Privacy Policy

This Privacy Policy explains how Cloud Accounting Support Services Ltd ("we", "us" or "our") collects, uses, shares and protects your personal information when you visit our website, contact us, or use any of the tools and forms on our site. We are committed to protecting your privacy and handling your data in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

1. Who we are

Cloud Accounting Support Services Ltd is the "data controller" responsible for your personal data.

• Email: info@cass-online.co.uk
• Telephone: 01827 780550
• Address: 3 Pebble Close Business Village, Amington, Tamworth B77 4RD
• Company number: 10718230
• VAT number: 287 2656 61

2. Information we collect

We collect information you give us directly and information collected automatically when you use our website.

Information you provide, for example when you:

• complete a contact or enquiry form, or request a quote (name, email, phone number and your message);
• subscribe to our newsletter or podcast updates (name and email);
• download a free guide or complete our Business Growth Health Check (name, email and the answers you provide);
• interact with "Cassie", our AI website assistant (the messages you send and any contact details you share in the chat);
• otherwise correspond with us by phone, email or post.

Information collected automatically, such as your IP address, device and browser type, pages viewed, and how you found and moved around our site. This is collected using cookies and similar technologies (see section 6).

3. How and why we use your information

We use your personal data for the following purposes, relying on the lawful bases shown:

• To respond to your enquiries and provide the information or services you request — performance of a contract or our legitimate interests in responding to you.
• To send you marketing emails, newsletters and podcast updates where you have signed up — your consent, which you can withdraw at any time.
• To provide, personalise and improve our website, including via the Cassie assistant and our lead tools — our legitimate interests in running and improving our business.
• To understand how our website is used and improve its performance — your consent to analytics cookies.
• To comply with our legal and regulatory obligations — legal obligation.

4. Marketing

If you have opted in, we may send you emails about our services, guides, events and podcast episodes. Every marketing email includes an "unsubscribe" link, and you can opt out at any time by clicking it or emailing us at info@cass-online.co.uk. Opting out of marketing will not affect any service-related messages we need to send you.

5. Who we share your information with

We do not sell your personal data. We share it only with trusted third parties who help us operate our website and business, and who are contractually required to protect it. These include:

• Google (Google Analytics) — to understand website usage.
• Google Business Profile & Google Maps/Places — to display reviews and, where enabled, publish updates.
• Mailchimp — to manage our email marketing lists and send campaigns.
• Resend — to deliver transactional and notification emails.
• OpenAI — to power the Cassie website assistant (it processes the messages you send in the chat to generate replies).
• Our hosting and infrastructure providers — to run and secure our website.

We may also disclose your information where required by law, or to protect our rights, property or safety.

6. Cookies and analytics

Cookies are small files placed on your device. We use essential cookies that are necessary for the site to work, and, with your consent, analytics cookies (Google Analytics) that help us understand how visitors use our site. When you first visit, we ask for your cookie preferences via a banner, and analytics cookies are only set if you accept. You can change your mind at any time by clearing your browser's cookies or adjusting your browser settings.

7. International transfers

Some of our providers are based outside the UK (for example in the United States). Where your data is transferred internationally, we rely on appropriate safeguards such as the UK International Data Transfer Agreement, the EU Standard Contractual Clauses, or an adequacy decision, to ensure your data remains protected.

8. How long we keep your data

We keep your personal data only for as long as necessary for the purposes set out above, to comply with our legal, accounting and regulatory obligations, and to resolve disputes. Enquiry and lead records are typically retained for up to 24 months of inactivity unless you become a client or ask us to delete them sooner. Marketing subscriptions are kept until you unsubscribe.

9. Your rights

Under UK data protection law you have the right to:

• access the personal data we hold about you;
• ask us to correct inaccurate or incomplete data;
• ask us to delete your data ("right to erasure");
• restrict or object to our processing of your data;
• request the transfer of your data (data portability);
• withdraw your consent at any time where we rely on consent.

To exercise any of these rights, please email us at info@cass-online.co.uk. We will respond within one month.

10. How to complain

As a firm that processes personal data, we are registered with the UK Information Commissioner's Office (ICO), registration number ZA535088. If you have a concern about how we handle your data, please contact us first so we can put things right. You also have the right to complain to the ICO at ico.org.uk or by calling 0303 123 1113.

11. Changes to this policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised "last updated" date. Please check back periodically.

12. Contact us

If you have any questions about this Privacy Policy or our data practices, please contact us at info@cass-online.co.uk.