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The contents of this website are the intellectual property of Professional 2U Limited. Accountant 2U ® is a registered trademark No.2388286.
The Accountant 2U Direct name and logo and all related service names are the trade names, trademarks or servicemarks of Professional 2U Limited.
Registered with HMRC as agents.
Accountant 2U Direct is the trading name of Professional 2U Limited. Registered
in England No. 04442461. VAT No. GB-
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ONLINE ACCOUNTANTS & TAX ADVISERS
We are Professional 2U Limited t/a Accountant 2U Direct (Company Registration No. 04442461) and our registered office is at 2U House, 114 Trevino Drive, Leicester, Leicestershire, LE4 7TL.
We are a Controller for the purposes of the General Data Protection Regulation (Regulation (EU).
We take the protection of your privacy seriously and we are committed to the protection of personal data. We define personal data as being any information which can identify a living person.
This notice provides you with details of how we collect and process personal data when either visiting this website or becoming a client or prospective client.
Who do we hold or process data on
We hold and/or process personal data on any of the following:
Contacts, prospects, targets and intermediaries
Partners, subcontractors and employees
How we collect data from you
We obtain personal data when you enquire or contract with us to deliver our services and / or when you use our website (inc telephone, forms, live chat, email, post). Data may also be made available from third parties and / or public resources (e.g from your employer, Companies House, ID verification agencies).
What type of data do we collect from you
The personal data we collect from you will vary depending on which services you engage us / enquire with us to deliver or how you use our website. Personal data may include your name, address, telephone number, email address, your HMRC references, your National Insurance number, nationality, tax residence, bank account details, your IP address, which pages you may have visited on our website, and when / how you accessed them (see below for website data).
For clients, data includes income, assets and investments, family, employment, business interests.
We do not actively collect any special categories of personal data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, criminal convictions and offences, trade union membership, information about your health and genetic and biometric data). However we may become aware of this data where voluntarily provided by you during the preparation of tax returns or advice to clients.
If you contract with us as a client, we also request personal data for Money Laundering Regulations purposes. We also carry out regular reviews of our client base to establish whether we need to update our data which may involve further personal data being requested.
All communications (including telephone, VOIP, email, or our online messenger system) may be recorded for regulatory, verification, or training purposes.
How your data is used and why it is required
How we use your personal data will vary depending on which services you engage us / enquire with us to deliver or how you use our website (see below for website data). We may use your information to:
Contact you by post, email or telephone
Verify your identity where this is required under law (this could include a full electoral roll search and use of credit reference / verification agencies placing a search footprint on your electronic file)
Understand your needs and how they may be met
Maintain our records in accordance with applicable legal and regulatory obligations
Process financial transactions
Prevent and detect crime, fraud or corruption where we are obliged to under law
Provide any service you contract with us for which may include the provision of advice, complete / submit accounts or HMRC related returns
Contact you about other services offered by us or changes to our services.
Seek your thoughts and opinions on the services we provide
General management of our website
To use in the investigation and/or defense of potential complaints, disciplinary proceedings and legal proceedings.
Updating and enhancing client records, analysis for management purposes, business disposal or merger, statutory returns, and legal and regulatory compliance.
We may also process your personal data without your knowledge or consent, in accordance with this notice, where we are legally required or permitted to do so under law.
Data may be processed on occasion via commercial software for the above purposes.
Where we need to use your personal data for another reason (other than for the purpose for which we collected it) we will only use your personal data where that reason is compatible with the original purpose. Should it be necessary to use your personal data for a new purpose, we will notify you and communicate the legal basis which allows us to do so before commencing any new processing.
Who has access to your information
We will not sell or rent your information to third parties for marketing purposes unless consented to in writing to separately.
There are occasions when personal data held by us may be transferred to other parties to carry out our contractual obligations to you or to comply with legal or regularity requirements. This may include group companies or subcontractors, IT and cloud service providers, HMRC, Companies House, accounts processing services, marketing services, software suppliers, ID verification services, insurance providers / underwriters, and banking services.
All of our third-
Under Section 330 of the Proceeds of Crime Act 2002, we have a duty to report to the Serious Organised Crime Agency (SOCA) if we know, or have reasonable cause to suspect, that you or anyone connected with your business are or have been involved in money laundering. We are under no obligation to notify you of any report.
We may share your personal data with other third parties in the context of the possible disposal or restructuring of the business.
Where consent is granted, we may share your personal data with family, associates and representatives of the person whose personal data we are processing.
We may transfer your personal data to countries outside of the EEA in order to carry out our contractual obligations to you. In respect of those countries, where there is an adequacy decision by the European Commission in relation to them, they will be deemed to provide an adequate level of protection for your personal information for the purpose of the Data Protection Legislation. If there is not an adequacy decision by the European Commission in relation to the countries, they will not be deemed to provide an adequate level of protection for your personal information for the purpose of the Data Protection Legislation and in such cases, we have clauses and rules to ensure that your personal data is treated by those third parties in a way that is consistent with and which respects the Data Protection Legislation.
We have commercially reasonable security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed.
We have put in place procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so.
We cannot absolutely guarantee the security of any information you transmit to us, and you do so at your own risk. We may be able to offer current clients encrypted methods to send data files to us/and or receive data files from us (please contact us).
Where we have given, or where you have chosen, a password which enables you to access information, you are responsible for keeping this password confidential.
Rights of access, correction, erasure, and restriction
We commit to regularly reviewing and correcting the data that we hold about you. If any personal information we hold changes, please contact us (see below).
Under certain circumstances, have the legal right to:
Request access to your personal data (see below). This enables you to receive details of the personal data we hold about you and to check that we are processing it lawfully.
Request correction of the personal data that we hold about you.
Request erasure of your personal data. This enables you to ask us to delete or remove personal data where there is reason for us continuing to process it (see below under data retention).
Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this basis.
Request the restriction of processing of your personal data. This enables you to ask us to suspend the processing of personal data about you, for example if you want us to establish its accuracy or the reason for processing it.
Request the transfer of your personal data to you or another data controller if the processing is based on consent, carried out by automated means, and this is technically feasible.
If you want to exercise any of the above rights, please contact us (see below).
You will not have to pay a fee to access your personal data (or to exercise any of the other rights) unless permitted under law. We may charge a reasonable fee if your request for access is clearly unfounded or excessive (we may refuse to comply with the request in such circumstances where permitted under law). We may need to request specific information from you to help us confirm your identity and ensure your right to access the information (or to exercise any of your other rights).
Where you may have provided your consent to the collection, processing, and transfer of your personal data for a specific purpose, you have the right to withdraw your consent for that specific processing at any time. To withdraw your consent, please contact us (see below).
Once we have received application that you have withdrawn your consent, we will no longer process your personal data for the purpose or purposes you originally agreed to, unless we have a lawful basis for doing so (see below under data retention).
Where we send regular newsletters and other marketing material to clients and contacts, we obtain your consent prior to sending any such material to you. At any time, you may choose to opt out of further mailings by contacting us (see below)
We may be required by legislation, other regulatory requirements, and our insurers to retain your data. The period of retention required varies with each requirement but should not normally exceed eight years from the date we cease our relationship.
Changes to our privacy notice
We keep this privacy notice under regular review and will place any updates on our website at . Visiting our website and/or using our services after any modification to this olicy will constitute your acceptance of such modification and updates.
Contact Details ()
Please contact us if you wish to apply for us to delete, change, or add to any personal data we hold or request a copy of the data we hold about you.
If you are not happy with any aspect of how we collect and use your data or have any questions on our policies or procedures, please write to us. You have the right to complain to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issue.
Website related data
This site does not automatically capture or store personal data from visitors to the site, other than to log the user’s IP address and session information such as the duration of the visit to the site and the nature of the browser / device used, originating source, usage data, and connection data. This information is used only for administration of the site system and in the compilation of statistics used by us to assess the use of the site.
By visiting our website or using our services you agree that you are happy for us to set cookies and similar technologies for the purposes described in this policy.
If you choose to request further information or make an enquiry you will pass personal data to us through this site. This carries with it the risk of inadvertent misdirection, non delivery, data corruption and interception. For prospective clients, we will only use your personal data to provide information on our services.
If you choose to subscribe for any information on the website or for future mailings you will provide us with your name, company, email address and other contact details. Certain other personal data will also be captured via cookies (see below). If you do not opt out of receiving other information we may use the personal data to contact you about other services offered by us only.
Our website, emails, and newsletters may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.
A cookie is a text-
A cookie will typically contain the name of the domain from which the cookie has come, the "lifetime" of the cookie, and a value, usually a randomly generated unique number.
Two types of cookies that may be used on this website include:
Which are temporary cookies that remain in the cookie file of your browser until you leave the site.
Which remain in the cookie file of your browser for much longer (though how long will depend on the lifetime of the specific cookie).
Find out more about (
To allow you to carry information across pages of our site and avoid having to
To allow you to maintain a shopping basket
Within registration to allow you to access stored information.
To help us recognise you as a unique visitor (just a number) when you return to our website and to allow us to tailor content or advertisements to match your preferred interests or to avoid showing you the same adverts repeatedly.
To compile anonymous, aggregated statistics that allow us to understand how users use our site and to help us improve the structure of our website. We cannot identify you personally in this way.
Within research surveys to ensure you are not invited to complete a questionnaire too often or after you have already done so.
Third Party Cookies
Third parties may serve cookies via this site. These may be used for the following purposes:
To serve advertisements on our site and track whether these advertisements are clicked on by users.
To control how often you are shown a particular advertisement.
To tailor content to your preferences
To count the number of anonymous users of our site.
To provide security within shopping baskets or transactions.
Use of Web Beacons / pixels
Some of our Web pages may contain electronic images known as Web beacons (sometimes known as clear gifs or pixels) that allow us to count users who have visited these pages. Web beacons collect only limited information which including a cookie number, time and date of a page view, and a description of the page on which the Web beacon resides. We may also carry web beacons placed by third party advertisers. These beacons do not carry any personally identifiable information and are only used to track the effectiveness of a particular campaign.
You have the ability to accept or decline cookies by modifying the settings in your browser. However, you may not be able to use all the interactive features of our site if cookies are disabled.