Our Values & Principles

The AI Accountant is a member of the B1G1 group. B1G1 members are part of a global community that understands business can be (and must be) a real force for good.

B1G1 is a global movement that enables businesses to

incorporate effective impact creation into their

everyday activities in a simple and powerful way.

Through B1G1, businesses can choose from a wide range

of verified projects around the world and integrate

these impacts into their business operations.

The core concept of B1G1 is that every business

transaction or interaction can be directly linked to

making a positive impact in our world. Whether it's

providing access to clean water, supporting education,

planting trees, or addressing social issues, B1G1

enables businesses of all types to make a real

difference.

“The AI Accountant” is a trading brand of Hall Accountancy.

The Association of International Accountants (AIA) and their members in practice are committed

to protecting and respecting your privacy. We handle your personal data with integrity and

confidentiality, ensuring appropriate security measures are in place.

We are required to collect information about individuals to carry out our functions as a

recognised professional accountancy practice and to act in accordance with relevant legislation

and regulatory requirements.

This policy together sets out the basis on which any personal data we collect from you, or that

you provide to us, will be processed by us. Please read the following carefully to understand our

views and practices regarding your personal data and how we will treat it.

For the purpose of the Data Protection Act 1998 (the Act), the Data Controller is the Mr Steven

Hall AAIA AICPA, Hall Accountany, 7-8 Delta Bank Road, Gateshead. NE11 9DJ United Kingdom.

Data Protection Principles

We are required to adhere to the six principles of data protection, which means that information

must be collected and used fairly, stored safely and not be disclosed to any other person

unlawfully.

The six principles are:

1. personal data shall be processed lawfully, fairly, and in a transparent manner

2. personal data shall be collected for specified, explicit and legitimate purposes and not

further processed in any manner incompatible with those purposes. Further processing for

archiving, historical research or statistical purposes is permissible

3. personal data shall be adequate, relevant and limited to what is necessary in relation to the

purpose for which it is processed

4. personal data shall be accurate and where necessary kept up to date

5. personal data processed for any purpose shall not be kept longer than is necessary for that

purpose

6. personal data shall be processed in a manner that ensures appropriate security including

protection against unauthorised or unlawful processing and against accidental loss,

destruction or damage, using appropriate technical or organisational measures

Information we may Collect from You

We may collect and process the following data about you:

• Information that you provide by filling in forms on our site www.theai.accountant. This

includes information provided at the time of subscribing to our services, posting material

while using our services or requesting further services. We may also ask you for information

if you report a problem with our site or services.

• If you contact us, we may keep a record of that correspondence.

• We may also ask you to complete surveys that we use for research purposes, although you

do not have to respond to them.

• Details of transactions you carry out through our site and of the fulfilment of your orders.

• Details of your visits to our site including, but not limited to, traffic data, location data and

other communication data.

IP Addresses

We may collect information about your computer, including where available your IP address,

operating system and browser type, for system administration. This is statistical data about our

users' browsing actions and patterns, and does not identify any individual.

Our website uses cookies to distinguish you from other users of our website. This helps us to

provide you with a bespoke experience when you browse our website and allows us to improve

our site.

Client Data

In general, client records are kept only for as long as is necessary to:

• fulfil and discharge the contractual obligations established between the service provider

and the recipient;

• In accordance with statutory requirements in the United Kingdom

Where we Store your Personal Data

The data that we collect from you may be transferred to, and stored at, a destination outside the

European Economic Area ("EEA"). It may also be processed by staff operating outside the EEA

who work for us or for one of our suppliers. Such staff maybe engaged in, among other things,

the fulfilment of your order, the processing of your payment details and the provision of support

services. By submitting your personal data, you agree to this transfer, storing or processing. We

will take all steps reasonably necessary to ensure that your data is treated securely and in

accordance with this privacy policy.

All information you provide to us is stored on our secure servers. Any payment transactions will

be encrypted. Where we have given you a password which enables you to access certain parts of

our site, you are responsible for keeping this password confidential. We ask you not to share a

password with anyone.

Unfortunately, the transmission of information via the internet is not completely secure.

Although we will do our best to protect your personal data, we cannot guarantee the security of

your data transmitted to our site; any transmission is at your own risk. Once we have received

your information, we will use strict procedures and security features to try to prevent

unauthorised access.

How we use the Information

We use information held about you in the following ways:

• To ensure that content from our site is presented in the most effective manner for you and

for your computer.

• To provide you with information, products or services that you request from us or which we

feel may interest you, where you have consented to be contacted for such purposes.

• To carry out our obligations arising from any contracts entered between you and us.

• To notify you about changes to our service. If you do not want us to use your data in this

way, please contact the Data Controller.

Disclosure of your Information

We may disclose your personal information to any member of our association as defined in

section 1159 of the UK Companies Act 2006.

We may disclose your personal information to third parties:

• If we sell or buy any business or assets, in which case we may disclose your personal data

to the prospective seller or buyer of such business or assets.

• If the assets of our business are acquired by a third party, in which case personal data held

by it about its clients will be one of the transferred assets.

• If we are under a duty to disclose or share your personal data to comply with any legal

obligation, or to enforce or apply our terms and conditions and other agreements; or to

protect the rights, property, or safety of anyone connected to our business.

This includes exchanging information with other companies and organisations for the purposes

of fraud protection and credit risk reduction.

Your Rights

You have the right to ask us not to process your personal data for marketing purposes. We will

usually inform you (before collecting your data) if we intend to use your data for such purposes

or if we intend to disclose your information to any third party for such purposes. You can

exercise your right to prevent such processing by checking certain boxes on the forms we use to

collect your data. You can also exercise the right at any time by contacting us at Data Controller,

Hall Accountancy, 7-8 Delta Bank Road, Gateshead NE11 9DJ or by email:

My-assistant@theai.accountant

Our site contains links to and from the websites of our partner networks, advertisers and

affiliates. If you follow a link to any of these websites, please note that these websites have their

own privacy policies and that we do not accept any responsibility or liability for these policies.

Please check these policies before you submit any personal data to these websites.

Access to Information

You have the right to access information held about you. Your right of access can be exercised in

accordance by written or verbal request to the Hall Accountancy. Any access request will be dealt

with in accordance with the GDPR policy (Section 7: Individual Rights). Changes to our Privacy

Policy Any changes we may make to our privacy policy in the future will be posted on this page

and, where appropriate, notified to you by a clear notice on our site.

Contact

Questions, comments and requests regarding this privacy policy are welcomed and should be

addressed to:

The Data Protection Officer

Hall Accountancy

7-8 Delta Bank Road

Gateshead

NE11 9DJ

United Kingdom

"UK General Data Protection Regulation (UK GDPR) Statement:

The AI Accountant is dedicated to safeguarding the privacy and personal data of our clients, partners, and stakeholders. We comply with the UK General Data Protection Regulation (UK GDPR) and prioritize the secure collection, processing, and storage of personal information. Our commitment includes transparent data practices, informed consent, data subject rights, and robust security measures. For more details on how we handle and protect your data, please refer to our Privacy Policy.

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