Privacy Policy

AMI – Account Me In
Last updated: February 2026

1. Introduction

AMI – Account Me In (“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 in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

If you have any questions about this policy or your personal data, please contact:

Data Controller: Shelley Priest/AMI – Account Me In
Email: shelley@ami-accountmein.co.uk
Phone: 07799 908971

2. The Data We Collect

We may collect and process the following types of personal data:

a) Client Data

• Full name
• Business name
• Contact details (address, email, phone number)
• Financial information (bank statements, invoices, payroll data, tax information)
• National Insurance number (where required for payroll or HMRC services)
• Unique Taxpayer Reference (UTR)
• Company registration details

b) Website Data (if applicable)

• Name and email (via contact form)
• IP address
• Browser type and usage data (via cookies)

3. How We Use Your Personal Data

We use your personal data to:

• Provide bookkeeping and accounting services
• Process payroll and submit information to HMRC
• Communicate with you regarding your accounts
• Comply with legal and regulatory obligations
• Maintain business records
• Improve our services (where applicable)

4. Lawful Basis for Processing

Under UK GDPR, we rely on the following lawful bases:

• Contractual obligation – to provide bookkeeping services agreed with you
• Legal obligation – to comply with HMRC and other regulatory requirements
• Legitimate interests – to operate and improve our business
• Consent – where required (e.g., marketing communications)

5. How We Store and Protect Your Data

We take appropriate technical and organisational measures to safeguard your data, including:

• Password-protected systems
• Encrypted cloud accounting software
• Secure document storage
• Restricted access to authorised personnel only

We retain client records for [6 years] in line with HMRC requirements, unless a longer retention period is required by law.

6. Sharing Your Information

We may share your data with:

• HM Revenue & Customs (HMRC)
• Software providers (e.g., accounting software platforms)
• Payroll processors (if applicable)
• Professional advisers (e.g., accountants, legal advisers)
• Regulatory bodies where required by law

We ensure that all third-party processors comply with UK data protection laws.

We do not sell your personal data.

7. International Data Transfers

If we use cloud-based software providers that store data outside the UK, we ensure appropriate safeguards are in place, such as:

• UK adequacy regulations
• Standard Contractual Clauses
• UK-approved international data transfer agreements

8. Your Data Protection Rights

Under UK GDPR, you have the right to:

• Access your personal data
• Request correction of inaccurate data
• Request erasure (where legally permitted)
• Restrict processing
• Object to processing
• Data portability
• Lodge a complaint with the Information Commissioner’s Office (ICO)

You can contact the ICO at:
https://ico.org.uk/

9. Cookies (If You Have a Website)

Our website may use cookies to improve user experience. You can set your browser to refuse cookies or alert you when cookies are being used.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website or upon request.