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PRIVACY POLICY
Version
1.0
Effective Date
01/06/2026
Carrara Consulting is committed to protecting your privacy and handling personal data responsibly. This Privacy Policy explains how we collect, use, share, store, and protect personal data when you visit our website or use our accounting, tax, bookkeeping, payroll, advisory, and related professional services.
1. Who We Are
Carrara Consulting is a sole trader practice operated by [Your Full Name], providing accounting, tax, bookkeeping, payroll, and advisory services. For the purposes of data protection law, Carrara Consulting is the data controller of your personal data.
Contact details:
Address
Oldcourt, Athy. Co. Kildare
mario@carraraconsulting.ie
Telephone
087 457 3524
2. What We Collect
We may collect and process personal data through our website, onboarding process, engagement letter, and during the provision of services. This may include identity details, contact details, business information, tax and financial information, banking and billing information, correspondence, AML/KYC documentation, information from previous accountants or advisers, and technical data such as IP address or browser type when you use our website.
We may collect personal data directly from you or from third parties such as previous accountants, financial institutions, software providers, or public authorities where relevant to the services.
3. How We Use Your Data
We use personal data to respond to enquiries and initial contact, assess and onboard clients, prepare and deliver accounting and tax services, register and interact with tax authorities on your behalf, maintain books and records, manage billing and administration, comply with legal and regulatory obligations, carry out AML/KYC checks, communicate about deadlines and requirements, and improve our services and website functionality.
We will only use your data for purposes consistent with this Privacy Policy and your engagement with us.
4. Legal Basis for Processing
We process personal data under the following legal bases:
• Contract, to provide services agreed in your engagement letter.
• Legal obligation, to comply with tax, accounting, AML, and regulatory requirements.
• Legitimate interests, to operate and manage our practice, maintain records, ensure security, and protect legal rights.
• Consent, where required for non-essential website features or cookies.
Where we rely on legitimate interests, we ensure these are balanced against your rights and freedoms.
5. Website and Cookies
Our website may use strictly necessary cookies for functionality and, where applicable, analytics or similar tools. Non-essential cookies will only be used where required by law and, where applicable, with your consent.
Further details on cookies and how to manage your preferences may be provided in a separate Cookie Policy. If we use a cookie banner, it should offer clear choices and not assume consent from continued browsing alone.
6. Sharing of Personal Data
We may share personal data where necessary with tax authorities and government bodies, financial institutions and payment providers, cloud accounting and software providers, IT and system support providers, previous or successor accountants where authorized, and professional advisers or regulators.
We only share the minimum data necessary for the relevant purpose and only where permitted by law.
7. International Data Transfers
Some of our service providers may process data outside Ireland or the European Economic Area (EEA). Where this occurs, we ensure appropriate safeguards are in place, such as Standard Contractual Clauses or other legally approved mechanisms.
8. Data Retention
We retain personal data only for as long as necessary for the purposes for which it was collected, including providing services, meeting legal, tax, and regulatory obligations, and defending potential claims.
In many cases, this means retaining records for at least six years after the end of the client relationship or relevant transaction, unless a longer or shorter period is required. Original documents remain your responsibility.
9. Data Security
We take reasonable technical and organizational measures to protect personal data from unauthorized access, loss or destruction, misuse, or alteration.
While no system is completely secure, we apply safeguards appropriate to the nature of the data we process. In the event of a data breach, we will act in accordance with applicable legal obligations.
10. AML and Regulatory Requirements
As part of our legal obligations, we are required to carry out identity verification and ongoing monitoring.
This means we may request identification and supporting documents, retain AML/KYC records, and report certain matters to authorities where legally required. In some cases, we may be legally restricted from informing you of such disclosures.
11. Your Rights
Subject to legal limitations, you have the right to access your personal data, request correction of inaccurate data, request deletion where applicable, restrict or object to processing, request data portability, and withdraw consent where applicable.
You also have the right to lodge a complaint with the Irish Data Protection Commission if you believe your rights have been infringed.
12. Required Information
Certain personal data is required to enter into and perform our engagement, comply with legal and regulatory obligations, and provide accounting and tax services.
If you do not provide required information, we may be unable to onboard you or continue providing services.
13. Automated Decision-Making
We do not carry out automated decision-making or profiling that produces legal or similarly significant effects.
14. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our services, legal obligations, or data processing practices. The most recent version will always apply and will be indicated by the effective date above.
15. Contact Us
If you have any questions about this Privacy Policy or how your data is handled, please contact:
Address
Oldcourt, Athy. Co.Kildare
mario@carraraconsulting.ie
Telephone
087 457 3524
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