Privacy notice

Last updated 11 October 2026.

This notice explains how RecordsIn uses personal data. It covers two groups of people: business contacts at accounting practices that we email about our service, and clients of accounting practices who send records through RecordsIn.

Who we are

RecordsIn is operated by Next Try is, United Kingdom. For business contact data, Next Try is is the data controller. Contact us about anything in this notice at nexttryis@gmail.com.

1. Business contacts at accounting practices

What data we hold

• Your firm's name, company number and registered office.
• Your firm's published business email address (we use general addresses such as info@ or office@), website address and town.
• A record of the messages we send, any replies, and any opt-out.

Where it comes from

Publicly available sources: the Companies House register and your firm's own website.

Why we use it and our lawful basis

We use it to tell UK accounting practices about RecordsIn (business-to-business marketing) and to respond if you reply. Our lawful basis is legitimate interests (UK GDPR Article 6(1)(f)). Our interest is offering a relevant service to practices that advertise Making Tax Digital work.

We have balanced this against your interests: we only use business contact details that firms publish for enquiries, we only email limited companies and LLPs, we send a short email with at most two follow-ups, every message has an easy opt-out, and we keep as little data as we can for as short a time as we can.

2. Clients of accounting practices

If your accountant uses RecordsIn to collect your records, your accountant's practice is the controller of your data and RecordsIn acts as its processor. We only use your data on the practice's instructions, under a written data processing agreement, to:

• send you reminders on the practice's behalf and in its name,
• receive the files you upload (receipts, invoices, statements and similar), and
• read them and prepare income and expense totals for the practice to review.

The data involved is your name and contact details (as given to us by the practice), the records you send, and the figures taken from them. Software, including AI tools, reads your documents and suggests categories. It does not make decisions about you: your accountant reviews the figures and decides what to submit to HMRC. Please contact your accountant about your data or your rights. We will help them respond.

Who we share data with

We do not sell personal data. We use these service providers, who process data on our behalf:

• Google (Gmail, Drive and Sheets): email and records.
• Cloudflare: hosting this website, the upload portal and the unsubscribe page.
• n8n: the workflow automation that sends messages, logs contacts and handles opt-outs and uploads.
• For practice-client documents only: LlamaIndex (LlamaParse) and Anthropic, which read uploaded documents and extract the figures.
• If a practice uses WhatsApp or SMS reminders: Meta (WhatsApp) and our SMS provider.

We may also disclose data if the law requires it.

International transfers

Some of these providers may process data outside the UK. Where they do, the transfer is covered by UK adequacy regulations or by appropriate safeguards offered by the provider, such as the UK International Data Transfer Agreement or the UK Addendum to the EU standard contractual clauses. Email us if you would like more information or a copy of the relevant safeguards.

How long we keep data

• Business contacts: our contact log is kept for 12 months after our last contact with you, unless your practice becomes a customer.
• Opt-outs: if you object, we keep only the minimum (email address or domain, company number and the date) on a do-not-contact list indefinitely, so that we never contact you again.
• Practice-client records: kept for as long as the practice instructs us. Upload links expire after 30 days. When a practice stops using RecordsIn, we delete or return its clients' data within 30 days.

Your rights

Under UK data protection law you can ask us for a copy of your data, ask us to correct it or delete it, ask us to restrict how we use it, and object to how we use it. You can object to direct marketing at any time (see the box at the top). Email nexttryis@gmail.com and we will reply within one month. If you are a client of a practice, please contact your accountant first.

How to opt out

Use the link in our email, our unsubscribe page, reply "unsubscribe", or email nexttryis@gmail.com. Opt-outs take effect straight away.

Complaints

Please contact us first so we can try to put things right. You also have the right to complain to the Information Commissioner's Office (ICO): ico.org.uk/make-a-complaint, helpline 0303 123 1113.

Changes to this notice

We will update this page if how we use data changes. The date at the top shows when it was last updated.