This Privacy Policy describes how Conta Plena – Contabilidade & Fiscalidade, Lda. processes the personal data of its clients, potential clients, website users, social media followers, and other data subjects, in accordance with Regulation (EU) 2016/679 (GDPR).
1. Data Controller
Conta Plena – Contabilidade & Fiscalidade, Lda.
NIPC: 518710378
Registered Office: Impasse Água de Mel, No. 2
Email: geral@contaplena.pt
Telephone: +351 938 023 952
2. Personal Data Collected
Conta Plena may collect and process the following categories of personal data:
- Full name, telephone contact, email address, and postal address;
- Tax, accounting, and financial information;
- Data provided through contact forms or during meetings;
- Billing information and tax compliance data;
- Browsing data and cookies;
- Information provided for recruitment purposes and submission of applications;
- Data provided via external platforms (e.g., LinkedIn Lead Gen Forms);
- Data collected through digital marketing campaigns;
- Information related to meetings, scheduling, and commercial contacts.
3. Purposes of Data Processing
The personal data collected is processed for the following purposes:
- Provision of accounting, tax, and consultancy services;
- Compliance with legal and tax obligations;
- Management of clients, proposals, and contracts;
- Responding to contact requests and providing requested information;
- Scheduling of in-person or online meetings;
- Sending commercial communications, newsletters, and campaigns (subject to prior consent);
- Management of job applications and recruitment processes;
- Website improvement and statistical analysis;
- Processing related to lead generation (LinkedIn, Facebook, Google, website, and other channels).
4. Purposes of Data Processing
The processing of your personal data is based on the following legal grounds:
- Performance of a contract or pre-contractual measures;
- Compliance with legal obligations related to accounting activities;
- Consent of the data subject;
- Legitimate interest in improving services, security, and user experience.
5. Conservação dos Dados
The data is retained only for the period necessary to fulfill the purposes described above or for periods required by law, particularly for tax and accounting obligations.
6. Sharing of Data with Third Parties
Conta Plena may share data with:
- Tax and regulatory authorities;
- Financial and banking institutions;
- Accounting and management software providers;
- Digital marketing platforms (e.g., Google, Meta, LinkedIn);
- Subcontracted service providers, under confidentiality obligations;
- Judicial authorities, when required by law.
Conta Plena does not sell, rent, or transfer personal data to third parties.
7. International Transfers
In the event of data transfers outside the European Union, compliance with GDPR requirements will always be ensured, including the use of standard contractual clauses or transfers to countries with an adequacy decision.
8. Rights of Data Subjects
The data subject may, at any time:
- Access their personal data;
- Request rectification or updates;
- Request erasure (“right to be forgotten”);
- Request restriction or object to processing;
- Request data portability;
- Withdraw consent.
Requests to exercise these rights must be submitted via email: geral@contaplena.pt
9. Cookies and Tracking Technologies
The website uses essential and analytical cookies. Users can manage their preferences through their browser settings.
10. Security and Confidentiality
Conta Plena implements technological and organizational measures to protect data, including:
- Encryption;
- Restricted access;
- Backups and redundancy;
- Internal security and confidentiality protocols.
11. Contact for Privacy Inquiries
For any questions regarding privacy or this policy, please contact:
Email: geral@contaplena.pt
12. Policy Updates
Conta Plena may update this Privacy Policy whenever necessary. Any changes will be published on this website with an updated date.
Conta Plena – Contabilidade & Fiscalidade, Lda.
Last Updated:
