Vista Accountants Limited
Last updated: 28 October 2026
1. Who we are
Vista Accountants Limited is an accountancy and business support firm based in the United Kingdom.
Website: https://vistaaccountants.co.uk
Contact email: info@vistaaccountants.co.uk
Business address: 24 Shepwell Green, Willenhall WV13 2QJ
In this policy, “we”, “us” and “our” refer to Vista Accountants Limited. We act as a data controller when we determine how and why personal information is processed for our own business purposes.
2. Personal information we collect
Depending on the services you enquire about or receive, we may collect:
- Names, business names and contact details, including telephone numbers, email addresses and postal addresses.
- Information submitted through our website, social media lead forms, telephone calls, emails and other enquiries.
- Business and financial information necessary to provide accounting, tax, VAT, payroll and related services.
- Information relating to property income, rental activities and Self Assessment tax returns where relevant to our services.
- Identification, verification and compliance information where required for professional, anti-money laundering or other legal obligations.
- Information relating to our engagement with you, including correspondence, instructions, invoices and service records.
Please do not submit confidential financial documents or sensitive personal information through a social media enquiry form.
3. How we use your personal information
We may use personal information to:
- Respond to enquiries about our accountancy, tax, payroll, property and business services.
- Contact prospective clients to discuss their requirements and provide information about our services.
- Prepare accounts, tax returns, VAT returns, payroll and other agreed work.
- Carry out client identification, verification and anti-money laundering checks where applicable.
- Manage client relationships, appointments, fees, billing and administration.
- Comply with legal, regulatory, professional and record-keeping obligations.
- Protect our business, prevent fraud and establish, exercise or defend legal claims.
4. Our lawful bases for processing
Under UK data protection law, we rely on one or more applicable lawful bases, depending on the purpose of processing. These may include:
- Contract: to take steps at your request before entering an engagement and to perform our agreement with you.
- Legal obligation: to meet applicable tax, anti-money laundering, regulatory and other legal requirements.
- Legitimate interests: to respond to relevant business enquiries, administer our practice, maintain records and protect our business, where those interests are not overridden by your rights.
- Consent: where consent is required, including for certain types of direct marketing or optional cookies.
Where we rely on consent, you may withdraw it at any time. Withdrawal does not affect processing that was lawful before consent was withdrawn.
5. Information submitted through social media lead forms
If you submit your details through a social media lead form or an advertisement promoting our services, we may receive the personal information you provide, such as your name, telephone number, email address and answers to questions about the services you require.
We use this information to:
- Respond to your enquiry.
- Contact you to discuss your accounting or business support requirements.
- Assess which of our services may be relevant to your enquiry.
- Follow up on your request and maintain an appropriate record of the enquiry.
We receive the information made available to us through the lead form and handle it in accordance with this policy and applicable data protection law.
Submitting an enquiry does not automatically subscribe you to unrelated marketing communications.
6. Sharing your personal information
We do not sell your personal information.
Where necessary and appropriate, we may share information with:
- HM Revenue & Customs, Companies House and other relevant authorities where required to provide our services or meet legal obligations.
- Software providers, cloud storage providers and other technology suppliers supporting our business operations.
- Identity verification and anti-money laundering service providers where relevant.
- Professional advisers, insurers or legal representatives where necessary.
- Other parties where disclosure is required by law or is necessary to establish, exercise or defend legal claims.
We only share information where there is an appropriate reason and lawful basis. Relevant service providers may process information on our behalf under appropriate arrangements.
7. How long we retain personal information
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, including applicable legal, regulatory, professional, tax and record-keeping requirements.
Retention periods vary according to the nature of the information, the services provided, our legal obligations and whether a matter remains ongoing.
Enquiry information that does not result in an engagement will be retained for an appropriate period in accordance with our retention procedures. Client records may need to be retained for longer where required by law or professional obligations.
8. How we protect your information
We take appropriate technical and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration or disclosure.
Access to client information is restricted to authorised individuals and service providers who need it for legitimate business purposes.
No method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
9. Cookies and website technologies
Our website may use cookies and similar technologies to support its operation, security, functionality and, where applicable, analytics or marketing.
The cookies used depend on the website features and services enabled. Where required, we will request consent before using non-essential cookies.
You can manage cookies through your browser settings and any cookie preferences offered on our website.
10. Your data protection rights
Subject to applicable legal conditions and exemptions, you may have the right to:
- Request access to personal information we hold about you.
- Ask us to correct inaccurate or incomplete information.
- Request erasure of personal information in appropriate circumstances.
- Request restriction of processing in certain circumstances.
- Object to processing where the law provides that right.
- Request the transfer of certain information to you or another organisation.
- Withdraw consent where processing relies on consent.
- Object to direct marketing at any time.
We may need to retain certain information to meet legal, regulatory or professional obligations, even where an erasure request is made.
11. International transfers
Some of our service providers may store or process personal information outside the United Kingdom. Where personal information is transferred internationally, we will take steps required by applicable data protection law to ensure appropriate safeguards are in place.
12. Complaints
If you have concerns about how we handle your personal information, please contact us first so we can try to resolve them.
You also have the right to complain to the Information Commissioner’s Office (ICO), the UK’s data protection regulator.
Website: https://ico.org.uk/make-a-complaint/
13. Changes to this policy
We may update this privacy policy from time to time to reflect changes in our services, business practices or legal obligations. The latest version will be published on our website with its updated date.
14. Contact us
For questions about this policy or how we process your personal information, contact:
Vista Accountants Limited
Website: https://vistaaccountants.co.uk
Email: info@vistaaccountants.co.uk
Address: 24 Shepwell Green, Willenhall WV13 2QJ
