Data Policy

At Simple Self-Employed, trust matters.

Many of our users store sensitive financial information including transaction data, salary information, dividend records and tax planning information.

This page explains, in plain English, how we handle that information.

If you’re looking for the legal version, please see our Privacy Policy.

Our Approach

We built Simple Self-Employed because we wanted a simpler way to understand personal finances and tax positions.

Trust is a fundamental part of that mission.

Our principles are simple:

Your data belongs to you.

We do not sell your data.

We do not share your financial information with advertisers.

We only access information when necessary to provide support or maintain the service.

We aim to collect as little information as possible.

Do You Own My Data?

Yes.

You retain ownership of all information you upload or enter into Simple Self-Employed.

This includes:

• Transaction data
• Salary information
• Dividend information
• Tax profile information
• Notes
• Reports
• Imported files

We do not claim ownership of your financial information.

Do You Sell My Data?

No.

We do not sell personal information.

We do not sell financial information.

We do not sell transaction data.

We do not sell behavioural profiles.

We do not share your information with advertisers.

We do not generate revenue from user data.

Our business model is simple:

You pay for the software.

We provide the service.

Can You See My Financial Information?

In most circumstances, no.

Your information is stored securely within the platform.

However, authorised members of our team may access limited account information when necessary to:

• Investigate technical issues
• Respond to support requests
• Recover corrupted records
• Maintain the security and operation of the platform

Access is restricted and only used when reasonably necessary.

We do not routinely review user financial information.

Do You Use My Data To Train AI Models?

No.

Your personal financial information is not used to train public AI models.

Your transaction data, salary information, dividend records and tax information remain private to your account.

If we introduce AI-powered features in the future, we will clearly explain how those features work and what information they use.

Do You Share Data With HMRC?

No.

Simple Self-Employed does not submit information to HMRC.

We do not share your information with HMRC unless we are legally required to do so.

Examples could include:

• Court orders
• Legal obligations
• Regulatory requirements

Outside of those circumstances, your information remains private.

Do You Share Data With Accountants?

Not automatically.

Your information is only shared when you choose to export reports or provide information to your accountant.

Your accountant does not have access to your account unless you explicitly provide information to them.

How Is My Information Protected?

We take security seriously.

Measures may include:

• Encrypted connections
• Secure hosting providers
• Authentication controls
• Access restrictions
• Regular security updates

No internet-based service can guarantee absolute security.

However, we take reasonable steps to protect information against unauthorised access, loss or misuse.

Where Is My Information Stored?

Your information may be stored using trusted cloud infrastructure providers.

These providers are selected based on reliability, security and operational requirements.

We aim to work with providers that maintain appropriate security standards and data protection practices.

Further information is available in our Privacy Policy.

What Happens If I Delete My Account?

If you delete your account:

Your access to the platform will end.

Your active account data will be scheduled for deletion.

Certain records may remain in backups for a limited period.

Backup retention helps us:

• Recover from technical failures
• Maintain service reliability
• Meet legal obligations where required

Once backup retention periods expire, data is permanently removed.

Can I Export My Data?

Yes.

We believe your data should be portable.

You can export information including:

• Transaction records
• Reports
• Accountant packs
• Other information made available through the platform

Our goal is to ensure that you remain in control of your information.

What Information Do We Collect About Website Visitors?

If you visit our website, we may collect limited information such as:

• Pages viewed
• Browser information
• Device information
• Website performance metrics

This helps us improve the website and understand how it is being used.

We do not use website analytics to build personal financial profiles.

How Long Do You Keep My Data?

We keep information only for as long as reasonably necessary to:

• Operate the service
• Provide support
• Meet legal obligations
• Maintain system reliability

Retention periods may vary depending on the type of information involved.

Additional details are available in our Privacy Policy.

What Happens If The Company Is Sold?

If ownership of Simple Self-Employed changes through a merger, acquisition or sale, user information may form part of the transferred assets.

Any new owner would be required to continue handling information in accordance with applicable data protection laws.

Users would be notified where legally required.

What We Will Never Do

We will never:

• Sell your transaction history
• Sell your salary information
• Sell your dividend information
• Sell your tax profile information
• Share your financial information with advertisers
• Use your data to create advertising profiles
• Give third parties access to your information without a lawful basis

Questions?

If you have questions about how your information is handled, please contact:

• [PRIVACY EMAIL]
• or
• [COMPANY NAME]
• [REGISTERED ADDRESS]
• Simple Self-Employed is built on a simple principle:

Your financial information is yours.

Our job is to help you understand it, not profit from it.