and malicious hacking attempts. Data will be protected by strong passwords that are changed regularly and never shared between employees. Data will only be stored on designated drives and secure servers, and will only be uploaded to an approved cloud computing device. Clic Accounting Ltd only uses third-party data storage providers who are regularly audited for compliance and have the following certifications: ISO 27001 (information security management); ISO 27017 (cloud security); ISO 27018 (cloud privacy); ISO 27701 (privacy information management); SSAE16/ISAE 3402; FedRAMP; PCI DSS. Data will never be saved directly to laptops or other mobile devices. All servers and computers containing data will be protected by a firewall. Data will be held in as few places as necessary.  


Data Access

All individuals who are subject of personal data held by Clic Accounting Ltd are entitled to ask what information the company holds about them and why. Contact to request this information. In certain circumstances, the Data Protection Act allows personal data to be disclosed to law enforcement agencies without the consent of the data subject. Under these circumstances, Clic Accounting Ltd will disclose requested data. The data controller will ensure the request is legitimate, seeking assistance from legal council if required.


The Website

The website listed above and its owners take a proactive approach to user privacy and ensure the necessary steps are taken to protect the privacy of its users throughout their visiting experience. This website complies to all UK national laws and requirements for user privacy.


Use of Personal Information


What personal data is collected

We do not share your personal information unless approved by you, or unless the sharing of your information is required to complete your request or provide your requested product or service, and we do not disclose or sell your personal information for marketing purposes.


How personal data is collected

The website use cookies to better the user’s experience while visiting the website, please see “Use of Cookies” section below.

Data is provided voluntarily by the data subject via e-commerce, website and the newsletter signup forms.


Why such personal data is collected

We only ask for personal information needed to provide you our products or services and will only use this information in ways that you have authorised us to. For certain requests, at some juncture we may collect your physical address for shipping and payment purposes. We collect your email and phone number because we may need to contact you regarding the status of your requests. Your bank/card/account details are never stored on our website.

With the data subject’s permission we can collect data to alert users of company news and new products from Clic Accounting Ltd.

We also collect data so that we are able to answer general and product enquires via our website forms.


Deleting account and stored data

If you would like to delete your stored data and account, please contact us at to request removal. 


Use of Cookies

The website listed above uses cookies to better the user’s experience while visiting the website. Where applicable the website uses a cookie control system allowing the user on their first visit to the website to allow or disallow the use of cookies on their computer / device. This complies with recent legislation requirements for websites to obtain explicit consent from users before leaving behind or reading files such as cookies on a user’s computer / device.


Cookies are small files saved to the user’s computers hard drive that track, save and store information about the user’s interactions and usage of the website. This allows the website, through its server to provide the users with a tailored experience within this website.


Users are advised that if they wish to deny the use and saving of cookies from this website on to their computer’s hard drive they should take necessary steps within their web browser’s security settings to block all cookies from the website(s) and external serving vendors.


These websites uses tracking software to monitor its visitors to better understand how they use it. This software is provided by Google Analytics which uses cookies to track visitor usage. The software will save a cookie to your computer’s hard drive in order to track and monitor your engagement and usage of the website, but will not store, save or collect personal information. You can read Google’s privacy policy here for further information [ ].


Other cookies may be stored to your computer’s hard drive by external vendors when this website uses referral programs, sponsored links or adverts. Such cookies are used for conversion and referral tracking and typically expire after 30 days, though some may take longer. No personal information is stored, saved or collected.


Contact & Communication

Users contacting the website listed above and/or its owners do so at their own discretion and provide any such personal details requested at their own risk. Your personal information is kept private and stored securely until a time it is no longer required or has no use, as detailed in the Data Protection Act 1998. Every effort has been made to ensure a safe and secure form to email submission process but advise users using such form to email processes that they do so at their own risk.


This website and its owners use any information submitted to provide you with further information about the products / services they offer or to assist you in answering any questions or queries you may have submitted. This includes using your details to subscribe you to any email newsletter program the website operates but only if this was made clear to you and your express permission was granted when submitting any form to email process. Or whereby you the consumer have previously purchased from or enquired about purchasing from the company a product or service that the email newsletter relates to. This is by no means an entire list of your user rights in regard to receiving email marketing material. Your details are not passed on to any third parties.


Email Newsletter

The website listed above operates an email newsletter program, used to inform subscribers about products and services supplied by Clic Accounting Ltd. Users can subscribe through an online automated process should they wish to do so but do so at their own discretion. Some subscriptions may be manually processed through prior written agreement with the user.


Subscriptions are taken in compliance with UK Spam Laws detailed in the Privacy and Electronic Communications Regulations 2003. All personal details relating to subscriptions are held securely and in accordance with the Data Protection Act 1998. No personal details are passed on to third parties nor shared with companies / people outside of the company that operates this website. Under the Data Protection Act 1998 you may request a copy of personal information held about you by this website’s email newsletter program. A small fee will be payable. If you would like a copy of the information held on you please write to the business address at the bottom of this policy.


Email marketing campaigns published by these websites or its owners may contain tracking facilities within the actual email. Subscriber activity is tracked and stored in a database for future analysis and evaluation. Such tracked activity may include: the opening of emails, forwarding of emails, the clicking of links within the email content, times, dates and frequency of activity [this is by no far a comprehensive list].


This information is used to refine future email campaigns and supply the user with more relevant content based around their activity.


In compliance with UK Spam Laws and the Privacy and Electronic Communications Regulations 2003 subscribers are given the opportunity to un-subscribe at any time through an automated system. This process is detailed at the footer of each email campaign. If an automated un-subscription system is unavailable clear instructions on how to un-subscribe will by detailed instead.


External Links

Although the website only looks to include quality, safe and relevant external links, users are advised to adopt a policy of caution before clicking any external web links mentioned throughout this website. (External links are clickable text / banner / image links to other websites).

The owners of this website cannot guarantee or verify the contents of any externally linked website despite their best efforts. Users should therefore note they click on external links at their own risk and this website and it’s owners cannot be held liable for any damages or implications caused by visiting any external links mentioned.


Adverts and Sponsored Links

This website may contain sponsored links and adverts. These will typically be served through our advertising partners, to whom may have detailed privacy policies relating directly to the adverts they serve.


Clicking on any such adverts will send you to the advertiser’s website through a referral program which may use cookies and will track the number of referrals sent from this website. This may include the use of cookies which may in turn be saved on your computers hard drive. Users should therefore note they click on sponsored external links at their own risk and this website and its owners cannot be held liable for any damages or implications caused by visiting any external links mentioned.


Social Media Platforms

Communication, engagement and actions taken through external social media platforms that the websites listed above and its owners participate on are custom to the terms and conditions as well as the privacy policies held with each social media platform respectively.


Users are advised to use social media platforms wisely and communicate / engage upon them with due care and caution in regard to their own privacy and personal details. This website nor its owners will ever ask for personal or sensitive information through social media platforms and encourage users wishing to discuss sensitive details to contact them through primary communication channels such as by telephone or email.


This website may use social sharing buttons which help share web content directly from web pages to the social media platform in question. Users are advised before using such social sharing buttons that they do so at their own discretion and note that the social media platform may track and save your request to share a web page respectively through your social media platform account.


Shortened Links in Social Media

This website and it’s owners through their social media platform accounts may share web links to relevant web pages. By default some social media platforms shorten lengthy urls [web addresses].


Users are advised to take caution and good judgement before clicking any shortened urls published on social media platforms by the websites listed above and its owners. Despite the best efforts to ensure only genuine urls are published many social media platforms are prone to spam and hacking and therefore this website and its owners cannot be held liable for any damages or implications caused by visiting any shortened links.

Terms & Conditions

Scope and limitation of our services:

Our services do not include business management. If a transaction appears unusual or out of the ordinary, we will call it to a client’s attention, but we do not take any responsibility in the discovery of any errors, irregularities, or fraud.


Clic will not audit or review financial statements, or any other accounting documents and information provided, in accordance with generally accepted auditing standards.


Clic will not verify the data clients submit for accuracy or completeness. Rather, we will rely on the accuracy and completeness of the documents and information provided to us. Accordingly, Clic cannot be solely relied upon to disclose errors, fraud, or other illegal acts that may exist. However, it may be necessary to ask clients for clarification of some of the information provided, and Clic will inform clients of any material errors, fraud or other illegal acts that come to our attention, unless they are clearly inconsequential.


If an accounting or bookkeeping package includes communication with HMRC on a client’s behalf, this covers standard communications including submissions, payments and notices. Anything outside of the scope of standard communications (including but not limited to additional applications, corrections or complex research) will be billed at Clic’s current hourly bookkeeping rate.


In relation to the annual accounts if included as part of a client’s package, Clic will:


  • Undertake a thorough review of client’s records to ensure we have all the documents we need before work commences on preparing the accounts.
  • Summarise financial information and reconcile key balances to supporting documentation.
  • Undertake a review of unusual costs included in the accounting records.
  • Review items that are considered to be tax-sensitive and could result in a tax investigation.
  • Put the financial information into the required format for Companies House, if applicable.
  • Calculate the company tax liability and complete the corporation tax returns.
  • Raise client’s awareness of key issues in the accounts, and advise of business tax liabilities if applicable.
  • Provide copies of accounts and business tax returns to client.
  • Submit the accounts and business tax returns with appropriate iXBRL tagging to HM Revenue & Customs, if applicable.
  • Submit the accounts to registrar to Companies House, if applicable.
  • Post opening journals into Xero or relevant accounting software for the following year’s accounts in order to agree opening balances.
  • Provide telephone support throughout the year regarding client accounts and routine business tax issues.
  • Ensure correspondence received from HM Revenue & Customs agree with Clic’s records.
  • Ensure that the information presented to a client is correctly stated based on the information received, and that it conforms with generally accepted accounted standards and tax laws.
  • Report to clients on matters of concern and advise on improvements wherever possible.
  • Provide additional services where applicable and by mutual agreement.


In relation to self assessment tax returns, Clic will:


  • Send a tax return checklist to enable the documentation to be submitted for Clic to prepare client’s self assessment tax return.
  • Thorough review of client’s records and correspondence to ask any necessary questions.
  • Summarise client’s personal tax information to ensure there is sufficient supporting documentation in case of an enquiry at a later date.
  • Calculate client’s tax liability and completion of personal tax return and provide a copy to client for approval.
  • Submit return(s) to HM Revenue & Customs and obtain their approval.
  • Deal with HM Revenue & Customs repayment notices to ensure the tax return has been processed correctly, where applicable.
  • Check correspondence received from HM Revenue & Customs agree with our records and advise you of any discrepancies.


In relation to advisory, Clic is able to provide:


  • Financial analysis eg. performance results
  • Bespoke reporting
  • Tax planning
  • Advice on tax treatment eg. I’m working with an overseas supplier
  • Finance operational queries and recommendations
  • Director Loan Account management
  • Optimal earnings/drawings planning
  • Accounting structure advice and recommendations
  • Advice on effect of new tax law on associated companies
  • Treatment of investment 
  • Capital vs P&L purchase advice
  • Capital expenditure advice
  • Treatment of employee benefits
  • VAT scheme advice
  • Incorporations 
  • Business/company structure advice
  • Investor proposals
  • Advice on taking on your first employee
  • Financial software recommendations and implementation


In relation to advisory, Clic is not able to provide:


  • Foreign Exchange management or advice
  • Financial planning eg. pensions and investments advice
  • HR related issues
  • Mortgage advice
  • Marketing or sales related queries
  • Business strategy and planning
  • Non-financial software advice
  • Advice on financial products i.e. savings accounts
  • Personal or relationship advice


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