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Template · Client
Privacy Notice for Accountancy Clients Template (UK, Free Download)
Inform your clients how their data is handled and protected.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A privacy notice is a legal requirement under GDPR, explaining what data you collect, why you collect it, and the rights clients have over their information.
Who is this sent to, and when?
- Sent to
- Clients
- When to send it
- At onboarding and available on your website
What must a privacy notice include?
It must be transparent and easy to understand.
- Types of personal data collected
- Lawful basis for processing
- Who the data is shared with
- Data retention period
- Client rights (access, erasure, etc.)
Preview the template
Template only. Review with a solicitor or your professional body before use.
Privacy Notice for Accountancy Clients Template
Privacy Notice
[Firm Name] is committed to protecting your personal data.
1. Data We Collect
We collect personal information such as name, address, UTR, and financial data to provide our services.
2. Why We Process Your Data
We process data to fulfil our contract with you and comply with legal requirements (e.g., tax filings).
3. Data Sharing
We only share your data with third
Preview shows the opening and key sections. The full editable file is free to download below.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering. For engagement letters and proposals, use proposals and letters of engagement with e-signatures.
What are the common mistakes?
- Jargon-filled language
- Vague processing purposes
- Missing contact details
- Failing to update for new services
“Managing deadlines and tasks is much easier.”
Frequently asked questions
Is this mandatory?
Yes, under the UK GDPR.
Where should I host it?
On your website and linked in your email signature.
How often should I review it?
At least once a year.
What if I use cloud software?
You must disclose that data may be stored on third-party servers.
Do I need a DPO?
Most small firms don't, but you should still have a data lead.
What about cookies?
If your website uses cookies, you need a separate cookie policy.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
