Privacy Policy
Privacy Policy (McKenzie Accountancy)
Effective date: 1st February 2026
McKenzie Accountancy (“we”, “us”, “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store and protect your personal data when you use our website or contact us.
We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and other applicable privacy laws.
1. Who We Are
Business name: McKenzie Accountancy
Website: http://mckenzieaccountancy.com
Email: info@mckenzieaccountancy.com
Address: Midlothian Innovation Centre, Pentlandield, Roslin, EH25 9RE
Telephone: 0131 322 5385
For data protection purposes, McKenzie Accountancy is the Data Controller.
2. What Information We Collect
We may collect and process the following personal information:
a) Information you provide to us
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Name
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Email address
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Telephone number
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Business name
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Any information you submit through contact forms or enquiry forms
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Any details you send via email, messaging, or booking requests
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b) Information we collect automatically
When you use our website, we may collect:
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IP address
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Browser type and version
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Device type
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Pages visited and time spent on the site
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Referring website/source
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General location data (approximate)
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This data is collected using cookies and analytics tools (see Cookies section below).
3. How We Use Your Information
We use personal data to:
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Respond to enquiries and messages
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Provide accountancy and bookkeeping services
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Arrange consultations or appointments
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Improve our website and user experience
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Maintain website security
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Comply with legal and regulatory obligations
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Keep business records (where appropriate)
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4. Lawful Bases for Processing (UK GDPR)
We only process your personal data where we have a lawful basis to do so, including:
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Consent – where you have given clear permission (e.g. ticking a box on a form)
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Contract – where processing is necessary to provide a service you have requested
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Legal obligation – where we are required to keep records or comply with laws/regulations
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Legitimate interests – to run and improve our business, respond to enquiries, and maintain website security
5. Marketing Communications
We may contact you with relevant updates about our services if:
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you have requested information from us, or
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you have consented to receive marketing.
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You can opt out at any time by:
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clicking “unsubscribe” in an email (if included), or
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emailing us at info@mckenzieaccountancy.com.
We will never sell your personal data to third parties for marketing purposes.
6. Who We Share Your Data With
We may share your data only where necessary and appropriate, including with:
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Website hosting providers (e.g. Wix)
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Email providers
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CRM systems (e.g. HubSpot, if used)
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Appointment/booking tools (if you use them)
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IT support providers
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Professional advisers (e.g. insurers, legal advisers)
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Regulatory authorities, where required (HMRC, courts, etc.)
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All third parties are required to keep your data secure and only process it in line with our instructions.
7. International Data Transfers
Some of our service providers (such as website, email, analytics, or CRM tools) may store or process data outside the UK.
Where this occurs, we ensure appropriate safeguards are in place, such as:
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UK adequacy regulations, or
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approved contractual protections (such as Standard Contractual Clauses)
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8. How Long We Keep Your Information
We only keep personal data as long as necessary for the purpose it was collected.
Typical retention periods include:
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Enquiries: up to 12 months
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Client records and accounting data: usually 6 years (or longer where legally required)
We may retain data longer where necessary for legal, regulatory, or insurance purposes.
9. How We Protect Your Data
We take appropriate security measures to protect your personal data, including:
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secure website hosting and encryption (SSL where available)
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access controls and password protection
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limited access to personal data on a need-to-know basis
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secure backups and device protections
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However, no internet transmission is completely secure, and you submit information at your own risk.
10. Cookies and Analytics
Our website may use cookies and similar technologies to improve your experience.
Cookies may be used to:
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remember preferences
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track website performance
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help understand how visitors use the website
You can control cookies through:
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your browser settings, and/or
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cookie banners/settings on our website (if enabled)
If you require a dedicated Cookie Policy, we can provide one separately.
11. Your Data Protection Rights
Under UK GDPR, you have the right to:
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Access the personal data we hold about you
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Correct inaccurate or incomplete data
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Request deletion of your data (where applicable)
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Restrict processing in certain circumstances
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Object to processing (including direct marketing)
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Data portability (where applicable)
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Withdraw consent (where consent is the basis for processing)
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To exercise your rights, contact us at: [Insert Email Address]
12. Complaints
If you are unhappy with how we handle your personal data, you have the right to complain to the UK regulator:
Information Commissioner’s Office (ICO)
Website: https://www.ico.org.uk
Telephone: 0303 123 1113
We would always appreciate the chance to resolve any concern first, so please contact us directly.
13. Third-Party Links
Our website may contain links to other websites. We are not responsible for the privacy policies or content of third-party websites.
14. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The latest version will always be posted on our website with the effective date.
15. Contact Us
If you have questions about this Privacy Policy or how we use your data, please contact:
McKenzie Accountancy
Email: info@mckenzieaccountancy.com
Phone: 0131 322 5385
Address: Midlothian Innovation Centre, Pentlandfield, Roslin, EH25 9RE