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Privacy Policy
Effective Date: July 2025 | Version: 1.0
The Novara Partners values your privacy and is committed to protecting the personal, financial, and business information entrusted to us by our clients, partners, and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website or engage our accounting, bookkeeping, payroll, tax, and advisory services for clients across the United Kingdom, United States, Australia, and globally.
1. Information We Collect
We may collect personal information including your name, email address, phone number, company details, business registration information, tax identification numbers, financial records, payroll information, and any details voluntarily provided through contact forms, emails, telephone calls, WhatsApp, or service inquiries. We also collect anonymised website analytics such as browser type, IP address, and pages visited to improve our website.
2. How We Use Your Information
We use your information solely to deliver our accounting, bookkeeping, payroll, tax, compliance, and financial advisory services, communicate regarding your projects, fulfil legal and regulatory obligations, improve our website and services, and provide important updates related to your engagement.
3. Legal Basis for Processing
Where applicable, we process personal information to fulfil our contractual obligations, comply with legal and regulatory requirements, pursue legitimate business interests, or based on your consent. We apply appropriate data protection standards for clients in the UK, United States, Australia, and other jurisdictions.
4. Data Protection & Confidentiality
We implement appropriate technical and organisational security measures to protect your personal and financial information from unauthorised access, disclosure, alteration, or destruction. All client information is treated as strictly confidential and accessed only by authorised personnel involved in delivering our services.
5. Cookies & Website Analytics
Our website uses essential cookies and anonymised analytics cookies to improve user experience, monitor website performance, and understand visitor behaviour. We do not use cookies for advertising purposes or to collect personally identifiable financial information.
6. Sharing of Information
We do not sell, rent, trade, or share your personal or financial information with advertisers, data brokers, or other commercial third parties. Information is shared only where required by law, with regulatory authorities, authorised accounting software providers, or trusted professional advisors involved in delivering our services.
7. Data Retention
Client information is retained only for as long as necessary to provide our services and comply with applicable legal and regulatory requirements. Financial records are generally retained for the legally required retention period, after which they are securely deleted or destroyed where appropriate.
8. Your Privacy Rights
Depending on your jurisdiction, you may have the right to access, correct, update, restrict, transfer, or request deletion of your personal information, subject to applicable legal obligations. Requests relating to your personal information can be submitted using the contact details below.
9. International Data Transfers & Policy Updates
As an India-based accounting firm serving international clients, your information may be securely transferred and processed in accordance with applicable data protection laws and appropriate safeguards. We may update this Privacy Policy from time to time, and the latest version will always be published on this page with an updated effective date.
10. Contact Us
For any questions regarding this Privacy Policy or to exercise your privacy rights, please contact:
The Novara Partners
Data Privacy Contact: CA Mohit B. Sharma, Founder & Director
Email: info@thenovara.in
Phone: +91 92747 95658
Address: 203, Swaminarayan Plaza-1, Narol Circle, Ahmedabad – 382405, Gujarat, India.
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The Novara Partners is a trusted accounting and tax advisory firm providing bookkeeping, payroll, management accounts, and tax compliance services to businesses across the United States and United Kingdom. We help organizations streamline financial operations, maintain compliance, and make informed business decisions with confidence.