Privacy Policy

This Privacy Policy applies to our customers in the United Kingdom.

Reckon is committed to maintaining the privacy and security of your personal data and to complying with its obligations under data protection legislation in Australia and the UK, including the Data Protection Act 2018 and the General Data Protection Regulation 2016/679 (“GDPR”).

This Privacy Policy applies to any processing of personal data by us.  To use our products and services (the “Services”) you must agree to our Privacy Policy.

This Privacy Policy applies to each of the companies in the Reckon Group, including Reckon One Limited in the United Kingdom and Reckon Limited in Australia and its subsidiaries there and overseas.


Key elements of our Privacy Policy are as follows (but please read it in its entirety):

  • We will only process your personal data (and that of your clients/customers) as required to enable us to provide the Services or as agreed to.
  • We host the Services in Australia therefore your personal data will be exported to Australian.
  • In Australia we use third parties to host the Services (see below).
  • We will comply with United Kingdom and European data protection laws.


Please familiarise yourself with the rest of our Privacy Policy to understand:

  • the purposes for which we collect, process, use and disclose your personal data and what happens if we cannot collect this information;
  • how, when and for how long we may collect and process your personal data;
  • the types of information we collect and process;
  • the limited circumstances where we are likely to disclose information to overseas recipients and in which countries they are located; and
  • how you can contact us to access or correct your personal data or complain about our collection, processing or disclosure of your information.



We only collect and process the personal data which we need to provide the Services to you or as you have agreed. You are entitled at any time to ask us not to process your personal data, but this may result in us being unable to provide the Services.

Essential data

We collect this personal data for:

  • registering or activating one or more of the Services;
  • enabling external services (such as payment and banking services);
  • verifying and authenticating your purchase, initially and then periodically during your use of the Services, or where you may have changed details of the computer you are using to access the Services;
  • conducting client identity checks;
  • providing installation key codes, access codes or other related access details;
  • invoicing and contract management;
  • managing our business relationship;
  • refunds and dealing with warranty issues; and
  • providing technical support, assistance, consulting services and training.

Optional data

We may also collect this personal data in order to:

  • promote our Services to you;
  • provide you with more relevant and personalised information;
  • promote products and services of some of our network of associated service providers and product vendors to you; and
  • improve our Services.

We will only use this optional data with your consent.

Where you provide us with personal data about someone else, for example other authorised users of our Services, your employees and your customers/suppliers, you must have their consent or a valid legal reason to do so and to use their personal data.

We do anonymise personal data so that we can use it to understand our customers and how our Services are used, for internal development and training and to demonstrate our Services.  We may make that anonymised information available to others.

How, when and for how long we collect personal data

We collect personal data directly from our customers or their authorised representatives. Sometimes we may collect information from a third party, but only if the person has explicitly consented to such collection. In summary, we collect personal data when you:

  1. Engage in Service-related activities, such as when you:
    • purchase, register, install or use our Services;
    • use our technical support or consulting services, which may require access to your data;
    • participate in Reckon programs, e.g. as a member of our Partner programmes, including as a reseller and
    • provide us with copies of your database or give us access to your database and systems so that we can provide you with the technical support or consulting services you requested.
  2. Engage with us in other ways, such as:
    • in your normal communications with us, which may include recording details of those communications;
    • attending public functions, events, seminars, roadshows, conferences and training courses, either run by us or where the organisers have agreed with you that we may obtain your contact details;
    • in entering competitions; using our website; and
    • participating in forums, such as the Reckon Community or using other social media tools through our website or in relation to us.

We keep essential data for so long as we actively need it in order to service your account, deal with queries and, of course, to provide the Services to you.  After that the essential data will be archived for reference purposes, such as if there is an historical query, an issue needs to be resolved or for regulatory purposes While you have a “right to be forgotten” this does not always mean we must delete your personal data – we may keep some personal data subject to additional safeguards.

The optional data will only be kept and used for so long as you agree to this.  We will assume that you will want to continue receiving marketing and Service-related communications that you have consented to until you tell us otherwise.

Transfer of Personal Data outside of the European Union

We use data processing facilities provided by Amazon AWS and Microsoft, which are located in Sydney, Australia.

The Services are currently presented out of Australia, therefore your use of the Services will be conditional on you agreeing to the export and processing of your personal data in Australia.  This applies even if your contract is with our UK company.

See our data subprocessors page for a full list of third party suppliers.

Any third party data processing facilities we use will only process your personal data in accordance with your written instructions and also, to the extent we direct the processing of any data, by us; though always in accordance with Australian and EU data protection laws. Your personal data may also be provided by Reckon Partners when acquiring our Services through them.


The types of personal data we process

The data collected (which may include ordinary data) would generally comprise:

  1. Personal contact details: name, address, postal address, telephone, fax and e-mail.
  2. Service-related information: contact details, names and details of the authorised users of each Service.
  3. Company information: high level information in relation to your business may be also be collected and may include details of your industry or profession.
  4. Compliance-related data: details of the computer and user installing and using our Services, which may include internet protocol addresses and hardware identification.
  5. In addition to the above, some of specialised Services may require the following:
  • Reckon BankData: bank details and transaction data.


Using our website or social media tools

Depending on the type of activity you are engaging in, we may collect information directly and indirectly when you use our website or social media tools We may also collect unidentifiable information from you relating to the pages you visit etc.   See   also the “Reckon   Website” and “Social Media & Public Forum”  sections below.

Where you have provided your personal details when visiting our website, such as your membership, account or customer details, or registered for an activity, entered transactions you have entered whether paid or free, we may also collect information from you relating to how you use our website, the pages you have viewed and the nature of the requests or enquiries you have made.

Both Hotjar and VWO are used to analyse usage patterns and to improve our website and Services, though where possible any information collected is anonymised.

Technical support or consulting services

If you request technical assistance or consulting services, you may contact us online, telephone or in person. We may require the following information from you in order to provide you the assistance needed:

  • information relating to your problem and our suggested solutions are also recorded by us to assist in better customer relationship management;
  • you may also need to provide copies of your data or grant access to your database so that we can assist you with your problem or inquiry; and
  • you may also be required to provide other details for the purposes of identification and verifying authorisations to provide support, such as if you require us to make any changes to your account or


Direct marketing

We will only use your personal data for direct marketing purposes where we have obtained your consent, directly or indirectly (where it is reasonable to assume that you wish us to do so)In the absence of express consent from you, we will only use the information in a way that you would reasonably expect your personal data to be used in relation to our business and Services. For example, if you provide your business card to one of our employees at an event, we may communicate with you about our Services or future events, unless you instruct us not to do so. In all our direct marketing to you, you will always have the ability to request us to discontinue sending to you any further of such direct marketing material to you.

If you would prefer not to receive communications from us that do not relate to any Services to which you have subscribed or which you have purchased, please contact us (details below).


We will not disclose your personal data to anyone except as provided for in this Privacy Policy or as otherwise specifically agreed with you. If you have not already given consent to any disclosure then we will seek your consent before disseminating your personal data in the following ways:

  • Where an external party wishes to communicate with any or all parts of the Reckon user/Advantage member database, and Reckon is agreeable to this communication being forwarded to you.
  • Information may be provided to third party technical support services located outside the EU, for the purposes of dealing with technical support issues you may have raised to help us improve our Services and process.
  • If you have signed up for add-on services provided by third party suppliers such as banking services, bank data downloads, superannuation payment services, merchant accounts and SMS text. If so then personal data may also be passed on to the third party as part of providing those services, but you will need to agree to this and also that third party’s privacy terms.
  • Reckon may use, from time to time, external service providers to facilitate communications with its customers, for example SendGrid. In these circumstances, Reckon may provide personal contact/address information to the external service provider to enable our communication to you to be sent. Such information is provided to the external service provider on the strict basis that it is to be used for this purpose only and that they comply with Reckon’s Privacy Policy and the obligations imposed by UK and EU personal data laws.
  • If required by law or to comply with a court order or legal obligation.


Reckon website

You may explore and browse our website without providing any information about yourself apart from the use of “cookies” which are used by our website (see below).

However, when you use our website to access our services, for example, to purchase a Service, or enrol into a training course, technical support, contribute to a forum, register for an event, participate in a competition or promotion, request further information from us, we generally request that you provide personal data about yourself primarily so that we can respond to your query, provide you with further information, confirm your details, booking, etc.

You may choose not to provide this information but this may prevent or restrict your use of our website and our Services.

The Reckon website uses]:

  • “cookies”: What are cookies? Cookies are pieces of information that a web site stores on your device for various reasons, including helping our website function properly. Cookies can make web-surfing easier for you by saving your passwords, purchases, and preferences while you’re on a website. The use of cookies is an industry standard – you’ll find them at most major web sites. You have the ability to accept or decline cookies if you prefer. If you choose to decline cookies, you may not be able to experience the full features of the website.
  • “navigational information”: This is information about your computer and your visits to this website such as your IP address, geographical location, browser type, pages viewed, referral source. We use this information to improve our website. We may combine the navigational information and personal data to provide you with more tailored information about our Services and business. Whether or not we collect and process this information can be determined by you.


Social media & public forum

Our website includes social media tools, such as the Facebook Like button and the “share this” button. These features are provided by third parties.  When you use them you will be enabling the services of that third party.  Your interaction with those services will generate and collect personal data, which that third party will hold and process.  Please ensure that you review their privacy policies before doing so as we have no control over them.

We also offer publicly accessible community forums, message boards and blogs. Please be mindful that any information you directly disclose through our public message boards, blogs, or forums, may be collected and used by others. We will correct or delete any information you have posted on the websites if you so request, please refer to “Access to Information and Complaints” section below. We will not moderate or otherwise control any content, but if we receive a complaint about anything you post or make available then we may remove that content until such time as that complaint has been resolved.


Information held by third party websites

Our website and Services may link to other websites. We do not control and are not responsible for the content or data collection, handling and storage practices of any of these third party websites. Nor does the provision of any links to those websites constitute an endorsement of these other websites, their content or their practices. We do not have any control over any cookies or any tracking technologies these websites may apply.

This Privacy Policy does not apply to third party websites. These other websites are subject to their own privacy and any of their other related policies, if any.

How long do we keep information for and how do we secure it?

Reckon is committed to taking all reasonable steps to protect your personal data, including from misuse, interference and loss and unauthorised access, modification and disclosure.

We require all our employees, contractors and agents to agree to obligations of confidentiality with respect to information collected, handled or held by us or on our behalf, such as personal data and client information.

Information received by us or on our behalf, from clients or users of our Services is treated in accordance with these obligations of confidentiality, the terms of this Privacy Policy and our contract with you.

Reckon uses electronic customer management and database systems to store most of the personal data. Some of the customer management and database systems are web-based. Some of these systems may be provided by third party service providers. Our databases and systems are accessed by authorised users and contain security features to ensure the protection and integrity of the data that we hold.

Customer data created using Reckon’s Services is stored on our servers which are kept in secure data centres owned by third parties but managed, administered and controlled by Reckon.

We generally return or destroy or de-identify data which has been provided to use for technical support or consulting purposes. Some data, once de-identified, may be kept for training or QA purpose so that we may continue to develop and improve our Services and processes.

Some of your personal data (supplied when you signed up for the Services) may also be in stored in the above secure data centres in Australia.

Our “non-essential” or marketing-related information (see above) we will only keep for a limited period of time, but will assume that you will want to continue receiving our standard marketing e-mails and information once you’ve opted in to receive them.  We may periodically review our contact information and remove details where we believe the data is no longer accurate or current.  If that happens, please let us know that you still wish to receive communications from us.

The essential information will be used and retained for so long as we are providing the Services to you or need to keep the personal data in order to deal with any queries and/or disputes or for regulatory purposes.

If you ask us to delete your confidential information we will do so but please note that where we need that information to deal with any potential disputes or for regulatory purposes verify your right to use our Services then we may have the right to retain that personal data, but that would be limited to those purposes.

Otherwise, if you ask us to delete your personal data this may prevent us from providing some or all of our Services, though your obligation to continue paying for them until then end of your contract term will persist.


Your rights and controlling your personal data

You have the following rights:

  • The right to be informed: This privacy policy is intended to meet our obligation to provide “fair processing information”.
  • The right of access: You have the right at any time to ask to see a copy of the personal data we hold about you.
  • The right to withdraw consent: Where you have given your consent to our processing you may withdraw this at any time.
  • The right to rectification and data quality: If your personal data is incorrect or incomplete then you may ask us to remedy that.
  • The right to erasure including retention and disposal: You may ask us to delete or remove your personal data where there is no compelling reason for its continued processing but this may affect any Services we provide to you which relies on that personal data.
  • The right to restrict processing: Where you have highlighted an issue with the data.
  • The right to data portability: This allows you to request that your personal data be shared with other processors at your request.
  • The right to object: Where you have an objection to our processing you may do so.

In the UK, you may also have the right to lodge a complaint with the Information Commissioner’s Office if you believe we are in breach of our legal obligations under data protection laws.

Access to information and complaints

If you would like:

  • details of the personal data which we may hold about you;
  • to correct any of the information that we hold; or
  • to complain about a breach of the GDPR or any other legislation or applicable regulations relating to personal data, please contact the Reckon Data Protection Officer: by email: by telephone:       0203 872 2867 in writing to: Reckon One Limited PO Box 1429 Cambridge CB1 0GH


Last updated  30 October 2020