Terms of service

1. Introduction

This Privacy Notice explains how Simply MTD Ltd (“Simply MTD”, “we”, “us”, or “our”) collects, uses, shares, and protects personal data when you:

visit our website;
register your interest in our services;
create or use a Simply MTD account;
use our software to manage bookkeeping or submit information to HMRC; or
contact us for support or enquiries.

We are committed to protecting personal data and complying with the UK General Data Protection Regulation (“UK GDPR”) and the Data Protection Act 2018.

2. Who We Are (Data Controller)

The data controller is:
SIMPLY MTD LTD
 Company number: 14230655
 Incorporated in England and Wales
Contact email: info@simplymtd.com

3. Scope of This Privacy Notice

This Privacy Notice applies to:

• website visitors;

• prospective users who register interest;

• individual users, sole traders, landlords, and business users;

• accountants and agents using Simply MTD for clients; and

• individuals whose data is processed within the Simply MTD platform.

  
  Where you upload or process personal data relating to clients, employees, or other third parties, you are responsible for ensuring you have appropriate authority to do so.

4. Personal Data We Collect

We may collect and process the following categories of personal data.

4.1 Website and usage data

IP address
Device and browser information
Pages visited and interactions
Referring URLs

4.2 Account and contact data

• Name

• Email address

• Login credentials

• Account preferences

4.2 Account and contact data

• Business details

• Transaction records

• VAT and income data

• Accounting classifications

• Client records (where applicable)

4.4 HMRC-related data

• Government Gateway identifiers

• VAT registration numbers

• UTRs and other tax references

• Submission metadata

4.5 Communications

• Support requests

• Email and chat correspondence

• Feedback and enquiries

4.6 Bank feed and Open Banking data

Where you connect a bank account, we may collect and process bank feed and Open Banking data, including:

• bank account names;

• account identifiers;

• transaction dates, amounts, descriptions, and references;

• payer and payee information;

• balances where available;

• bank feed connection status and consent metadata.

5. How We Use Personal Data

We use personal data to:

• provide, operate, and maintain the Simply MTD platform;

• enable bookkeeping, reporting, and tax submissions;

• submit data to HMRC at your direction;

• manage user accounts, subscriptions, and billing;

• provide customer support;

• monitor, maintain, and improve system performance and usability;

• comply with legal and regulatory obligations.

6. Lawful Bases for Processing

Under UK GDPR, we rely on the following lawful bases:

• Contract – where processing is necessary to provide the services you have signed up for;

• Legal obligation – where processing is required to comply with tax, accounting, or regulatory requirements;

• Legitimate interests – to operate, secure, and improve our services, provided those interests are not overridden by your rights;

• Consent – for analytics, user experience tools, and non-essential cookies.
  You may withdraw consent at any time through cookie settings or browser controls.

7. Sharing of Personal Data

7.1 HMRC

We share personal data with HMRC where you instruct us to do so, using HMRC-provided APIs.
Submissions are made using your or your agent’s HMRC authorisation credentials. We do not determine the content of submissions and are not responsible for HMRC processing outcomes or system availability.

7.2 Service providers

We may share personal data with trusted third-party service providers who act as processors on our behalf, including:

• cloud hosting and infrastructure providers;

• payment processors (for example Stripe);

• analytics and user experience providers (for example Google Analytics and Hotjar);

• customer support and communication tools.

  
  All service providers are required to protect personal data and process it only in accordance with our instructions.
  
  7.3 No sale of data or advertising use
  We do not sell personal data.
  We do not share personal data with advertising networks, data brokers, or advertising companies, and we do not use personal data for targeted or behavioural advertising.

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