TaxBoost software is developed and owned by ProActivTax Ltd (Company number 09540555).

At ProActivTax Limited ('PATL'), we are committed to protecting your privacy and this Privacy Policy tells you how we collect, use and disclose your personal data. This Privacy Policy has been drafted to comply with the legal standards that currently exist in the United Kingdom and will be modified as PATL determines is necessary to satisfy or exceed legal requirements. We reserve the right to modify this Privacy and Cookie Policy at any time by notifying our customers, via the main TaxBoost website (www.TaxBoost.co.uk), of a new or revised Privacy Policy

If you would like further information on this Privacy Policy or about PATL’s use of your personal data, we encourage you to contact info@proactivtax.co.uk. For details concerning your rights under the General Data Protection Regulation (GDPR), Data Protection Act 2018 (DPA18) and other applicable legislation, contact the Information Commissioner’s Office (ICO) (https://ico.org.uk).

Where a lawful basis of consent is noted in this Privacy Policy, you have the right to withdraw that consent.

You have the right to lodge a complaint with the ICO as the supervisory authority if you have an issue in relation to our treatment of Your data.

1 PERSONAL DATA

1.1 ”Personal data" (as defined by the GDPR and the DPA18) means any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier. This definition provides for a wide range of personal identifiers to constitute personal data, including name, identification number, location data or online identifier, reflecting changes in technology and the way organisations collect information about people.

1.2 Personal data that can be used to identify you as an individual includes your:

name
mailing address
telephone number
email address
information collected via cookies
log-in credentials (of customer account) IP address.

Examples of non-personal data include:

business name (when the business is a corporate entity)
business entity type (e.g. LLP, Limited Company, etc.)
website address
non-personal information provided in communications with PATL

1.3 No sensitive personal data (as defined by the GDPR and the DPA18) is collected by PATL.

1.4 We collect your Personal Data through a number of sources, including:

1. website registration
2. enquiries and information provided in communications with ASPL
3. software usage
4. visits to and use of the TaxBoost website (e.g. browser type and version, operating system, referral source, length of visit, page views and website navigation paths, etc.)

1.5 When your business subscribes to the TaxBoost software you will be re-directed to GoCardless, to handle card payments. PATL only acquires an authorised token from the card payment processor for use in recurring payments – your full card details are only held with GoCardless and are not shared with PATL. The TaxBoost Privacy and Cookie policy should be read in conjunction with the GoCardless privacy policy for payers.

Personal Data gathered directly from customers during website registration or enquiries are centrally managed in a bespoke Customer Relationship Management System (CRMS). These actions in regard to personal data are performed on the lawful basis of contract as described in the GDPR and the DPA18 and may be used by PATL in the interests of ongoing staff training, incident investigations and product or process development. This personal data is kept for the duration of any ongoing business or software usage, and for six years thereafter.

2 HOW WE USE PERSONAL DATA

2.1 Certain personal data, such as names, contact details and online identifiers, are required for us to supply software that you have requested, carry out an agreement with you or take any steps that you have requested. These actions in regard to personal data are performed on the lawful basis of contract as described in the GDPR and the DPA18.

2.2 In addition to the uses mentioned in 2.1, we may also use your personal data for the following additional purposes and direct marketing ("Additional Purposes"). These actions in regard to personal data are performed on the lawful basis of consent as described in the GDPR and the DPA18.

Examples include where you have given us appropriate permission to:

• advise you about new PATL products, webinars, events and services, and
• provide business, sector and market-relevant news updates.

2.2.1 If you want to give or withdraw your consent to receiving Marketing Materials in any medium, simply notify PATL by email info@proactivtax.co.uk or phone during office hours 01246 488 200.

2.2.2 You remain the Data Controller for personal data uploaded to the cloud and any personal data therein is still your legal responsibility. PATL is only a Data Processor in this respect. The GDPR and the DPA18 defines both Data Controller and Data Processor as applicable terms.

2.2.4 In each of the cases listed in 2.2, the data is retained for as long as you are an PATL customer and for a further seven years thereafter.

2.3 PATL uses a third party software (Zoho Campaigns) to implement our email campaigns. The third-party software does not use the email addresses stored for their own purposes.

Please note Zoho servers are located in the Netherlands and Dublin. The TaxBoost Privacy policy should be read in conjunction with Zoho Privacy policy https://www.zoho.com/privacy.html

2.4 Unless otherwise specified in this Privacy Policy, your personal data will not be transferred to a third party for their independent use without your express consent. PATL does not give trade references and does not 'sell on' or share your personal details beyond the limited circumstances described within this policy.

2.5 You should be aware that there are very limited instances under law in which we may be required to disclose the personal data of our customers. If such an instance arises, we shall only release that personal data as required by law. These actions in regard to personal data are performed on the lawful basis of legal obligation as described in the GDPR and the DPA18.

3 USE OF THE TAXBOOST WEBSITE AND COOKIE USAGE

3.1 Our website uses cookies to improve your user experience. Cookies are text files containing small amounts of information which are downloaded to your device when you visit a website. Cookies are then sent back to the originating website on each subsequent visit, or to another website that recognises that cookie. Cookies are useful because they allow a website to recognise a user’s device, enabling online shopping carts, remembering choices you have made and so on. You can find more information about cookies at: www.allaboutcookies.org and www.youronlinechoices.eu.

4 OTHER WEBSITES

4.1 The TaxBoost website may, from time to time, contain links to and from the websites of our partner networks and affiliates. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.

5 ACCESS TO INFORMATION

5.1 Legislation gives you the right to access information held about you. Your right of access can be exercised in accordance with the Act. Any access request may be subject to a fee of £10 to meet our costs in providing you with details of the information we hold about you.

6 CHANGES TO POLICY

6.1 Any changes we may make to this Privacy and Cookies Policy in the future will be posted on the Website and, where appropriate, notified to you by e-mail. Each time you enter the Website, you agree that the Privacy and Cookies Policy current at that time shall apply to all information held by you.

Questions, comments and requests regarding this Privacy and Cookies Policy are welcomed and should be addressed to info@proactivtax.co.uk.

This Privacy and Cookies Policy were last updated on 9th November 2020.