Traverse Accountants respects your privacy and protects the personal information we obtain from you from time to time. Our privacy policy outlines how we manage the security of this information.

How we collect your information

We only collect personal information that is necessary for us to provide our service to you and to provide you with information about other services we offer that may be relevant to you.  Often this is information that is required to be disclosed by law to statutory bodies. All information that we collect is voluntarily provided by you, e.g. registering as a client on our website, filling in a form, sending us an email or during a meeting. If you provide us with your email address we may send you email communications of our newsletters or updates.

We usually collect personal information such as your name, business contact details, job title and interests. Where relevant, we may ask you for other information. We also collect some information about your use of our website. Much of this information will not be personal as it will not reveal your personal identity.

How we use the Information

We use the information you provide to deliver the information most suited to your needs and to provide you with accounting, financial or related services. We only use your personal information to respond to your requests or to provide you with further information about Traverse Accountants.

If you would prefer not to receive this information, please let us know and we will respect your decision.

We will hold your personal information for only as long as is required to fulfil the purposes for which it was collected or as statutorily required.

Security of your information

We use a range of physical and electronic procedures to ensure the privacy of your personal information is safeguarded. These include physical access to our offices, a secure database system, and firewalls. The internet is not secure however and we cannot guarantee the security of any information sent to us via the internet.

How you can access your Information

In most cases you can access the personal information we hold about you by contacting the Director who manages your relationship. We also provide a user login functionality that may provide online access to some or all of your client details and files. Otherwise contact [email protected] and access will be arranged.  In some circumstances we may refuse to give you access to personal information and in such circumstances we will explain why.

We reserve the right to make changes to this Privacy Policy as required.