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BACKGROUND:

Transform Tax and Accounts understands that your privacy is important to you and that you care about how your personal data is used. We respect and value the privacy of everyone who visits this website, www.transformtaxandaccounts.com (“Our Site”) and will only collect and use personal data in ways that are described here, and in a way that is consistent with our obligations and your rights under the law.

Please read this Privacy Policy carefully and ensure that you understand it. Your acceptance of this Privacy Policy is requested when you first use Our Site, when submitting any personal information through Our Site, and when engaging with Our services.

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1) Definitions and Interpretation

In this Policy the following terms shall have the following meanings:  

“Account” means an account required to access and/or use certain areas and features of Our Site;

“Cookie” means a small text file placed on your computer or device by Our Site when you visit certain parts of Our Site and/or when you use certain features of Our Site. Details of the Cookies used by Our Site are set out in Part 14, below; and
“Cookie Law” means the relevant parts of the Privacy and Electronic Communications (EC Directive) Regulations 2003;


2) Information About Us

Our Site is owned and operated by Transform Tax and Accounts, a sole trader.
Registered address: Office 8033, 182-184 High Street North, East Ham, London,
E62JA.
Main trading address: Stampriet, Namibia.
VAT number: GB466749930.
Data Protection Officer: Yolandé van Niekerk.
Email address: yolande@transformtaxandaccounts.com.
Telephone number: 020 34323593.
Postal address: Office 8033, 182-184 High Street North, East Ham, London,
E6 2JA.
Representative: Yolandé van Niekerk.
Email address: yolande@transformtaxandaccounts.com.
Telephone number: 020 34323593.
Postal address: Office 8033, 182-184 High Street North, East Ham, London,
E6 2JA.
We are regulated by the Institute of Chartered Accountants in England and Wales
(ICAEW).
We are a member of the ICAEW, CIOT, ATT, and CMA (Australia).

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3) What Does This Policy Cover?
This Privacy Policy applies only to your use of Our Site. Our Site may contain links to other websites. Please note that we have no control over how your data is collected, stored, or used by other websites and we advise you to check the privacy policies of any such websites before providing any data to them.

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4) What Is Personal Data?
Personal data is defined by the UK GDPR and the Data Protection Act 2018 (collectively, “the Data Protection Legislation”) as ‘any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier’.
Personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.

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5) What Are My Rights?

Under the Data Protection Legislation, you have the following rights, which we will always work to uphold:
a) The right to be informed about our collection and use of your personal data. This Privacy Policy should tell you everything you need to know, but you can always contact us to find out more or to ask any questions using the details in Part 15.
b) The right to access the personal data we hold about you. Part 13 will tell you how to do this.
c) The right to have your personal data rectified if any of your personal data held by us is inaccurate or incomplete. Please contact us using the details in Part 15 to find out more.
d) The right to be forgotten, i.e. the right to ask us to delete or otherwise dispose of any of your personal data that we hold. Please contact us using the details in Part 15 to find out more.
e) The right to restrict (i.e. prevent) the processing of your personal data.
f) The right to object to us using your personal data for a particular purpose or purposes.
g) The right to withdraw consent. This means that, if we are relying on your consent as the legal basis for using your personal data, you are free to withdraw that consent at any time.
h) The right to data portability. This means that, if you have provided personal data to us directly, we are using it with your consent or for the performance of a contract, and that data is processed using automated means, you can ask us for a copy of that personal data to re-use with another service or business in many cases.
i) Rights relating to automated decision-making and profiling. We do not use your personal data in this way.
For more information about our use of your personal data or exercising your rights as outlined above, please contact us using the details provided in Part 15.
It is important that your personal data is kept accurate and up-to-date. If any of the personal data we hold about you changes, please keep us informed as long as we have that data.
Further information about your rights can also be obtained from the Information Commissioner’s Office or your local Citizens Advice Bureau.
If you have any cause for complaint about our use of your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office.
We would welcome the opportunity to resolve your concerns ourselves, however, so please contact us first, using the details in Part 15.

 

6) What Data Do You Collect and How?

Depending upon your use of Our Site, we may collect and hold some or all of the personal and non-personal data set out in the table below, using the methods also set out in the table. Please also see Part 14 for more information about our use of Cookies and similar technologies and our Cookie Policy [https://www.transformtaxandaccounts.com/cookiepolicy]. We do not collect any ‘special category’ or ‘sensitive’ personal data AND/OR personal data relating to children AND/OR data relating to criminal convictions and/or offences.

 

Data Collected / How We Collect the Data

  • Identity Information including, 'name, title, date of birth, and gender'.

Register for our services; and Fill out forms on our website; and Contact us via email or phone; and Provide identification for compliance with legal or regulatory requirements.

  • Contact information including, 'address, email address, and telephone number'.

Register for our services; and Communicate with us via our website, phone, or email; and Provide details in contracts or engagement letters.

  • Business information including, 'business name, job title, and profession'.

Register as a business client; and Provide company details for accounting, tax, or advisory services; and Submit business records for bookkeeping or compliance.

  • Payment information including, 'bank account details, payment transaction details (we do not store card details)'.

Make payments for our services; and Provide payment information for invoicing purposes.

  • Profile information including preferences, interests, login details, and service history.

Create an account on our website; and Use our client portal or accounting software integrations; and Engage with our services, such as tax planning or business advisory.

  • Technical information including IP address, browser type and version, operating system, and device information.

Visit our website; and Use our online services; and Interact with our emails or digital platforms.

  • Data from third parties including technical information, contact information, profile information, and business-related records.

Public records (e.g., business registries, regulatory databases); and Financial institutions (for payment processing); and Third-party software providers (e.g., accounting or tax platforms); and Credit agencies (where applicable).


 
7) How Do You Use My Personal Data?

Under the Data Protection Legislation, we must always have a lawful basis for using personal data. The following table describes how we may use your personal data, and our lawful bases for doing so:

What We Do/What Data We Use/Our Lawful Basis:

  • Registering you on Our Site.

Identity Information (e.g., name, title), Contact Information (e.g., email, phone number) Consent – You provide this data when signing up.

  • Providing and managing your Account.

Identity Information, Contact Information, Business Information (e.g., company name, job title). Contractual Necessity To fulfill our services to you.

  • Providing and managing your access to Our Site.

Identity Information, Contact Information, Business Information (e.g., company name, job title). Contractual Necessity – To fulfill our services to you.

  • Personalising and tailoring your experience on Our Site.

Profile Information (e.g., preferences, service history). Legitimate Interests – To enhance user experience.

  • Administering Our Site.

Technical Information (e.g., IP address, browser type, cookies). Legitimate Interests – To improve site functionality and security.

  • Administering our business.

Business Information, Payment Information (e.g., bank account details).

Legal Obligation – To comply with financial regulations.

  • Supplying our services to you.

Identity Information, Business Information, Payment Information.

Contractual Necessity – To provide accounting, tax, and advisory services.

  • Managing payments for our services.

Payment Information, Contact Information.

Contractual Necessity – To process transactions.

  • Personalising and tailoring our services for you.

Profile Information, Business Information.

Legitimate Interests – To provide relevant advice and solutions.

  • Communicating with you.

Contact Information (e.g., email, phone number).

Legitimate Interests – To provide service updates and client support.

  • Supplying you with information by email AND/OR post that you have opted-in-to (you may opt-out at any time by e-mailing us with OPT-OUT as the Subject of your e-mail.

Contact Information, Profile Information.

Consent – You can opt out anytime via e-mailing us with OPT-OUT as the Subject of your e-mail.

  • Compliance with legal and regulatory obligations.

Identity Information, Business Information, Financial Records.

Legal Obligation – To meet accounting and tax compliance requirements.

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With your permission AND/OR where permitted by law, we may also use your personal data for marketing purposes, which may include contacting you by email AND/OR telephone AND/OR text message AND/OR post with information, news, and offers on our services. You will not be sent any unlawful marketing or spam. We will always work to fully protect your rights and comply with our obligations under the Data Protection Legislation and the Privacy and Electronic Communications (EC Directive) Regulations 2003, and you will always have the opportunity to opt-out. We will always obtain your express opt-in consent before sharing your personal data with third parties for marketing purposes and you will be able to opt-out at any time.

We use the following automated system(s) for carrying out certain kinds of decision-making AND/OR profiling. If at any point you wish to query any action that we take on the basis of this or wish to request ‘human intervention’ (i.e. have someone review the action themselves, rather than relying only on the automated method), the Data Protection Legislation gives you the right to do so. Please contact us to find out more using the details in Part 15.


The following automated decision-making method(s) may be used:
Fraud and Compliance Screening

  • Legal Basis: Legal Obligation & Legitimate Interests (to prevent fraud and ensure regulatory compliance).

  • Data Used: Identity Information (e.g., name, business details), Payment Information (e.g., transaction records).

  • Reason for Use: To detect potentially fraudulent transactions or activities that do not comply with legal requirements (e.g., tax evasion screening, anti-money laundering (AML) compliance)

  • Intended Result: Transactions flagged as high-risk may be reviewed manually, and in some cases, services may be delayed or denied.

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Creditworthiness Checks (if applicable)

  • Legal Basis: Legitimate Interests (to assess financial risk before extending services).

  • Data Used: Business Information (e.g., company financial status), Payment History.

  • Reason for Use: To evaluate whether a client may require upfront payment or be eligible for invoicing.

  • Intended Result: Clients with high-risk scores may require manual assessment before services are provided.

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The following automated profiling may take place:
Client Service Customization

  • Legal Basis: Legitimate Interests (to enhance client experience and provide relevant recommendations).

  • Data Used: Profile Information (e.g., past service usage, preferences), Business Information.

  • Reason for Use: To recommend tailored tax planning, financial advice, or business services based on your history and industry.

  • Intended Result: Clients may receive personalized insights, tax reminders, or advisory suggestions based on their profile.

Marketing and Engagement Tracking

  •  Legal Basis: Consent (for personalized marketing campaigns).

  • Data Used: Contact Information, Profile Information (e.g., website interactions, email engagement).

  • Reason for Use: To send relevant updates, offers, or insights based on user engagement with our site or emails.

  • Intended Result: Users receive targeted newsletters or service recommendations..

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We will only use your personal data for the purpose(s) for which it was originally collected unless we reasonably believe that another purpose is compatible with that or those original purpose(s) and need to use your personal data for that purpose. If we do use your personal data in this way and you wish us to explain how the new purpose is compatible with the original, please contact us using the details in Part 15.

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If we need to use your personal data for a purpose that is unrelated to, or incompatible with, the purpose(s) for which it was originally collected, we will inform you and explain the legal basis which allows us to do so.

In some circumstances, where permitted or required by law, we may process your personal data without your knowledge or consent. This will only be done within the bounds of the Data Protection Legislation and your legal rights.

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8) How Long Will You Keep My Personal Data?
We will not keep your personal data for any longer than is necessary in light of the reason(s) for which it was first collected. Your personal data will therefore be kept for the following periods (or, where there is no fixed period, the following factors will be used to determine how long it is kept):

Type of Data/How Long We Keep It:

  • Identity Information including name, title, date of birth, and gender.

Retained for 7 years after the end of the client relationship, in accordance with financial and tax regulations. If no legal requirement applies, it is deleted after 2 years of inactivity.

  • Contact information including address, email address, and telephone number.

Retained for 7 years post-client relationship for compliance and record-keeping. If no longer needed, it is deleted after 2 years of inactivity.

  • Business information including business name, job title, and profession.

Retained for 7 years for financial and regulatory compliance (e.g., audits, tax reporting).

  • Payment information including bank account numbers, and transaction records.

Retained for 7 years in line with financial and tax regulations. Card details are never stored, except when required by law via third-party payment processors.

  • Profile information including preferences and interests, username and password, and purchase history.

Retained as long as the user has an active account. If inactive for 2 years, the data is anonymized or deleted.

  • Technical information including IP address, browser type and version, and operating system.

Retained for 12 months for security, analytics, and fraud prevention, then anonymized or deleted.

  • Accounting & Tax Records including invoices, tax returns, payroll records.

Retained for at least 7 years in compliance with tax and accounting laws.

  • Email and Marketing Records

Retained until the user unsubscribes or after 2 years of inactivity. Users can opt out at any time.

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9) How and Where Do You Store or Transfer My Personal Data?

We will store some of your personal data in the UK. This means that it will be fully protected under the Data Protection Legislation.

AND/OR

We may store some of your personal data within the European Economic Area (the “EEA”). The EEA consists of all EU member states, plus Norway, Iceland, and Liechtenstein. This means that your personal data will be fully protected under the EU GDPR and/or to equivalent standards by law. Transfers of personal data to the EEA from the UK are permitted without additional safeguards.

AND/OR

We may store some or all of your personal data in countries outside of the UK. These are known as “third countries”. We will take additional steps in order to ensure that your personal data is treated just as safely and securely as it would be within the UK and under the Data Protection Legislation as follows:

We will use specific approved contracts which ensure the same levels of personal data protection that apply under the Data Protection Legislation. For further information, please refer to the Information Commissioner’s Office.

Please contact us using the details below in Part 15 for further information about the particular data protection safeguards used by us when transferring your personal data to a third country.

The security of your personal data is essential to us, and to protect your data, we take a number of important measures, including the following:

  • limiting access to your personal data to those employees, agents, contractors, and other third parties with a legitimate need to know and ensuring that they are subject to duties of confidentiality;

  • procedures for dealing with data breaches (the accidental or unlawful destruction, loss, alteration, unauthorised disclosure of, or access to, your personal data) including notifying you and/or the Information Commissioner’s Office where [we are] OR [I am] legally required to do so;

  • <<describe specific measures in place>>.

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10) Do You Share My Personal Data?
[[We] OR [I] will not share any of your personal data with any third parties for any purposes, subject to the following exception[s]. [If [we] OR [I] sell, transfer, or merge parts of [our] OR [my] business or assets, your personal data may be transferred to a third party. Any new owner of [our] OR [my] business may continue to use your personal data in the same way(s) that [we] OR [I] have used it, as specified in this Privacy Policy.] In some limited circumstances, [we] OR [I] may be legally required to share certain personal data, which might include yours, if [we are] OR [I am] involved in legal proceedings or complying with legal obligations, a court order, or the instructions of a government authority.] OR [[[We] OR [I] may share your personal data with other companies in [our] OR [my] group for <<insert description of purpose(s)>>. This includes [subsidiaries] AND/OR [[our] OR [my] holding company and its subsidiaries.]] [[We] OR [I] may sometimes contract with the following third parties to supply certain [products] AND/OR [services]. Recipient Activity Carried Out Sector Location Wix (Data Processor). Website hosting, contact form management, and analytics for site performance.    Website & Digital Services. Israel & Global (GDPR-compliant with EU/UK data processing agreements) Google (Data Processor) Google Calendar integration for scheduling client meetings and managing appointments.    Technology & Cloud Services United States & EU (GDPR-compliant via Standard Contractual Clauses) Transform Tax and Accounts (Data Controller & Processor Accounting, tax compliance, financial consulting, and business advisory services. Accounting & Financial Services. United Kingdom (GDPR-compliant with EU/UK data processing agreements)


If any of your personal data is shared with a third party, as described above, [we] OR [I] will take steps to ensure that your personal data is handled safely, securely, and in accordance with your rights, [our] OR [my] obligations, and the third party’s obligations under the law, as described above in Part 9.] [If any personal data is transferred outside of the UK, [we] OR [I] will take suitable steps in order to ensure that your personal data is treated just as safely and securely as it would be within the UK and under the Data Protection Legislation, as explained above in Part 9.] [If [we] OR [I] sell, transfer, or merge parts of [our] OR [my] business or assets, your personal data may be transferred to a third party. Any new owner of [our] OR [my] business may continue to use your personal data in the same way(s) that [we] OR [I] have used it, as specified in this Privacy Policy.] In some limited circumstances, [we] OR [I] may be legally required to share certain personal data, which might include yours, if [we are] OR [I am] involved in legal proceedings or complying with legal obligations, a court order, or the instructions of a government authority.]
 
11) How Can I Control My Personal Data?
11.1)In addition to your rights under the Data Protection Legislation, set out in Part 5, when you submit personal data via [Our] OR [My] Site, you may be given options to restrict [our] OR [my] use of your personal data. In particular, [we] OR [I] aim to give you strong controls on [our] OR [my] use of your data for direct marketing purposes (including the ability to opt-out of receiving emails from [us] OR [me] which you may do by unsubscribing using the links provided in [our] OR [my] emails [and] OR [,] at the point of providing your details [and by managing your Account]).
11.2)You may also wish to sign up to one or more of the preference services operating in the UK: The Telephone Preference Service (“the TPS”), the Corporate Telephone Preference Service (“the CTPS”), and the Mailing Preference Service (“the MPS”). These may help to prevent you receiving unsolicited marketing. Please note, however, that these services will not prevent you from receiving marketing communications that you have consented to receiving.

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12) Can I Withhold Information?
You may access [certain areas of] [Our] OR [My] Site without providing any personal data at all. [However, to use all features and functions available on [Our] OR [My] Site you may be required to submit or allow for the collection of certain data.]
You may restrict [our] OR [my] use of Cookies. For more information, see Part 14 [and [our] OR [my] Cookie Policy https://www.transformtaxandaccounts.com/cookiepolicy.

  

13) How Can I Access My Personal Data?
If you want to know what personal data [we] OR [I] have about you, you can ask [us] OR [me] for details of that personal data and for a copy of it (where any such personal data is held). This is known as a “subject access request”. All subject access requests should be made in writing and sent to the email or postal addresses shown in Part 15. [To make this as easy as possible for you, a Subject Access Request Form is available for you to use. You do not have to use this form, but it is the easiest way to tell [us] OR [me] everything [we] OR [I] need to know to respond to your request as quickly as possible.]
There is not normally any charge for a subject access request. If your request is ‘manifestly unfounded or excessive’ (for example, if you make repetitive requests) a fee may be charged to cover [our] OR [my] administrative costs in responding.
[We] OR [I] will respond to your subject access request within [<<insert period (less than one month)>> and, in any case, not more than] one month of receiving it. Normally, [we] OR [I] aim to provide a complete response, including a copy of your personal data within that time. In some cases, however, particularly if your request is more complex, more time may be required up to a maximum of three months from the date [we] OR [I] receive your request. You will be kept fully informed of [our] OR [my] progress.

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14) How Do You Use Cookies?
[[Our] OR [My] Site may place and access certain first-party Cookies on your computer or device. First-party Cookies are those placed directly by [us] OR [me] and are used only by [us] OR [me]. [We] OR [I] use Cookies to facilitate and improve your experience of [Our] OR [My] Site and to provide and improve [our] OR [my] [products] AND/OR [services]. [We] OR [I] have carefully chosen these Cookies and have taken steps to ensure that your privacy and personal data is protected and respected at all times. All Cookies used by and on [Our] OR [My] Site are used in accordance with current Cookie Law. Before Cookies are placed on your computer or device, you will be shown a Cookie Banner, e.g.We use cookies on our website to see how you interact with it. By accepting, you agree to our use of such cookies. You can manage said accepted cookies and select what cookies to allow or decline everything as well. Requesting your consent to set those Cookies. By giving your consent to the placing of Cookies you are enabling [us] OR [me] to provide the best possible experience and service to you. You may, if you wish, deny consent to the placing of Cookies; however certain features of [Our] OR [My] Site may not function fully or as intended. [You will be given the opportunity to allow only first-party Cookies and block third-party Cookies.] [Certain features of [Our] OR [My] Site depend on Cookies to function. Cookie Law deems these Cookies to be “strictly necessary”. These Cookies are shown in the table below. Your consent will not be sought to place these Cookies, but it is still important that you are aware of them. You may still block these Cookies by changing your internet browser’s settings as detailed below, but please be aware that [Our] OR [My] Site may not work properly if you do so. [We] OR [I] have taken great care to ensure that your privacy is not at risk by allowing them.] The following first-party Cookies may be placed on your computer or device: Name of Cookie Purpose Strictly Necessary Essential Cookies These cookies are necessary for the site to function, such as remembering login details or shopping cart contents. They generally do not require user consent. yes Security Cookies these cookies are set by the Wix platform for security purposes. yes
Rendering Cookies  These cookies indicate how a site was rendered. yes
[Our] OR [My] Site uses analytics services provided by Wix Analytics. Website analytics refers to a set of tools used to collect and analyse anonymous usage information, enabling [us] OR [me] to better understand how [Our] OR [My] Site is used. This, in turn, enables [us] OR [me] to improve [Our] OR [My] Site and the [products] AND/OR [services] offered through it. The analytics service(s) used by [Our] OR [My] Site use(s) Cookies to gather the required information. You do not have to allow [us] OR [me] to use these Cookies, however whilst [our] OR [my] use of them does not pose any risk to your privacy or your safe use of [Our] OR [My] Site, it does enable [us] OR [me] to continually improve [Our] OR [My] Site, making it a better and more useful experience for you. The analytics service(s) used by [Our] OR [My] Site use(s) the following Cookies: Name of Cookie First / Third Party Provider Purpose Duration XSRF-TOKEN    First Party    WIX    Cookie for fraud detection of calls Session hs First Party    WIX    Security Cookie for Hive (legacy)    Session
svSession First PartyWIX Session cookie for identification 6 Months
SSR-caching First Party WIX Performance cookie for rendering 24 Hours
TS* First Party WIX Cookies for attack detection Session
bSession First Party WIX Used for system effectiveness measurement 24 Hour         

fedops.logger.sessionid First Party WIX Tracking session errors and issues (resilience) 12 Months
_wixAB3|* First Party WIX Cookie for site experiments 6 Months
server-session-bind First Party WIX Cookie for API protection Session
client-session-bind First Party WIX Cookies for API protection Session

In addition to the controls that [we] OR [I] provide, you can choose to enable or disable Cookies in your internet browser. Most internet browsers also enable you to choose whether you wish to disable all Cookies or only third-party Cookies. By default, most internet browsers accept Cookies, but this can be changed. For further details, please consult the help menu in your internet browser or the documentation that came with your device. You can choose to delete Cookies on your computer or device at any time, however you may lose any information that enables you to access Our Site more quickly and efficiently including, but not limited to, login and personalisation settings. It is recommended that you keep your internet browser and operating system up-to-date and that you consult the help and guidance provided by the developer of your internet browser and manufacturer of your computer or device if you are unsure about adjusting your privacy settings. OR [[Our] OR [My] Site may place and access certain first-party Cookies on your computer or device. First-party Cookies are those placed directly by [us] OR [me] and are used only by [us] OR [me]. [We] OR [I] use Cookies to facilitate and improve your experience of [Our] OR [My] Site and to provide and improve [our] OR [my] [products] AND/OR [services]. In addition, [Our] OR [My] Site uses analytics services provided by Wix Analytics, which also use Cookies. Website analytics refers to a set of tools used to collect and analyse usage statistics, enabling [us] OR [me] to better understand how people use [Our] OR [My] Site. For more details, please refer to [our] OR [my] Cookie Policy https://www.transformtaxandaccounts.com/cookiepolicy.

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15) How Do I Contact You?
To contact us about anything to do with your personal data and data protection, including to make a subject access request, please use the following details (for the attention of Transform Tax and Accounts):
Email address: clients@transformtaxandaccounts.com.
Telephone number: 020 34323593.
Postal Address: Office 8033, 182-184 High Street North, East Ham, London, E6 2JA.

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16) Changes to this Privacy Policy
We may change this Privacy Policy from time to time. This may be necessary, for example, if the law changes, or if we change our business in a way that affects personal data protection. Any changes will be immediately posted on Our Site and you will be deemed to have accepted the terms of the Privacy Policy on your first use of Our Site following the alterations. We recommend that you check this page regularly to keep up-to-date. This Privacy Policy was last updated on 06/06/2025.

Privacy Policy

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