This Privacy Policy explains how McCarthy Tax, www.mccarthytax.ie will process your personal information in accordance with theGeneral Data Protection Regulation 2016 (GDPR) which came into effect in May 2018, replacing the existing data protection framework under the EU Data Protection Directive. McCarthy Tax are registered with the Data Protection Commissioner (DPC) as data controllers.
As data controllers, McCarthy Tax employs appropriate technical and organisational measures to meet the requirements of GDPRand ensures that all processors do the same.
We will never use your data for direct marketing purposes without your consent. At any time you may opt out (i.e. refuse the useof your personal data), including at the time the data is collected, or on every subsequent marketing message. Unsubscribing willalways be free of charge and fully respected.
It should be noted that other methods of communication (confirmation of meetings or reminders, etc.) do not fall under “directmarketing”, however consent will still be collected for this.
McCarthy Tax complies with the EU General Data Protection Regulation (GDPR) 2016/679 as set forth by the European Union regarding the collection, use, and retention of personal data from European Union member countries. McCarthy Tax adheres to the requirements of lawfulness, fairness & transparency, purpose limitation, data minimisation, accuracy, retention, security and accountability.
We collect the following type of personal data which can be used to identify or contact you.
This may include:
(i) Your name, address, date of birth, telephone number, and email address. This will only be collected if you voluntarily submit it to us;
(ii) Data relating to your finances. This is collected for the purposes of financial review, compliance, or advice, and is necessary to be obtained in order to provide the most accurate service for you.
When you contact McCarthy Tax to avail of any of our services, including but not limited to: Our website or online forms–www.mccarthytax.ie, we will ask you to provide, either by phone or electronic means, your name, address, date of birth, telephone number, and email address. This information provided will be used by McCarthy Tax to:
- verify your identity
- provide you with the service you have requested
- respond to your enquiries or provide customer support
- create your accounts file and schedule time for work to be carried out
- send updates regarding your accounts
- contact you in the case of a data breach
- provide you with advice, dependent on the information you have given
- seek feedback for ongoing service improvements
- communicate with you regarding other McCarthy Tax products and services
When we communicate with you regarding our products and services for the first time we will give you the option to “opt-in,” and on every subsequent communication there will be an option to “unsubscribe.” If you subscribe to our email newsletter, we use email tracking to record and save your email address to your subscriber record to monitor and store your preferences.
When you attend McCarthy Tax you will be asked to provide further sensitive data to allow your service provider to:
- perform accountancy and taxation work
- provide you with a plan for current and ongoing accountancy and taxation services.
McCarthy Tax will never share your personal information with any other third party without your consent unless required to do so by law
All of your personal data is stored securely, offsite and in electronic format on our secure CRM system. All electronic communications are hosted within platforms which are SSL-secure, password protected and encrypted. McCarthy Tax has adequate measures in place to ensure that your information is held securely, within the EU. Any personally identifiable information you elect to make available publicly on our sites – e.g. posting comments on any of our blog posts – will be available to others
Access is restricted to essential personnel of McCarthy Tax who are bound by their professional ethics and/or confidentiality agreements.
We may provide non-personal data to third parties, where such information is combined with similar information of other users of our website. For example, we might inform third parties regarding the number of unique users who visit our website, the demographic breakdown of our community users of our website, or the activities that visitors to our website engage in while on our website.
The third parties to whom we may provide this information may include, commercial partners, sponsors, licensees, researchers and other similar parties. We will never disclose your Personal Data to third parties unless you have consented to this disclosure or unless the third party is required to fulfil your order (in such circumstances, the third party is bound by similar data protection requirements).
We will disclose your Personal Data if we believe in good faith that we are required to disclose it in order to comply with any applicable law, a summons, a search warrant, a court or regulatory order, or other statutory requirement.
Your data will be held by McCarthy Tax as long as is legally required. In the case of accountancy and taxation records, we retainrecords for a minimum of six years from the date of last engagement.
After that time period your data will be securely deleted, as per our data destruction policy.
You can contact us at any time to:
- Request personal or sensitive personal data about yourself
- Correct any information if it is incomplete or misleading
- Withdraw your consent regarding the processing of your data at any time
Any request should be put in writing and will be responded to, by us within 30 days. Please contact us either by email atoffice@mccarthytax.ie or by post at McCarthy Tax, 43 Fitzwilliam Square West, Dublin 2. All correspondence should be marked forthe attention of our GDPR team.
Like most websites, we gather statistical and other analytical information collected on an aggregate basis of all non-identifiablevisitors to our website.
This Non-Personal Data comprises of information that cannot be used to identify or contact you; such as demographicinformation regarding, for example, user IP addresses where they have been clipped or anonymised, browser types and otheranonymous statistical data involving the use of our websites.
Any external links to other websites are clearly identifiable as such, and we are not responsible for the content or the privacypolicies of these other websites.
