Legal
Privacy policy
Last updated 11 September 2026
This is a demonstration website. Ochil Ledger is a fictional accountancy practice created by Tempany Web Studios. Nothing you type into it is sent, stored or emailed anywhere: the enquiry form runs entirely inside your own browser and the page forgets it the moment you close the tab. The policy below is written the way a real practice’s would be, so a client can see exactly what they would get.
Who we are
Ochil Ledger Accountancy, 14 Mill Brae, Tillicoultry, Clackmannanshire FK13 6AA. For anything to do with your personal information, email [email protected] or phone 01632 960 331. On a live site the practice owner is the data controller, and an accountancy practice would also be registered with the Information Commissioner’s Office.
What we collect, and when
Only what we need to answer you, quote you, and then do the work.
When you send an enquiry
- Your name
- Your email address, and your phone number if you give one
- What kind of taxpayer you are, and whether you have an accountant now
- Whatever you write in the message, including the plan and add-ons you ticked in the fee chapter, if you ticked any
Please do not send bank details, your Unique Taxpayer Reference, your National Insurance number or anything about your health through a website form. If any of that matters, we ask for it once you are a client, through a channel built for it.
Once you are a client
Everything the work needs and nothing it does not: your income and expenditure records, your tax references, the HMRC authorisations, payroll data if we run your payroll, and the identity documents that money laundering rules require us to hold.
Automatically
Our host keeps standard server logs: IP address, browser type, the page requested and the time. They keep the site running and secure, and the host deletes them on a rolling basis.
Why we use it, and our lawful basis
- To reply to your enquiry and prepare a quote. Taking steps at your request before entering into a contract.
- To do the accountancy work and file on your behalf. Performance of our contract with you.
- To meet the checks the law puts on accountants. Legal obligation. Identity verification under the Money Laundering Regulations is the main one, and it is not something a client can opt out of.
- To remind you about a deadline. Legitimate interests. Neither of us wants a penalty.
- To keep the site working and secure. Legitimate interests.
We do not sell your details, we do not share them with advertisers, and we will not add you to a mailing list because you asked what we charge. If we ever start one, you will have to ask to be on it.
How long we keep it
- Enquiries that do not become clients: 12 months.
- Client records and working papers: 6 years after the end of the tax year they relate to, because that is how far back HMRC can normally go.
- Money laundering identity records: 5 years after the relationship ends, which is the statutory period.
- Payroll records: 6 years.
Who else sees it
The people in this office, and nobody else without a reason. On a live site the suppliers who make the work possible would also process it on our behalf: HMRC and Companies House when we file for you, the bookkeeping software you use (Xero or FreeAgent), the site host and the email provider, each under a contract that only lets them use it to provide that service. In this demonstration there are none, because nothing leaves your browser.
Cookies and what this page stores
A cookie is a small file a website keeps in your browser. This page uses none at all. It keeps three small values in your browser’s own storage, which never leave your device and are never sent to us.
| What | Why | How long |
|---|---|---|
| ol-theme | Remembers whether you had the lights up or down, so the page does not fight you on the next visit. A functional preference, which does not need your consent under PECR. | Until you clear this site’s data |
| ol-consent | Remembers which button you pressed, so the bar stops asking. | Until you clear this site’s data |
| ol-picks | Remembers which plan and add-ons you ticked in the fee chapter, so a reload does not lose the total you built. Stored for the tab only. | Until you close the tab |
| Analytics | On a live site, counts page views so the practice knows which pages people read. Loaded only if you press Accept. This demonstration loads none at all. | Not set here |
There is no advertising cookie, no tracking pixel and no social widget anywhere on this site. Rejecting is exactly as easy as accepting, the two buttons are identical, and rejecting changes nothing about how the page works for you.
You can change your mind from the cookie bar at any time, or by clearing this site’s data in your browser settings.
Your rights
Under UK GDPR you can ask for a copy of what we hold, ask us to correct it, ask us to delete it, or object to us using it. Email [email protected] and we deal with it inside a month. It is free. Where a record is one the law requires an accountant to keep, we will say so and explain how long it has left to run.
If you are not happy with how we handled it, you can complain to the Information Commissioner’s Office at ico.org.uk or on 0303 123 1113.
Changes
If we change how we use your information we update this page and change the date at the top.
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