A UK GDPR privacy notice for accountancy and bookkeeping clients – individuals, sole traders and organisations – covering purposes, lawful bases, AML checks, sharing, retention, rights and complaints.
Accountancy practice – client documents
Client Privacy Notice for Accountancy Firms
About this document
The privacy notice that your engagement letters refer to. It tells clients – and the individuals connected with them, such as directors, partners, trustees, employees and family members – what personal data you collect, why, on what lawful basis, who you share it with, how long you keep it and what rights they have, as Articles 13 and 14 of the UK GDPR require.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – client documents
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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