Privacy Policy

Last updated: 13 November 2026

YearEnd.ie is a trading name of SME Accountants and Tax Consultants Limited ("we", "us"). We are the data controller for the personal information described here. This policy explains what we collect, why, and the choices you have.

Contact us

For any question about your personal information, or to exercise your rights, email info@yearend.ie.

What we collect

When you ask for a quote: your name, email address, phone number (if you give it), your company's name, financial year end, VAT status, current accountant and anything else you choose to tell us.
When you ask for deadline reminders: your email address, your company name if you give it, and your company's year-end and deadline dates. We use these only to send you reminders, and stop whenever you ask.
When you ask us to call you: your name, phone number and the best time to call.
When you become a client: the information we need to prepare and file your company's accounts and tax returns, including financial records, trial balances, bank and loan statements, and details of the company's directors and shareholders.
Identity checks: as an accountancy practice we must verify the identity of our clients, their directors and beneficial owners under Irish anti-money laundering law. This includes identification documents and proof of address.
Payment details: direct debit mandates are set up and held by our payment provider. We do not store your bank card or account login details.

Why we use it, and our legal basis

To answer your enquiry and give you a quote: because you asked us to, as a step before entering into a contract.
To provide our services: to perform our contract with you, including preparing accounts and filing with Revenue and the Companies Registration Office (CRO).
To meet our legal obligations: including anti-money laundering checks, tax law and record-keeping requirements.
To run our practice: for our legitimate interests, such as keeping proper records and improving our service, balanced against your rights.

We do not sell your information, and we do not use it for marketing to you unless you have agreed.

Who we share it with

We share information only where needed to provide our services or where the law requires it:

Revenue and the CRO, when we file returns and accounts on your company's behalf;
service providers that help us run the practice, such as our website host and email provider (Google), our direct debit provider, and our accounts production and client document software. They act on our instructions and must keep your information secure;
your previous accountant, when you ask us to arrange a handover;
law enforcement or regulators, where we are legally required to.

Some of our providers may process information outside the European Economic Area. Where they do, we rely on safeguards approved under data protection law, such as the European Commission's standard contractual clauses.

How long we keep it

Enquiries that do not lead to us working together: up to 12 months.
Client accounting and tax records: at least 6 years after the end of the tax year they relate to, as required by tax law.
Identity check records: 5 years after our working relationship ends, as required by anti-money laundering law.

Your rights

You have the right to ask for a copy of your personal information, to have it corrected or erased, to restrict or object to how we use it, and to receive it in a portable format. Some rights are limited where the law requires us to keep records. To use any of these rights, email info@yearend.ie. We will reply within one month.

If you are unhappy with how we have handled your information, you can complain to the Data Protection Commission at dataprotection.ie. We would appreciate the chance to resolve it with you first.

Cookies

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Changes to this policy

We may update this policy from time to time. The date at the top shows when it last changed.