Privacy Notice

Last Updated: June 2026

Introduction

I am committed to protecting your privacy and handling your personal information responsibly.

This Privacy Notice explains how I collect, use, store and protect personal information when you visit my website, contact me or use my services.

I process personal information in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and other applicable data protection legislation.

Who I Am

InSync Accountancy is the trading name of Cheyenne O'Leary.

I am the data controller responsible for the personal information collected through this website and during the provision of my services.

Cheyenne O'Leary
InSync Accountancy
47 Penhale Estate
Redruth
Cornwall
TR15 1HG

Email: hello@insyncaccountancy.co.uk

ICO Registration Number: ZC104334

If you have any questions about this Privacy Notice or how your information is handled, please contact me using the details above.

What Information I Collect

Depending on the nature of your enquiry or the services I provide, I may collect:

Personal Information

  • Name

  • Business name

  • Email address

  • Telephone number

  • Postal address

  • Information relating to your business

  • Information relating to your tax affairs

  • Financial information required to provide accountancy services

Website Information

When you visit my website, certain information may be collected automatically, including:

  • IP address

  • Device type

  • Browser type

  • Pages viewed

  • Time spent on the website

  • Website usage information

This information helps me understand how visitors use the website and how I can improve it.

How I Collect Information

I may collect personal information when:

  • You complete a contact form on my website

  • You email or telephone me

  • You book an appointment through Calendly

  • You become a client

  • You provide information during the course of my services

  • You interact with my website

How I Use Your Information

I use personal information to:

  • Respond to enquiries

  • Arrange consultations and appointments

  • Provide bookkeeping, accountancy and tax services

  • Prepare accounts and tax returns

  • Comply with legal and regulatory obligations

  • Communicate with clients

  • Manage business records

  • Improve my website and services

I only collect information that is relevant and necessary for these purposes.

Lawful Basis For Processing

Under UK GDPR, I must have a lawful basis for processing personal information.

The lawful bases I rely upon include:

Contract

Processing is necessary in order to provide services requested by you or to fulfil a contract between us.

Legal Obligation

As an accountant, I am subject to various legal and regulatory obligations, including tax, anti-money laundering and professional requirements.

Legitimate Interests

Processing may be necessary for the legitimate operation and administration of my business, provided those interests do not override your rights and freedoms.

Consent

Where consent is required, such as for certain website cookies, you may withdraw your consent at any time.

Who I May Share Information With

I do not sell personal information to third parties.

Information may be shared where necessary with:

  • HM Revenue & Customs (HMRC)

  • Professional advisers

  • Regulatory bodies

  • Software and technology providers used in the delivery of my services

  • Government agencies, law enforcement or regulatory authorities where required by law

Any sharing of information is limited to what is necessary and appropriate.

Third-Party Providers

To operate my business and website, I may use trusted third-party providers including:

  • Squarespace (website hosting)

  • Google Analytics (website analytics)

  • Google Search Console (website performance monitoring)

  • Calendly (appointment scheduling)

  • Microsoft 365 (email, document storage and business communication services)

  • Accountancy, bookkeeping and tax software providers used in the delivery of services

These providers may process personal information on my behalf under appropriate contractual arrangements.

International Data Transfers

Some third-party providers used by InSync Accountancy may process personal information outside the United Kingdom.

Where this occurs, I take reasonable steps to ensure appropriate safeguards are in place to protect personal information and comply with UK GDPR requirements.

How Long I Keep Information

I only keep personal information for as long as necessary.

Typical retention periods include:

Enquiries

Information relating to enquiries may be retained for up to 12 months.

Client Records

Client records, financial information and associated documentation are generally retained for a minimum of six years following the end of the client relationship, or longer where required by law, regulation or professional obligations.

Keeping Information Secure

I take appropriate technical and organisational measures to protect personal information from loss, misuse, unauthorised access, disclosure or alteration.

Whilst no system can guarantee complete security, I am committed to maintaining appropriate safeguards and regularly reviewing my processes.

Your Rights

Under UK GDPR, you have several rights regarding your personal information.

These include:

  • The right to access your personal information

  • The right to request correction of inaccurate information

  • The right to request deletion of information in certain circumstances

  • The right to restrict processing

  • The right to object to processing

  • The right to request transfer of your information where applicable

  • The right to withdraw consent where processing relies upon consent

If you wish to exercise any of these rights, please contact me using the details provided above.

Complaints

If you have any concerns about how your personal information has been handled, please contact me first and I will do my best to resolve the issue.

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO).

Information about the ICO can be found at:

https://ico.org.uk

Changes To This Privacy Notice

I may update this Privacy Notice from time to time to reflect changes in legislation, business practices or website functionality.

Any updates will be published on this page and take effect immediately upon publication.