Closing your account

Delete your account and data

You can ask us to close your AJH Accountants client portal and mobile-app account at any time, and we will delete the personal data we are allowed to delete. This page explains exactly what we remove, what we are required to keep by law, and how long it takes.

Ask us to close your account Email us from the address on your account. No reason needed. Replies within five working days.
Email support@ajhaccountant.co.uk

What we delete

Removed within 30 days

  • Your client portal and mobile-app login
  • Your name, address, phone number and email as contact data
  • Documents and files you uploaded to the portal
  • Any photos of receipts you sent through the app
  • Push-notification tokens and session cookies

Kept — because the law requires it

  • Signed engagement letters
  • Tax returns, year-end accounts and VAT returns we filed on your behalf
  • Bookkeeping records that fed those filings
  • Anti-money-laundering identity checks and risk assessments

These accountancy records are held for six years from the end of the engagement and then destroyed. This retention is a legal obligation on the practice under HMRC rules and the Money Laundering Regulations — we cannot shorten it.

How long it takes

We acknowledge every request by email within five working days and confirm once your account is closed. If you have an engagement in progress we will tell you what is outstanding before closing anything, so nothing is left unfiled.

Would rather call?

Phone 01204 840303, Monday to Friday, 9:30am to 5:30pm. A request made by phone or email carries exactly the same weight as any online form.

What happens if your account was created automatically from a quotation

If we created an account for you when you requested a quotation but you never signed in or started an engagement, the record is treated as a lead rather than a client file. Those records are deleted outright — no six-year hold applies.

Who you can escalate to

If you are not satisfied with how we handled your request, you can complain to the UK Information Commissioner's Office at ico.org.uk/make-a-complaint or on 0303 123 1113.

AJH Financial Accountants Limited · 105 Chorley Old Road, Bolton BL1 3AS · Return to home page