Privacy policy
Effective Date: [01/01/2024]
Last Updated: [02/09/2025]
Reckonwell (“we,” “our,” “us”) respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, store, and share your information when you use our website www.reckonwell.com (the “Site”) or our services.
1. Information We Collect
We may collect and process the following types of information:
a. Information you provide directly:
Name, company name, job title.
Email address, phone number, billing address.
Financial and accounting information you choose to share with us for our services.
Messages you send through contact forms, email, or chat.
b. Information collected automatically:
IP address, browser type, device information.
Pages you visit, time spent on our Site, and referring website.
Cookies and similar technologies (see Section 7).
c. Information from third parties:
Business directories, lead generation services, and partners (e.g., if you book via a linked service).
2. How We Use Your Information
We use your information to:
Provide and manage accounting and finance services.
Respond to enquiries and customer support requests.
Process payments and invoices.
Improve our website, services, and user experience.
Send marketing communications (only if you opt in).
Comply with legal obligations.
3. Legal Basis for Processing (UK & EU GDPR)
We rely on the following lawful bases to process your personal data:
Contractual necessity – to provide you with services you request.
Legitimate interests – to improve our services, market responsibly, and maintain security.
Legal obligations – to comply with accounting, tax, or regulatory requirements.
Consent – for optional marketing or cookies (you may withdraw consent at any time).
4. Sharing Your Information
We may share your personal data with:
Service providers (e.g., payment processors, IT hosting, email platforms).
Professional advisors (e.g., accountants, auditors, lawyers).
Regulatory bodies if required by law.
Third parties only with your consent or where necessary to deliver our services.
We do not sell your personal data.
5. Data Retention
We retain your personal information only as long as necessary:
To provide our services.
To meet legal, accounting, and regulatory requirements.
For up to [X years] after the end of our professional relationship, unless you request earlier deletion where legally possible.
6. Data Security
We implement appropriate technical and organisational measures to protect your personal information, including encryption, secure servers, and restricted access. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
7. Cookies & Tracking Technologies
Our Site uses cookies and similar technologies to:
Improve site functionality.
Analyse visitor behaviour and website performance.
Support targeted advertising (where applicable).
You can manage or disable cookies in your browser settings. For more details, see our [Cookie Policy] (if separate).
8. Your Rights (UK & EU GDPR)
You have the following rights regarding your personal data:
Access your information.
Request correction of inaccurate data.
Request deletion of your data.
Restrict or object to processing.
Data portability.
Withdraw consent (where processing is based on consent).
To exercise these rights, contact us at: [Insert Contact Email].
9. International Data Transfers
If we transfer your personal data outside the UK/EEA, we ensure adequate protection (e.g., using standard contractual clauses or equivalent safeguards).
10. Third-Party Links
Our Site may contain links to third-party websites. We are not responsible for their privacy practices, and we encourage you to review their policies.
11. Children’s Privacy
Our services are not directed at individuals under 18. We do not knowingly collect personal data from children.
12. Your Rights Under CCPA/CPRA (California Residents)
If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA). These rights include:
Right to Know: You may request details about the personal information we collect, use, disclose, and share.
Right to Delete: You may request that we delete personal information we hold about you, subject to legal obligations.
Right to Correct: You may request correction of inaccurate personal information.
Right to Opt Out of Sale/Sharing: We do not sell your personal information, but if we engage in sharing for targeted advertising in the future, you will have the right to opt out.
Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.
Right to Limit Use of Sensitive Personal Information: If applicable, you may limit how your sensitive data is used or disclosed.
Categories of Personal Information We Collect
As defined by CCPA/CPRA, we may collect the following categories of personal information:
Identifiers (e.g., name, email, phone number).
Professional or employment-related information (e.g., company name, job title).
Commercial information (e.g., billing details, transaction history).
Internet or network activity (e.g., IP address, browsing behaviour on our Site).
Financial information (if necessary to provide our services).
We collect these categories for the purposes described in Section 2 of this Privacy Policy.
Exercising Your CCPA/CPRA Rights
You may exercise your rights by contacting us at:
📧 [info@reckonwell.com]
We may need to verify your identity before responding to your request. You may also authorise an agent to make a request on your behalf.
13. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date.
13. Contact Us
If you have questions about this Privacy Policy or how we handle your data, please contact us:
Reckonwell Ltd
Website: www.reckonwell.com
Email: [info@reckonwell.com]
Address: [124 City Rad, London, EC1V 2NX]