ClearBiz Privacy Policy 

ClearBiz Privacy Policy

1. Who we are

ClearBiz is a trading name of Solve Accounting and Outsource Solutions Ltd (trading as Solve Outsource), a company registered in the Republic of Ireland under company number 488451. Our registered office is Unit 10, Block 8, Blanchardstown Corporate Park, Blanchardstown, Dublin 15, D15 EKC2. We are the data controller for the personal data described in this policy.

This policy explains what personal data we collect when you use clearbiz.ie, contact us, subscribe to our newsletter or become a ClearBiz client, and how we use it. If you also use other Solve Outsource services, the Solve Outsource privacy notice applies to those.

Contact us about privacy at:

Email: [email protected]

Post: Unit 10, Block 8, Blanchardstown Corporate Park, Blanchardstown, Dublin 15, D15 EKC2

Phone: (01) 544 5375

We have appointed a Data Protection Officer. You can contact them at [email protected] (marked "Data Protection Officer") or by post at the address above, for the attention of the Data Protection Officer.

2. What personal data we collect

We collect only what we need for each purpose. What we hold depends on how you deal with us.

Who you are Data we collect
Website visitor IP address, browser and device type, pages visited, and cookie data (see our Cookie Policy)
Newsletter subscriber Email address and first name. Last name, phone and company only if you choose to give them
Enquiry or "Book a call" Name, email, phone, business type, your message, and your answers to our "Find your fit" questions
Client Name, address, date of birth, PPS number, Revenue registration numbers, photo ID and proof of address (for anti-money-laundering checks), bank and transaction data in Xero, invoices, receipts, tax return information, and billing details

Client financial records may include details about your own customers and suppliers. We process these only to support your bookkeeping and tax filings.

Special category data: We do not intend to collect special category data (such as health information). Therapists and wellness practitioners should keep client health details out of invoices and records they share with us.

Where your data comes from

We collect most data directly from you: through our website forms, when you book a call, email or phone us, or become a client. We also receive data from:

  • your bank, through the Xero bank feeds you connect
  • public registers such as the Companies Registration Office and the Register of Beneficial Ownership, for AML checks
  • Google Analytics and similar tools, about how you use our website (only if you accept cookies)

3. How we use your data and our lawful basis

Under GDPR, we must have a lawful basis for each use of your data.

Purpose Lawful basis
Providing our services: Xero setup, bookkeeping and tax support, onboarding Contract
Billing and collecting subscription payments Contract
Anti-money-laundering identity checks and record-keeping Legal obligation (Criminal Justice (Money Laundering and Terrorist Financing) Act 2010)
Keeping accounting and tax records about our own business Legal obligation
Replying to enquiries and arranging calls Legitimate interests (responding to people who contact us), or steps before a contract
Sending our newsletter Consent. You can unsubscribe at any time using the link in every email
Telling existing clients about similar Solve Outsource services Legitimate interests, as permitted for existing customers. You can opt out at any time
Non-essential cookies, analytics and advertising Consent, given through our cookie banner
Keeping our website and systems secure Legitimate interests

We do not sell your personal data. We do not use it for automated decisions that have legal or similarly significant effects on you.

4. Who we share your data with

We share data only with organisations that help us run our service, or where the law requires it. Our service providers act on our instructions under written data processing terms.

Recipient Why
Xero Cloud accounting software used for every client
Solve Outsource team members Staff within Solve Outsource who support ClearBiz clients, IT and administration
Google (Analytics, Ads, Signals) Website analytics and advertising, only if you accept cookies
Our payment provider Taking subscription payments. We do not store your full card details
Our email marketing provider Sending our newsletter
Our online booking provider Arranging calls you book through our website
Our website host Hosting clearbiz.ie and its forms
Our email and document storage providers Day-to-day communication and secure file storage
Revenue Commissioners Only where you ask us to support or submit a filing on your behalf
Our professional body, regulators, Gardaí or courts Where the law requires it, including AML reporting
Our professional advisers, bankers and insurers Legal, accounting, banking and professional indemnity purposes
A buyer of our business If we sell or transfer all or part of our business, under confidentiality terms

You can ask us for the names of the specific providers we use.

5. International transfers

Some of our service providers store or access data outside the European Economic Area, including Xero and Google. Where that happens, we make sure the transfer is protected by an EU adequacy decision (such as the EU-US Data Privacy Framework) or by the European Commission's Standard Contractual Clauses. You can ask us for details of the safeguards that apply.

6. How long we keep your data

We keep personal data only as long as we need it, then delete or anonymise it.

Data How long
Client files and working papers 6 years after our engagement ends
AML identity documents and records 5 years after our engagement ends, as the law requires
Our own billing and accounting records 6 years, as Revenue requires
Enquiries and call bookings that don't lead to a contract 12 months from last contact
Newsletter subscription Until you unsubscribe. We keep your email on a suppression list so we don't contact you again
Cookie and analytics data As set out in our Cookie Policy

When you leave ClearBiz, your Xero subscription ends as set out in our Terms. You can export your Xero data before it closes.

7. Your rights and how to complain

Under GDPR you have the right to:

  • access the personal data we hold about you
  • have inaccurate data corrected
  • have your data erased, where we have no legal reason to keep it
  • restrict or object to how we use your data, including for legitimate interests
  • receive your data in a portable format, where we process it by contract or consent
  • withdraw consent at any time, without affecting what we did before you withdrew

To use any of these rights, email [email protected]. We will reply within one month. We may ask you to confirm your identity first. Some rights are limited where the law requires us to keep records, such as AML and tax records.

If you are unhappy with how we handle your data, please tell us first so we can try to fix it. You also have the right to complain to the Data Protection Commission at dataprotection.ie , 21 Fitzwilliam Square South, Dublin 2, D02 RD28.

8. Security, cookies and changes to this policy

Security

We protect your data with encrypted connections (HTTPS), access controls, multi-factor authentication on our systems, and confidentiality obligations on our staff. If a data breach is likely to put you at risk, we will tell you and the Data Protection Commission as the law requires.

Cookies

Our website uses cookies. Non-essential cookies only load if you accept them. See our Cookie Policy, linked in the website footer, for details.

Google Analytics, Google Ads and Google Signals

With your consent, we use these to understand how visitors use our website and to improve our advertising. Google Signals can link your visits across devices if you are signed into a Google account and have turned on personalised advertising. You can change your cookie choices at any time through our cookie banner, and manage your Google settings at My Activity .

Third-party websites

Our website links to other sites, such as Xero. Those sites have their own privacy policies, which we don't control.

Changes

We may update this policy from time to time. The latest version will always be on this page, with the date it was last updated. If we make significant changes, we will tell clients by email.

Last updated: 25 September 2026

ClearBiz was built for business owners who want to stay close to their numbers without becoming their own accountant. Xero included, an accounting professional on hand, and support whenever you need it.

Information

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Address

Head Office - Unit 10, Block 8, Blanchardstown Corporate Park, Blanchardstown, Dublin 15. D15 EKC2, Dublin Dublin D15 EKC2

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Call Us

(01) 544 5375

© 2026 ClearBiz - All Rights Reserved.

Xero is a trademark of Xero Limited. ClearBiz is an independent Xero partner and is not owned or operated by Xero.