Millard Bookkeeping & Accountancy Ltd

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Privacy & Data Protection Statement

What personal data we collect from you, why and for how long:

In summary we collect, but are not limited to, the following personal information: Contact information, ID Information and tax relevant information for both personal and corporate clients. We do not use it for client profiling, email marketing, or any other such processing. It is used simply to provide our services.

We only hold your data for as long as is required to provide the services requested of us and then for as long as is required by law afterwards. 


We use Microsoft to store client data via our cloud based One Drive file storage system and to share protected files with you.

Microsoft go to great lengths to ensure the security of data they store on our behalf. There privacy statement can be viewed here:


We use Capium to prepare, and submit, bookkeeping, CIS, VAT and payroll returns on your behalf..

You can view their Privacy policy and GDPR compliance documents here:


We use Taxfiler to prepare and submit personal, and corporate tax returns, and accounts.

Data stored by Taxfiler is held in encrypted UK servers. Their privacy policy can be viewed here:

  • To be informed of what data we hold on you.
  • To access the information we hold on you and port it to other platforms if you wish
  • To request that we rectify any information we hold that is incorrect.
  • To request that your information is deleted from our records, if there is no legal obligation for us to retain it.
  • To request we restrict the processing of your information. This means we may store the data but not use it.​​
  • To object to the processing of your information for direct marketing purposes.

Complaints and Queries:

If you have any queries in relation to the protection of your data or wish to raise a complaint please contact our Data Protection Officer (DPO):

​Mr Pip Millard, 27 Bilbery Grove, Taunton, Somerset, TA1 3XN, P: 01823 771272, E:

​Our governing body in relation to Data Protection is the ICO, Wycliffe House, Wilmslow, Cheshire, SK9 5AF

How we store, process and protect your information:

Your personal data is stored on three main systems. Details of these systems and their protection systems are below:​​

Millard Bookkeeping & Accountancy takes the storage and protection of your personal data very seriously. This notice explains how we do that. 

You can request changes, deletion, or supply of your information as described above by contacting our Data Protection Officer (DPO), Mr Pip Millard, whose contact details are given at the bottom of the page.

Phone: 01823 771272
Mobile: 07432 094117
Email: ​
Millard Bookkeeping and Accountancy Limited

Chartered Certified Accountants

How we use and distribute your information

We only ever distribute your personal data to third parties for the following reasons: In providing our services, if requested to directly by you or due to legal requirements. Third parties we may distribute your information too as part of our services include, but are not limited to: HMRC,  Companies House and The Charities Commission.

Quality, Value, straight forward bookkeeping, accountancy & taxation services for small business

Your rights:

Under data protection regulations you have the following rights in relation to the personal data we hold on you: ​

Millard Bookkeeping & Accountancy Limited is a Company registered in England & Wales

Company Number: 09551153

Millard Bookkeeping and Accountancy Ltd