Privacy Policy of Keystone Ledger

At Keystone Ledger, we are committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, and share information collected through our online platform and in the course of providing our financial services, including Corporate Tax Planning, Payroll Services, VAT Compliance, R&D Tax Credits, Business Growth Advisory, and Audit Representation.

1. Information We Collect

We collect various types of information to provide and improve our services to you.

• Personal Information You Provide: This includes information you submit directly to us when you inquire about or use our services, such as your name, contact details (e.g., telephone number), company name, financial information necessary for tax and payroll services, and any other information you choose to provide. For business clients, this may include details about your employees, financial records, and business operations.
• Information from Third Parties: We may receive information about you from third parties, such as regulatory bodies, government agencies, or partners, where necessary for the provision of our services or compliance with legal obligations.
• Usage Data: We automatically collect information about how you access and use our online platform, which may include your IP address, browser type, operating system, referral URLs, pages viewed, and the dates and times of your visits. This helps us understand how our site is used and improve its functionality.

2. How We Use Your Information

We use the collected information for various purposes, primarily relating to the provision of our financial services and the operation of our online platform:

• To provide and manage the services you request, including Corporate Tax Planning, Payroll Services, VAT Compliance, R&D Tax Credits, Business Growth Advisory, and Audit Representation.
• To communicate with you about your services, updates, and important notices.
• To comply with legal and regulatory obligations, such as anti-money laundering regulations and tax reporting requirements.
• To improve and personalize our services and online platform.
• For internal analytical purposes, such as understanding user trends and service demand.
• To protect the security and integrity of our online platform and data.

3. Sharing Your Information

We do not sell your personal information. We may share your information in the following circumstances:

• Service Providers: We may share your information with trusted third-party service providers who assist us in operating our online platform, conducting our business, or providing services to you (e.g., IT support, payment processors, cloud hosting). These providers are contractually obligated to protect your information and use it only for the purposes for which it was disclosed.
• Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court order or government agency request).
• Business Transfers: In the event of a merger, acquisition, or asset sale, your personal information may be transferred as a business asset. We will notify you before your personal information is transferred and becomes subject to a different privacy policy.
• Consent: We may share your information with your explicit consent or at your direction.

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, loss, misuse, or alteration. These measures include encryption, access controls, secure networks, and regular security assessments.

5. Your Data Protection Rights

Under the General Data Protection Regulation (GDPR) and other relevant data protection laws, you have certain rights regarding your personal information:

• The right to access: You have the right to request copies of your personal data.
• The right to rectification: You have the right to request that we correct any information you believe is inaccurate or incomplete.
• The right to erasure: You have the right to request that we erase your personal data, under certain conditions.
• The right to restrict processing: You have the right to request that we restrict the processing of your personal data, under certain conditions.
• The right to object to processing: You have the right to object to our processing of your personal data, under certain conditions.
• The right to data portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us using the details below.

6. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.

7. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes.

8. Contact Us

If you have any questions about this Privacy Policy, or if you wish to exercise your data protection rights, please contact us at:

Keystone Ledger
315 Bishopsgate, Floor 7,
London, Greater London, EC2M 3JY
UK