Financial records can contain sensitive personal and business information. Real Key Accountancy Limited treats confidentiality as part of our professional responsibility and uses practical controls to reduce unnecessary access, retention and exposure.
How we protect information
Secure cloud storage
Client information is stored using secure cloud-based systems selected for business record management. We avoid unnecessary local copies where practical.
Authorised access only
Access is limited to authorised people who need the information for agreed work, administration or professional compliance requirements.
Secure document deletion
Documents and records are securely deleted when they are no longer required, subject to legal, regulatory, professional and engagement-related retention duties.
Our confidentiality approach
- Information is used for the agreed service and related administration
- Access is limited according to role and need
- We avoid requesting information that is not reasonably required
- Records are retained only where there is a valid business, legal or professional reason
- Work outside our competence or approved scope is not accepted in-house
- Queries about information handling can be raised before onboarding
Interactive security guidance
How should I send documents?
Who can access my information?
How long are records kept?
What should I do if I send information to the wrong place?
Is online storage completely risk-free?
Your role in protecting information
Please keep your own devices and accounts secure, check recipient details before sending documents, tell us promptly about suspected unauthorised access and avoid sharing more information than is needed for the agreed task.
This page explains our general approach. It should be read with our Privacy Policy, engagement terms and any service-specific instructions provided during onboarding.