Privacy Policy

1. Who We Are

We are CASEwork Services CIC Ltd, a UK-based accounting and payroll service provider. Our contact details are:

  • Unit 1, Ten Pound Walk, Doncaster, DN4 5HX
  • accounts@casework.org.uk
  • www.casework.org.uk

We are the data processor for the personal data you provide to us.

2. What Information We Collect

We collect and process personal data including:

  • Names, addresses, phone numbers, and emails
  • National Insurance numbers, UTRs, VAT numbers
  • Payroll information (e.g., staff names, salaries, tax codes)
  • Bank and payment details
  • Invoices, receipts, and transaction records

3. Why We Collect It

We process your data to:

  • Deliver bookkeeping and payroll services
  • Comply with tax and legal obligations
  • Communicate with you
  • Maintain internal records

4. Legal Basis for Processing

We rely on:

  • Contract – to fulfil our service agreement with you
  • Legal obligation – for tax and regulatory compliance
  • Legitimate interest – for effective service delivery and communication

We may ask for your consent for marketing or newsletter emails (opt-in only).

5. How Long We Keep Your Data

We retain your data for 6 years or longer if required for legal reasons. After that, it is securely deleted or anonymised.

6. Your Rights

You have rights including:

  • Access to your data
  • Correction of inaccuracies
  • Deletion of data (where applicable)
  • Objection to processing
  • Portability of your data

To exercise your rights, contact us at accounts@casework.org.uk.

7. Who We Share Data With

We only share data with trusted third parties such as:

HMRC
Accountants or advisors
Software providers (e.g., Xero,  BrightHR)
All data processors are bound by strict data protection obligations.

8. Transfers Outside the UK

If data is transferred outside the UK (e.g., cloud backups), we ensure it is protected under UK adequacy regulations or appropriate safeguards such as Standard Contractual Clauses.

9. How to Complain

If you are unhappy with how we handle your data, please contact us first.

If unresolved, you can complain to the Information Commissioner’s Office (ICO):
https://ico.org.uk/
0303 123 1113

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