Privacy Policy

Who we are

MBS Accounting Ltd (“MBS Accounting”, “we”, “us” or “our”) provides accounting, tax and business advisory services.

This Privacy Policy explains how we collect, use, store and protect personal information when you visit our website, contact us, request a quotation or use our services.

Website mbsaccounting.com

Privacy enquiries support@mbsaccounting.com

Information we collect

Depending on how you interact with us, we may collect:

Contact

Your details

Your name, business name, email address, telephone number and other contact details.

Enquiries

Information you send us

Information you provide through our contact forms, quotation requests or Tidio chat.

Communications

Newsletter preferences

Your email address and communication preferences when you subscribe to our newsletter.

Client services

Client documents

Information and documents you provide through our client portal.

Technical

Website information

Technical information including your IP address, browser, device type and how you use our website.

Analytics

Cookie information

Cookie and analytics information, subject to your cookie preferences.

How and why we use your information

We may use your personal information for the following purposes:

Enquiries and quotations

To respond to enquiries, discuss your requirements and prepare quotations.

Legitimate interests / pre-contract steps

Accounting and advisory services

To provide and manage our accounting, tax and advisory services, including access to our client portal.

Contractual obligations

Legal and regulatory compliance

To meet applicable tax, record-keeping and, where applicable, anti-money-laundering requirements.

Legal / regulatory requirements

Newsletters and updates

To send newsletters and other requested updates where you have provided consent.

Consent

Website and service improvement

To operate, protect and improve our website and services.

Legitimate interests

Website analytics

To measure website usage through Google Analytics where you have accepted analytics cookies.

Consent

Fraud, disputes and legal rights

To prevent fraud, protect our legal rights and respond to disputes where necessary.

Where necessary

Who we share your information with

Where necessary, we may share personal information with:

We do not sell your personal information. We only share it where necessary to provide our services, operate our business or meet legal and regulatory obligations.

International data transfers

Some of our service providers may process personal information outside the United Kingdom.

Where personal information is transferred internationally, we take steps to ensure that appropriate protection is in place. This may include transfers to countries covered by UK adequacy regulations or the use of approved contractual safeguards, such as the UK International Data Transfer Agreement or UK Addendum.

You may contact us if you would like further information about the safeguards relevant to your personal information.

How long we retain your information

We keep personal information only for as long as reasonably necessary for the purpose for which it was collected and to meet our legal, regulatory and professional obligations.

Our usual retention periods are:

Up to 2 years

Enquiries and quotations

Enquiries, quotation requests and chat correspondence that do not result in an engagement may be retained for up to two years after our last communication.

Normally 6 years

Client, accounting and tax records

Normally retained for six years after the relevant financial year or engagement ends, or longer where legally required.

5 years

AML and identity records

Anti-money-laundering and identity-verification records are generally retained for five years after the business relationship ends or the relevant transaction is completed.

Until withdrawal

Newsletter information

Retained until you unsubscribe or withdraw your consent. We may retain limited information to ensure that your preference continues to be respected.

Configured period

Website analytics

Retained for the period configured within our analytics service, after which it is deleted or aggregated.

Information may be retained for longer where necessary for an investigation, dispute, legal claim or regulatory requirement.

How we protect your information

We use appropriate technical and organisational measures to protect personal information against unauthorised access, alteration, disclosure, loss or misuse.

Access controls

Secure systems

Encryption where appropriate

Staff confidentiality

System monitoring

Secure backups

Access to personal information is limited to people and service providers who require it for legitimate business purposes and who are subject to appropriate confidentiality and data-protection obligations.

Although we take reasonable precautions, no method of electronic transmission or storage can be guaranteed to be completely secure.

Your data-protection rights

Depending on the circumstances, you may have the right to:

Access Request access to the personal information we hold about you.

Correction Ask us to correct inaccurate or incomplete information.

Deletion Ask us to delete information where there is no lawful reason for us to retain it.

Restriction Ask us to restrict how we use your information.

Object Object to processing based on legitimate interests or for direct marketing.

Data portability Request the transfer of information you provided to us where the right to data portability applies.

Withdraw consent Withdraw your consent at any time where we rely on consent.

These rights are not absolute. Legal or regulatory requirements may sometimes require us to continue retaining or processing information.

To exercise your rights: email support@mbsaccounting.com . We will normally respond within one month and will not usually charge a fee.

You also have the right to raise a concern with the Information Commissioner’s Office: ico.org.uk/make-a-complaint . We would appreciate the opportunity to address your concerns first.

Cookies and analytics

Our website uses cookies and similar technologies to operate correctly, remember your preferences, understand website usage and improve our services.

Strictly necessary cookies may be used without consent where they are required for the website to function or to remember your cookie choices.

Optional cookies, including Google Analytics cookies, will only be used where you have provided consent.

Some website features, including Tidio chat and embedded third-party content, may also use cookies or similar technologies.

You can accept, reject or adjust optional cookies through our cookie banner and can change your preferences at any time. Further details are available in our Cookie Policy.

Newsletter and marketing communications

We may send you newsletters, accounting updates and information about our services where you have requested them or otherwise agreed to receive marketing communications.

You can unsubscribe at any time using the unsubscribe link included in our emails or by contacting support@mbsaccounting.com .

Withdrawing from marketing will not prevent us from sending essential administrative or service-related communications where these are necessary for an existing client relationship.

Third-party links and embedded content

Our website may contain links to external websites and services, including our client portal, social-media platforms and embedded content.

These third parties operate under their own privacy policies, and we are not responsible for their privacy practices or website content. We recommend reviewing the relevant privacy information before providing personal information to an external service.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our services, legal obligations or how we use personal information.

The latest version will always be published on this page. Where appropriate, we will bring significant changes to your attention.

Privacy enquiries

If you have questions about this Privacy Policy or how MBS Accounting handles your personal information, please contact us.

MBS Accounting Ltd

Website: mbsaccounting.com

Email: support@mbsaccounting.com

Last updated: 8 August 2026