INTRODUCTION
Our software and associated services (the “Services”) are provided to business customers and their authorised users for purposes relating to their trade, business, craft or profession. This Privacy Notice applies to:
• individuals who access or apply to access the Services on behalf of a business customer (including sole traders or individual partners), and also to directors or owners of a business customer
• any other users of our website or Services, and anyone who communicates with us
It is important that you read this Privacy Notice so that you are fully aware of how and why we are using your personal information.
SCOPE OF THIS NOTICE
PERSONAL INFORMATION WE COLLECT ABOUT YOU AND HOW WE USE IT
ANONYMOUS DATA
We will only use your personal information if we have a lawful basis to do so. The purposes for which we use your information and the lawful bases relied upon include:
• To provide and operate the Services, manage your or your organisation’s account, and perform our contracts with our customers. Lawful basis: performance of a contract; legitimate interests (to deliver and improve our Services).
• To communicate with you about the Services, including service updates, notices, and administrative messages. Lawful basis: performance of a contract; legitimate interests (to ensure effective operation and support of the Services).
• To respond to enquiries, provide customer support and manage our relationship with you and our customers. Lawful basis: legitimate interests (to operate our business and provide support).
• To conduct onboarding, due diligence proportionate to our Services (for example, verifying business details or key contacts), prevent fraud and maintain security. Lawful basis: legitimate interests (to protect our Services and business); legal obligations where applicable.
• To improve and develop our website and Services, including troubleshooting, testing, analytics and research. Lawful basis: legitimate interests (to improve and secure our Services).
• To send marketing communications to business contacts about our Services, where permitted. You can opt out at any time. Lawful basis: legitimate interests (B2B marketing); consent where required by law.
• To comply with legal and regulatory obligations, and to establish, exercise or defend legal claims. Lawful basis: legal obligation; legitimate interests.
INTERNATIONAL TRANSFERS
SECURITY OF YOUR PERSONAL INFORMATION
We retain personal information only for as long as reasonably necessary to fulfil the purposes we collected it for, including to satisfy legal, regulatory, tax, accounting or reporting requirements. We may retain information for a longer period in the event of a complaint, dispute or if we reasonably believe there is a prospect of litigation in relation to our relationship with you.
By way of guidance, we generally retain:
• customer and account records for up to 6 years after the end of the customer relationship
• financial and accounting records for 6 years (or longer if required by law)
• general enquiries for up to 12 months
• marketing contact details until you opt out or we determine they are no longer needed
• identity/verification materials, where collected, for up to 5 years or as required by law
YOUR RIGHTS
Subject to applicable law, you have the following rights in respect of your personal information:
• Right of access – to obtain a copy of your personal data
• Right to rectification – to correct inaccurate or incomplete data
• Right to erasure – to request deletion of your data in certain circumstances
• Right to restriction – to request we limit processing in certain circumstances
• Right to object – to object to processing based on our legitimate interests and to direct marketing
• Right to data portability – to receive certain data in a structured, commonly used and machine-readable format or request we transfer it to another controller
• Right to withdraw consent – where we rely on consent, you may withdraw it at any time (this does not affect processing prior to withdrawal)
Not all rights are absolute, and we may be entitled to refuse requests where exceptions apply. To exercise your rights, please contact us using the details in the “CONTACT US” section.
COMPLAINTS
CHANGES TO OUR PRIVACY NOTICE

Company number 16497432
Company number 16497432

Company number 16497432
Company number 16497432

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