Close your account and delete your data

How to ask

You can ask in whichever way suits you:

• In the app: open Your details and choose Close your portal account. You see a reference for your request straight away.
• In the client portal: sign in, open Your details and choose Close your portal account.
• By email: write to info@accountingagents.co.uk from the email address we hold for you, and tell us you would like to close your account and have your personal data deleted.
• By phone: call us on 0113 833 4233 (Monday to Friday 9:30am to 5pm, Saturday 10am to 1pm).
• By post: write to us at 90 New Road Side, Horsforth, Leeds, England, LS18 4QB.

If you ask by email, phone or post, we may need to confirm it is you before we act, so that nobody else can close your account.

Deleting the app from your phone does not close your account. To remove the app's data from a phone, choose Sign out of this device under Your details in the app.

Closing your portal account is not the same as ending our services. If you also want us to stop acting for you, please tell us and we will explain the next steps.

What happens next

• We log your request and close your portal login, so you can no longer sign in to the portal or the app.
• Every session you are signed in to ends, the Face ID or fingerprint sign-in on each of your phones stops working, and we stop sending you notifications.
• We delete the personal data we no longer have a reason or a legal duty to keep.
• We write to you to confirm what we have deleted, and what we must keep and why.

What we delete

• Your portal and app login, including your sign-in details.
• The notification address of each phone you used, and the public half of each phone's Face ID or fingerprint security key.
• Any other personal data we no longer have a reason or a legal duty to keep, for example quote details and contact details that are not part of the records below.

What the law requires us to keep

Some records must be kept for a time after our relationship ends, even if you ask us to delete them:

• Identity checks and other anti-money laundering records: five years after our business relationship ends, as the Money Laundering Regulations 2017 require.
• Accounting and tax records, our working papers and correspondence: six years after our relationship ends.
• Invoices and payment records: seven years.

We keep these records securely, use them only for the reason we keep them, and delete them at the end of the period, unless there is a legal claim or investigation that means we must keep them longer. If we are still acting for you, we also keep the records we need to carry on that work. Deleted information can remain in our encrypted backups for up to about 90 days, until those backups are automatically deleted.

How long it takes

We reply within one month of your request to confirm what we have done. If your request is complex, we may need up to two more months, and we will tell you within the first month if so. There is no charge.

More about your data

Our client privacy notice at www.accountingagents.co.uk/client-privacy-notice explains what we hold, why, and all your rights. If you are unhappy with how we have handled your request, please contact us first so we can try to put it right. You also have the right to complain to the Information Commission at www.ico.org.uk/make-a-complaint.