Privacy Policy

Last updated: 29 July 2026

1. Who we are

Taskly is operated by Rebecca Brown, a sole trader based in Cornwall, United Kingdom.

In this privacy policy, “Taskly”, “we”, “us” and “our” refer to Rebecca Brown trading as Taskly.

Website: https://tasklyva.uk
Email: hello@taskly.uk

Taskly is the data controller responsible for the personal information described in this policy.

2. Information we collect

We may collect the following information:

• Your name and contact details
• Your business name and business contact information
• Information submitted through our contact form
• Details about the services or support you require
• Emails, messages and other correspondence
• Information needed to prepare quotations, agreements and invoices
• Payment and transaction information
• Records relating to services supplied to you
• Technical website information, including your IP address, browser, device and use of our website
• Your communication and marketing preferences

Please avoid sending sensitive or confidential personal information through our contact form unless it is necessary.

3. How we collect your information

We collect information when you:

• Complete our website contact form
• Email or contact us directly
• Request a quotation or discovery call
• Become a client
• Pay an invoice
• Subscribe to marketing communications
• Browse or interact with our website

Technical information may be collected through cookies and services such as Google Analytics and Meta Pixel, where these have been enabled and you have provided any consent required.

4. How we use your information

We use personal information to:

• Respond to enquiries
• Arrange discovery calls
• Understand the support your business requires
• Prepare quotations and service agreements
• Provide and manage Taskly services
• Communicate with clients
• Issue and manage invoices and payments
• Maintain business, tax and accounting records
• Improve our website and services
• Protect our website and business from misuse
• Send marketing communications where you have consented or where otherwise permitted by law
• Meet our legal and regulatory obligations

5. Our lawful bases

Under UK data-protection law, we rely on one or more of the following lawful bases:

Contract: when information is needed to provide requested services or take steps before entering into an agreement.

Legitimate interests: when it is reasonably necessary to operate and improve Taskly, respond to business enquiries, maintain appropriate records and protect the business, provided those interests do not override your rights.

Legal obligation: when information must be retained or used to comply with tax, accounting or other legal requirements.

Consent: when you choose to receive marketing communications or consent to non-essential website cookies. You can withdraw consent at any time.

6. Who we share information with

We do not sell your personal information.

Where necessary, information may be shared with trusted service providers used to operate Taskly, including:

• Hostinger, WordPress and website service providers
• Fluent Forms
• Google Workspace
• Accounting and bookkeeping software providers
• Stripe and PayPal
• Email and mailing-list providers
• Website analytics providers
• Meta, where Meta Pixel is enabled
• Professional advisers, insurers, regulators or authorities where required

These providers may only use information for the relevant service or as permitted by their own legal responsibilities.

Taskly does not currently use subcontractors to deliver client services. If this changes, appropriate confidentiality and data-protection arrangements will be put in place.

7. International transfers

Some technology providers may store or process information outside the United Kingdom.

Where this happens, we will use providers that apply an appropriate legal safeguard, such as UK adequacy regulations or approved contractual protections.

8. How long we keep information

We retain information only for as long as reasonably necessary.

Our usual retention periods are:

• Unsuccessful or general enquiries: up to 12 months after the last contact
• Client correspondence and service records: normally up to six years after the client relationship ends
• Contracts, invoices and financial records: normally six years, or longer where legally required
• Marketing information: until you unsubscribe or withdraw consent
• Website analytics: according to the retention settings of the relevant analytics service

Information may be retained for longer where required for a legal claim, dispute, safeguarding matter or regulatory obligation.

9. Cookies and analytics

Our website may use essential cookies required for it to function.

With your permission, it may also use non-essential cookies for:

• Website analytics
• Measuring website performance
• Understanding visitor behaviour
• Advertising measurement through Meta Pixel

Non-essential cookies should not be activated until you have given consent. You can accept, reject or change your cookie preferences through the website’s cookie controls.

You can also control cookies through your browser settings, although disabling essential cookies may affect the website.

10. Marketing

We may send relevant business updates or marketing emails where you have consented or where permitted by law.

You can unsubscribe at any time by using the unsubscribe link in an email or contacting hello@taskly.uk.

Withdrawing from marketing will not prevent us from sending necessary messages about an enquiry, agreement, invoice or active service.

11. How we protect information

We take reasonable technical and organisational measures to protect personal information against loss, misuse, unauthorised access, alteration or disclosure.

These measures include using reputable service providers, password protection, access controls and secure systems where reasonably available.

No online system is completely secure, so information sent electronically is provided at your own risk.

12. Your rights

Depending on the circumstances, you may have the right to:

• Ask for a copy of your personal information
• Ask us to correct inaccurate information
• Ask us to erase information
• Ask us to restrict how information is used
• Object to certain uses
• Request information in a portable format
• Withdraw consent
• Complain about how your information has been handled

These rights are not absolute and may be limited by legal requirements.

To exercise a right, email hello@taskly.uk. We may need to confirm your identity before responding.

13. Complaints

Please contact us first if you have concernsMy fabout how your information has been handled.

You may also complain to the Information Commissioner’s Office:

Website: https://ico.org.uk/make-a-complaint/
Telephone: 0303 123 1113

14. Changes to this policy

We may update this privacy policy when our services, technology or legal responsibilities change.

The latest version will be published on this website with its updated date.