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Privacy policy

This notice explains how Trade & Tally (“we”, “us”) collects and uses personal information when you visit tradeandtally.co.uk or contact us. Last updated: 11 November 2026.

Who we are

Trade & Tally is the data controller for personal information collected through this website. For any privacy question or request, email hello@tradeandtally.co.uk.

What we collect and why

  • Enquiries. When you use our enquiry form we collect your name, email address, and any business details and message you choose to give. We use this to reply, to assess whether we can help and, if you go ahead, to provide the agreed service. Lawful basis: our legitimate interests in responding to enquiries, and taking steps at your request before entering into a contract.
  • Optional updates. If you tick the optional box, we record that consent and may send occasional practical tips and service updates. Lawful basis: consent. You can withdraw it at any time using the link in any email or by contacting us.
  • Customers. If you buy a service, we keep the contact, billing and project records needed to deliver it, invoice you and meet legal and tax obligations. Lawful basis: contract and legal obligation.
  • Technical data. Our hosting and security providers process connection data such as IP addresses and browser information to keep the site running and protect it from abuse. Lawful basis: legitimate interests in operating a secure website.
  • Website analytics. If you accept analytics cookies, Google Analytics collects information about how you use the site, such as the pages you view, how you arrived and the type of device you use. We look at it in aggregate to improve the site. Google provides this service on our behalf. Lawful basis: consent, which you can withdraw at any time using Cookie settings at the bottom of any page.
  • Free tools. The quote calculator, invoice reminder writer and MTD checker run entirely in your browser. What you type into them is not sent to us or stored.

Who we share it with

We do not sell your personal information. We share it only with service providers who process it on our behalf under appropriate contracts, such as our website host, email provider, website security provider and, if you accept analytics cookies, Google (Google Analytics), and where the law requires us to. Some providers may process data outside the UK; where they do, we rely on recognised safeguards such as UK adequacy regulations or approved contractual clauses.

How long we keep it

Enquiries that don’t lead to work are deleted within 12 months. Customer and financial records are kept for up to 6 years after our last dealings, as required for tax and legal purposes. Marketing consent records are kept for as long as you remain subscribed and for a reasonable period afterwards as proof of consent.

Your rights

Under UK data protection law you can ask to access, correct or delete your information, restrict or object to how we use it, ask for a portable copy, and withdraw consent at any time. Email hello@tradeandtally.co.uk and we will respond within one month. If you are unhappy with how we handle your information, you can complain to the Information Commissioner’s Office at ico.org.uk, though we would appreciate the chance to put things right first.

Security

We use appropriate technical and organisational measures to protect personal information, including encrypted connections, access controls and spam protection. No online service can be guaranteed completely secure, so please don’t send passwords or other sensitive credentials through the enquiry form.

Cookies and changes

See our cookies policy. We may update this notice from time to time; the date at the top shows when it last changed.