Privacy policy

1. Introduction

TAX CHECK PRO LTD, Company No: 16573087, Incorporated on 10 July 2025, Registered office, 50 Princes Street, Ipswich, Suffolk, England, IP1 1RJ (“we”, “us”, “our”) is committed to protecting and respecting your privacy. Pocket Panda is a trading style of TAX CHECK PRO LTD.

This Privacy Policy explains how we collect, use, store and protect your personal data when you use pocket-panda.co.uk and the Pocket Panda membership (Subscription Service), which includes four services:

• Self-Employed Tools: income and expense tracking, document storage, tax estimates, deadline reminders and tax insights
• Personal Budgeting: budget planner, income and spending tracker, disposable income calculator, spending breakdown, goals planner and monthly summary
• Bills & Household Finances: a bill organiser and switching deals for energy, mobile and broadband from our partners
• Tax Relief Notifications: information and notifications about tax reliefs and allowances that may be relevant to you

We also provide a separate Tax Claim Service (No Win, No Fee) under the name Tax Check Pro. It is not part of the Pocket Panda membership and has its own privacy policy. Where information moves between the two services, we explain it in section 4.2.

2. Data Controller

TAX CHECK PRO LTD is the data controller responsible for your personal data.

• Company name: TAX CHECK PRO LTD
• Trading as: Pocket Panda
• ICO registration: ZC036388
• Contact email: info@pocket-panda.co.uk

3. Information We Collect

We may collect and process the following categories of personal data:

Personal details

• Name
• Date of birth
• Contact details (email, phone number, address)

Financial information

• Employment or self-employed status
• Income and expense information
• Budgets, spending and savings goals
• Household bills and current suppliers

Documents and uploads

• Receipts, invoices, statements and other documents you upload to the Self-Employed Tools

Technical data

• IP address
• Device information (browser type and time zone)
• Essential cookies only (see our cookie policy); we do not use analytics or advertising cookies
• Referral information, if you reach us through a partner or advert

Payment data

• Payment details (handled via third-party providers; we never see or store your full card number or security code)
• Billing information and payment history

4. How We Use Your Data

We use your personal data to provide the Pocket Panda membership.

4.1 Pocket Panda membership (Subscription Service)

We use your data to:

• Create and manage your account
• Provide access to the four membership services and their digital tools
• Store and manage your documents
• Help you track your income, spending, budgets and bills
• Send Tax Relief Notifications, alerts and insights
• Refer you to a switching partner when you choose a deal
• Provide ongoing support
• Manage your subscription and billing

4.2 The Tax Claim Service (No Win, No Fee)

The Tax Claim Service is a separate service run by TAX CHECK PRO LTD under the name Tax Check Pro. It is not included in your membership and its use of your data is covered by the Tax Check Pro privacy policy.

• From the claims service to your membership: if you made an enquiry with Tax Check Pro and then join, we may use the contact details you gave Tax Check Pro (name, email, phone, address and date of birth) to fill in your membership details in advance. You can check and change them before you join.
• From your membership to the claims service: we do not pass your membership information to the claims service, including your financial figures, budgets, bills, documents or payment records.
• If a Tax Relief Notification mentions the claims service and you choose to use it, you give your information to Tax Check Pro directly.

5. Purposes & Legal Bases for Processing

We process your personal data for the following purposes:

6. Payment Processing

If you join Pocket Panda, we will process your payment details to collect your £23.99 monthly membership fee.

Important distinction

• The membership involves recurring monthly payments
• The Tax Claim Service (No Win, No Fee) is separate, does not require upfront or recurring card payments, and its fees are never taken through your membership

How payments are processed

We use secure third-party payment providers to process payments.

• Payment details are entered on the provider’s secure form and processed by them
• We never see or store your full card number or security code; we keep only a token that lets the provider take your monthly payment
• Transactions are protected using industry-standard security measures, including 3-D Secure

What we may share with payment providers

We may share limited personal data with payment processors, including:

• Name
• Billing address
• Contact details
• Transaction details

This is strictly for:

• processing payments
• fraud prevention
• transaction verification

Legal basis for payment processing

• Performance of contract (to provide the membership)
• Legitimate interest (fraud prevention and payment security)

Payment provider responsibilities

Payment providers may act as:

• independent data controllers, or
• data processors

depending on their role in the transaction.

7. Data Sharing

We may share your data with:

• Service providers (e.g. hosting, email, support tools)
• Payment processors
• Switching partners, when you choose an energy, mobile or broadband deal (the partner then uses your data under its own privacy policy)
• The partner or advertiser that referred you, to confirm the referral
• Professional advisers where required
• HMRC, the police, regulators or courts, where the law requires it

We do not pass your membership information to the separate Tax Claim Service (see section 4.2). We only share data where necessary and appropriate, and we do not sell your personal data.

8. Data Retention

We retain your data only as long as necessary:

• Membership: for the duration of your account and a reasonable period afterwards
• Payment and billing records: 6 years, as UK tax and accounting law requires
• Legal obligations: as required by law

9. Your Rights

You have the right to:

• Access your personal data
• Request correction of inaccurate data
• Request deletion of your data
• Object to processing
• Request restriction of processing
• Request data portability
• Withdraw consent at any time, where we rely on it

To exercise your rights, contact: info@pocket-panda.co.uk. See also our GDPR & data protection page.

You also have the right to complain to the Information Commissioner's Office at ico.org.uk.

10. Data Security

We implement appropriate technical and organisational measures to protect your data, including:

• Secure servers
• Encryption in transit
• Access controls
• Monitoring and security procedures

11. International Transfers

Where data is transferred outside the UK, we ensure appropriate safeguards are in place in accordance with data protection laws.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page.

13. Contact

If you have any questions about this policy or how your data is handled, contact:

• Email: info@pocket-panda.co.uk
• Phone: 0333 344 9063
• Post: TAX CHECK PRO LTD, 50 Princes Street, Ipswich, Suffolk, England, IP1 1RJ