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Legal

Privacy notice

What we collect when you contact us or become a client, and what we do with it.

This notice explains what personal information Tally & Lane collects through this website and while we act as your accountant, and what happens to it. Last updated: 1 October 2026.

Who we are

Tally & Lane Ltd, registered in England and Wales 09281734, First floor, 9 Stainbeck Lane, Leeds LS7 3PJ, is responsible for your personal data. Write to privacy@tallyandlane.example about anything on this page.

What we collect

  • Enquiries: your name, email, phone number if you give it, and what you tell us about your business in the quote form

  • Clients: the identity checks the money laundering regulations require, your business and personal financial records, and our correspondence with you, HMRC and Companies House

  • Payroll clients: the names, pay, tax codes and National Insurance numbers of the people you employ, so that we can run their payroll

  • Website use: anonymous, aggregated statistics, with no advertising cookies and no tracking across other sites

Why we use it

To reply to you, to do the work you engage us for, and to meet our own legal duties as accountants, including anti-money-laundering checks and keeping records that tax law requires.

How long we keep it

Enquiries that do not lead anywhere are deleted after twelve months. Client files are kept for six years after we stop acting for you, and identity checks for five years, because the law requires it.

Who we share it with

Only those the work needs: HMRC, Companies House, pension providers for payroll clients, and the companies that host the bookkeeping and payroll software we use with you. We never sell your details or pass them to anyone for marketing.

Your rights

You can ask to see, correct, export or delete your personal data by writing to privacy@tallyandlane.example, within the limits of what the law requires us to keep. You can also complain to the Information Commissioner's Office.