LedgerPlus Accountants
– Privacy Policy and Cookies

This privacy policy sets out how LedgerPlus Accountants (“we”, “us”, “our”) uses and protects any information that you give us when you use our website or engage our services.

We respect your privacy and are committed to protecting your personal data. This privacy notice explains how we look after your personal data and tells you about your rights under Irish and EU data protection law.

This privacy notice is provided in a structured format so you can navigate to the relevant sections below:

• Who We Are and Important Information
• The Data We Collect About You
• How Your Personal Data Is Collected
• How We Use Your Personal Data
• Disclosures of Your Personal Data
• International Transfers
• Data Security
• Data Retention
• Your Legal Rights
• GDPR Statement
• Glossary

1. Who We Are and Important Information

Purpose of this Privacy Notice

This privacy notice explains how we collect and process your personal data through your use of our website and services, including when you contact us or engage us for accountancy or taxation services.

It is important that you read this notice alongside any engagement letter or other privacy information we provide.

Data Controller

LedgerPlus Accountants is the data controller responsible for your personal data.

Contact details:

• Address: Unit 5, Tower Shopping Centre, Tower, Blarney, Cork.
• Email: info@ledgerplus.ie
• Phone: 021-242 7576

Complaints

You have the right to make a complaint at any time to the Data Protection Commission (DPC): www.dataprotection.ie

However, we would appreciate the opportunity to address your concerns first.

Changes to this Privacy Notice

We may update this policy from time to time. Please ensure that the personal data we hold about you is accurate and notify us of any changes.

Third-Party Links

Our website may include links to third-party websites. We are not responsible for their privacy policies and encourage you to review them.

2. The Data We Collect About You

Personal data means any information capable of identifying an individual.

We may collect:

Identity Data
• First name
• Last name
• Date of birth
• PPSN (where required for tax services)

Contact Data
• Address
• Email address
• Phone number

Financial and Tax Data
• PAYE income
• Pension income
• Employment details
• Tax returns and Revenue records
• Information required for Form 11 filings and disclosures

Technical Data
• IP address
• Browser type and version
• Website usage data

Marketing and Communications Data
• Preferences in receiving communications

We may also use aggregated data for statistical purposes.

Special Categories of Data

We do not normally collect sensitive personal data unless required for specific services and only where legally permitted.

If You Fail to Provide Data

If you do not provide required personal data, we may not be able to deliver our services.

3. How Your Personal Data Is Collected

We collect data through:
• Direct interactions (forms, email, phone)
• Revenue Online Service (ROS) (where authorised)
• Employers, pension providers, or financial institutions (if applicable)
• Automated technologies (cookies and analytics)

4. How We Use Your Personal Data

We only use your personal data where permitted by law.

Legal bases include:
• Performance of a contract
• Compliance with legal obligations
• Legitimate business interests
• Consent (for marketing only)

Purposes for Processing

• Respond to enquiries: Identity, Contact | Contract
• Provide tax/accountancy services: Identity, Contact, Financial | Contract & Legal obligation
• Submit tax returns & disclosures: Financial, Identity | Legal obligation
• Manage our business & IT systems: Technical | Legitimate interest
• Improve website: Technical | Legitimate interest
• Marketing communications: Contact | Consent

Marketing

You may receive marketing communications if you have requested information or engaged with us.

You can opt out at any time.

Cookies

A cookie is a small file stored on your device to help us improve your experience.

We use cookies to:
• Analyse website traffic
• Improve website functionality

Cookies do not give us access to your computer or personal data beyond what you choose to share.

You can disable cookies in your browser settings, though this may affect website functionality.

Change of Purpose

We will only use your data for the purposes it was collected unless legally permitted otherwise.

5. Disclosures of Your Personal Data

We may share your personal data with:
• Revenue Commissioners (including via ROS)
• Regulatory authorities where required by law
• Service providers (cloud storage, software providers)
• Professional advisers (e.g. solicitors)
• Third parties in business restructuring or sale scenarios

We ensure all third parties respect the security of your data.

6. International Transfers

Where data is transferred outside the EEA, we ensure appropriate safeguards are in place, including:
• EU-approved contractual clauses
• Transfers to countries with adequate protection

7. Data Security

We implement appropriate security measures including:
• Secure IT systems
• Access controls
• Confidentiality obligations
• Procedures for data breaches

8. Data Retention

We retain personal data only as long as necessary.

Typically:
6 years after the end of the relevant tax year or client engagement

9. Your Legal Rights

You have the right to:
• Access your data
• Correct inaccurate data
• Request erasure (where applicable)
• Object to processing
• Restrict processing
• Request data transfer
• Withdraw consent

Requests can be made by contacting us.

Fees

Requests are generally free, though we may charge a fee for excessive or repetitive requests.

Response Time

We aim to respond within one month.

10. GDPR Statement

We take our GDPR obligations seriously and are committed to ensuring that personal data is processed securely, fairly, and transparently.

We continuously review our policies, systems, and procedures to maintain compliance.

11. Glossary

Lawful Basis
• Contract: Processing necessary to provide services
• Legal obligation: Compliance with tax and regulatory requirements
• Legitimate interest: Business operations and service improvement
• Consent: For marketing communications

Your Legal Rights (Summary)

You have the right to:
• Access your personal data
• Correct inaccurate data
• Request deletion
• Object to processing
• Restrict use
• Transfer data
• Withdraw consent