Privacy Policy

1. Who we are

Abacrow is a UK-based online platform that connects clients with qualified accountants and helps automate the onboarding process. We collect and process information so we can review your records, prepare quotes, and provide accounting services via our partner firms.

2. Information we collect

The information we collect depends on how you use the platform and what you choose to share. This may include:

• Contact details – such as your name, email address and phone number.
• Business details – such as trading name, legal entity, UTR, Companies House details and other registration information you provide.
• Financial records – files you upload to the client portal (for example invoices, receipts, bank statements and management accounts).
• Portal activity – basic usage information such as login events, device/browser type and which sections of the portal you access.
• Messages – any messages you send through the secure portal chat or via forms on the site.

3. How we use your information

We use your information for the following purposes:

• To review your situation and prepare accounting quotes.
• To provide and improve the onboarding and client portal experience.
• To communicate with you about your quote, onboarding, deadlines and ongoing services.
• To comply with legal, tax and regulatory obligations where applicable.
• To maintain security, prevent fraud and protect the platform against misuse.

4. How your files are stored

Files you upload through the Abacrow portal are encrypted at rest using strong encryption before being stored. Access to those files is limited to the Abacrow team and any accountants or firms we assign to your engagement. We do not sell your documents or allow third parties to browse them for marketing purposes.

5. Sharing information

We only share your information where it's necessary and appropriate, for example:

• With accounting partners who are reviewing your records or delivering services to you.
• With service providers who help us operate the platform (for example hosting, SMS or email providers), under appropriate data-protection terms.
• Where required by law, regulation or a valid legal request.

6. How long we keep information

We retain information for as long as it is reasonably necessary for the purposes described above, including to meet legal, tax and accounting obligations. Where information is no longer required, we will take steps to delete or anonymise it.

7. Your choices and rights

Depending on your location and the services you use, you may have rights over your personal data, such as:

• Accessing a copy of the personal data we hold about you.
• Requesting corrections to inaccurate information.
• Asking us to delete information where we no longer have a valid reason to keep it.
• Objecting to certain types of processing, or asking us to restrict how we use your data.

To exercise these rights, please contact us using the details on the Contact page and we'll respond as soon as we reasonably can.

8. Cookies & tracking

The platform uses essential cookies to keep you logged into the admin and client portals securely. If we add analytics or other tracking in future, we'll update this page and explain what is used and why.

9. Contact

If you have any questions about this Privacy Policy or how Abacrow handles your information, please contact us via the details on the Contact page.