Privacy Notice 

Last updated: 27 August 2025

This Privacy Notice explains what personal information we collect, how we use it, and your rights.

1. Contact Details

PW Streamline Solutions Ltd (PWSLS LTD)

Registered with the Information Commissioner’s Office (ICO) – Registration No: ZB954919

Post: 3rd Floor, 86–90 Paul Street, London, EC2A 4NE, UK

Email: info@pwstreamlinesolutions.co.uk

2. What Information We Collect, Use and Why

We collect and use the following personal information to provide and improve our services:

For service delivery:

• Names and contact details

• Business addresses

• Occupation or role

• Payment details (processed securely via third-party providers – we do not store full card or bank details)

• Transaction data (e.g. details of services purchased)

• Usage data (e.g. how you use our website and services)

• Records of meetings and communications

• Information relating to compliments, complaints or disputes

For account operation:

• Names and contact details

• Addresses

• Purchase/service history

• Account registration details

For updates and marketing:

• Names and contact details

• Marketing preferences

For research/archiving:

• Purchase and account history

• Website usage data

For legal compliance:

• Identification details if legally required

• Any other data necessary to comply with applicable laws

For handling queries/complaints:

• Names and contact details

• Addresses

• Purchase/service history

• Correspondence and related documents

3. Lawful Bases and Your Data Rights

We only process personal data where we have a lawful basis under UK GDPR. These may include:

• Consent – where you have given clear permission (you can withdraw it at any time).

• Contract – where processing is necessary for a contract with you.

• Legal obligation – where processing is required by law.

• Legitimate interests – where processing benefits you or us without overriding your rights (e.g. maintaining client records, following up on enquiries, using analytics to improve services).

You have the right to: access, rectify, erase, restrict, object, port your data, and withdraw consent. Requests should be sent to the contact details above. We will respond within one month.

4. Where We Get Your Information

• Directly from you

• Publicly available sources

• Third-party suppliers/service providers

5. How Long We Keep Your Information

• Client account data – 6 years after last contract (HMRC compliance)

• Financial records – 6 years

• Job packs & compliance records – 6 months after contract termination (unless required longer by law)

• Marketing data – until consent is withdrawn or 2 years after last interaction

6. Who We Share Your Information With

Data processors we use:

• Google Workspace – secure storage and productivity tools

• Microsoft 365 – secondary, on request. secure storage and productivity tools

• Calendly – meeting scheduling

• Fiverr – vetted freelance support (project-specific)

• HubSpot CRM – contact management and tracking

• ClickUp – task/project management

• SurveyMonkey – feedback collection

• QuickBooks – invoicing, payment tracking, accounting

• Clockify – time tracking

• Stripe – secure card payment processing (via Acodei for QuickBooks integration)

• GoCardless – secure direct debit payments (planned/future option)

• SignWell – digital signatures

• Canva Pro – design assets

• WeTransfer – large file transfer

• Zapier / Make – automation tools

• AnyDesk – remote access support

• NordVPN – cloud/VPN

• NordPass – password manager

Other recipients:

• Professional/legal advisers

• Regulators

• Organisations we are legally obliged to share data with

7. International Transfers

Some of our processors may store data outside the UK/EEA. Where they do, we ensure appropriate safeguards (such as UK adequacy regulations or standard contractual clauses) are in place.

8. How to Complain

If you have concerns about our data use, contact us using the details above.
If you are unhappy with our response, you can complain to:

Information Commissioner’s Office
Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
Helpline: 0303 123 1113
Website: www.ico.org.uk/make-a-complaint