Chaplin Advisory

Privacy Policy

How we collect, use, and protect personal information.

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Your information

Privacy at a glance

Chaplin Advisory respects your privacy and handles personal information responsibly. This policy explains the information we may collect when you use our website or engage our accounting services.

Information we collect

Why we use it

How we protect it

Your choices

How we handle data

The following information outlines our general approach to privacy. Please contact us if you need clarification about your personal information.

Information we collect

We may collect contact details, identity information, financial records, tax information, correspondence, and website usage data that is necessary to provide our services or respond to an enquiry.

How we use information

We use personal information to deliver bookkeeping, accounts preparation, and personal tax services; communicate with you; meet legal and regulatory obligations; and improve our website and services.

Legal basis for processing

Where applicable, we process information to perform a contract, comply with legal obligations, pursue legitimate business interests, or with your consent.

Sharing information

We may share information with trusted service providers, professional advisers, regulators, or authorities where required or permitted by law. We do not sell personal information.

Retention and security

We retain information only for as long as needed for the purposes described in this policy and applicable record-keeping requirements. We use reasonable administrative and technical safeguards to protect it.

Your privacy rights

Depending on your location, you may have rights to access, correct, delete, restrict, or object to the processing of your personal information. You may also withdraw consent where processing relies on it.

Questions about privacy?

Contact Chaplin Advisory to ask about this policy or make a request regarding your personal information.