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Privacy Policy

W‑Green (“we”, “us”, “our”) provides bookkeeping and tax compliance services, including our Bookkeeping and Tax Blueprint, to small businesses in the UK. This policy explains how we handle your personal data when you use our website, buy from us or contact us.
 

What data we collect
 

We may collect:
 

  • Contact details (name, email, phone, business name)

  • Account details (login for your member area)

  • Order and payment details (what you buy, billing details – payments are processed by secure providers; we do not store full card details)

  • Booking details (consultation dates and times)

  • Website usage data (pages visited, actions taken)

  • Messages you send us (forms, email, chat)
     

How we use your data
 

We use your data to:
 

  • Provide and manage our services, products and resources

  • Process orders, bookings and payments

  • Send confirmations, reminders and important service messages

  • Respond to your questions and support requests

  • Maintain your member account

  • Improve our website and services

  • Send marketing emails about our services and resources, where allowed (you can opt out at any time)
     

Our main legal bases under UK GDPR are contract, legal obligation, legitimate interests and, where needed, your consent.
 

Sharing your data
 

We may share data with:
 

  • Service providers (website hosting, payments, bookings, email, analytics)

  • Professional advisers (accountants, lawyers, insurers)

  • Authorities where required by law
     

We only share what is necessary and require providers to keep your data secure.
 

Some providers may be outside the UK/EEA. Where this happens, we take steps to protect your data in line with UK law.
 

How long we keep your data
 

We keep your data only as long as needed to provide our services, manage our relationship with you and meet legal, tax and accounting duties. After that, we delete or anonymise it.
 

Your rights
 

You can:
 

  • Ask to access, correct or delete your data

  • Ask us to limit or stop certain processing

  • Ask for a copy of your data in a portable format

  • Withdraw consent where we rely on consent
     

To use these rights, email hello@w-green.com. You can also complain to the ICO at www.ico.org.uk.
 

Cookies and marketing
 

We use cookies and similar tools to run the site, remember preferences, analyse use and support marketing. You can control cookies in your browser and, where available, through our cookie settings.
 

We may send marketing emails if you are a customer or you have given consent. You can unsubscribe at any time via the link in our emails or by contacting us.
 

Security
 

We use reasonable technical and organisational measures to protect your data. No system is completely secure, so you share information at your own risk.
 

Contact and changes
 

If you have questions about this policy or your data, contact us at hello@w-green.com.

We may update this policy from time to time. Changes will appear on this page.


 

Last updated: [add date]

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