Privacy Policy
How Aconta GmbH collects, uses, and protects your personal data.
1. Who We Are
Aconta GmbH
Untere Roostmatt 8
6300 Zug
Switzerland
Email: info@aconta.ch
Website: aconta.ch
Aconta GmbH (“we”, “us”, “our”) acts as the data controller for the processing of your personal data as described in this Privacy Policy.
We are a tax preparation firm serving English-speaking expatriates in German-speaking Switzerland.
2. Scope and Applicable Law
This policy applies to all personal data collected through our website, landing pages, and booking systems.
We comply with:
- The Swiss Federal Act on Data Protection (nDSG / revDSG), in force since 1 September 2023
- The EU General Data Protection Regulation (GDPR) (Regulation 2016/679), where applicable to individuals in the European Economic Area (EEA)
3. What Personal Data We Collect
3.1 Data you provide directly
- Full name
- Email address
- Phone number
- Any information shared during a consultation call or submitted via our contact forms
- Tax documents and financial information necessary for preparing tax returns
- Identification data required by Swiss tax authorities where provided (for example AHV number)
3.2 Data collected automatically
When you visit our website, we may automatically collect:
- IP address and approximate location
- Browser type and device information
- Pages visited and time spent on our website
- Referral source (how you found us)
- Conversion and click data via tracking technologies (see Section 5)
4. Why We Process Your Data and Legal Basis
We process your personal data for the following purposes:
| Purpose | Legal Basis |
|---|---|
| Respond to your enquiry and book a consultation call | Contract performance / Legitimate interest |
| Provide tax preparation services | Contract performance |
| Send follow-up information regarding your enquiry or our services | Legitimate interest (you may opt out at any time) |
| Improve our website and measure advertising effectiveness | Consent (via cookie banner) |
| Comply with Swiss legal and regulatory obligations | Legal obligation |
5. Tracking Technologies and Third-Party Tools
We use the following third-party tools on our website and landing pages. These tools may set cookies or collect data about your visit.
These tools may be used to measure advertising performance and to display relevant advertisements to users who have previously visited our website.
5.1 Google Ads
We use Google Ads conversion tracking to measure the performance of our advertising campaigns. Google may collect data about your device and browsing behaviour.
For more information, see Google’s Privacy Policy:
https://policies.google.com/privacy
5.2 Meta (Facebook) Pixel
We use the Meta Pixel to measure the effectiveness of our Facebook and Instagram advertising. Meta may collect data about actions you take on our website.
For more information, see Meta’s Data Policy:
https://facebook.com/policy.php
5.3 ClickFunnels
Our landing pages are hosted on ClickFunnels. ClickFunnels may collect data about your visit as part of its platform analytics.
For more information, see ClickFunnels’ Privacy Policy:
https://clickfunnels.com/privacy
Where required by law, tracking tools are activated only after you provide consent through our cookie banner.
6. Cookies
We use cookies and similar tracking technologies to operate our website and measure advertising performance.
You can manage or withdraw your consent at any time using the cookie settings banner on our website.
Cookies we use include:
- Strictly necessary cookies — required for the website to function. These cannot be disabled.
- Analytics and advertising cookies — used to measure visits and advertising performance. These require your consent.
Cookies may remain on your device for varying periods depending on their purpose. Some expire when you close your browser, while others remain stored for a defined period.
7. Who We Share Your Data With
We do not sell your personal data.
We may share your data with the following categories of third parties solely to operate our business:
- Technology providers (ClickFunnels, Google, Meta) — as described in Section 5
- Calendar and scheduling tools used to book consultation calls
- Swiss tax authorities — solely on your explicit instruction and pursuant to the signed proxy agreement you authorise as part of our service
These third parties act as data processors and process personal data only on our instructions and in accordance with applicable data protection laws.
Where third parties process data on our behalf, we ensure appropriate data processing agreements are in place.
8. International Data Transfers
Some of our third-party providers are based outside Switzerland and the EEA (including the United States).
When your data is transferred internationally, we rely on:
- Standard Contractual Clauses (SCCs) approved by the European Commission
- Standard Contractual Clauses embedded in the Data Processing Agreements of Google and Meta
- Adequacy decisions issued by the Swiss Federal Data Protection and Information Commissioner (FDPIC)
9. How Long We Keep Your Data
We retain personal data only as long as necessary for the purposes described in this policy.
| Data Type | Retention Period |
|---|---|
| Enquiry and booking data | Up to 12 months if you do not become a client |
| Client data | Duration of the engagement and up to 10 years thereafter as required by Swiss commercial and tax law |
| Website analytics data | Determined by the respective third-party platform settings |
Where you submit an enquiry, we may follow up regarding our services for up to 12 months.
10. Your Rights
Under the Swiss nDSG and/or the GDPR (depending on your location), you may have the following rights:
- Right of access — request a copy of the personal data we hold about you
- Right to rectification — request correction of inaccurate data
- Right to erasure — request deletion of your data, subject to legal retention obligations
- Right to restriction of processing — request limitations on how we process your data
- Right to data portability — request your data in a structured, machine-readable format
- Right to object — object to processing based on legitimate interest
- Right to withdraw consent — withdraw consent where processing is based on consent
To exercise any of these rights, please contact us at:
We aim to respond within one month.
If you are not satisfied with our response, you have the right to lodge a complaint with:
- The Swiss Federal Data Protection and Information Commissioner (FDPIC) — https://edoeb.admin.ch
- Your local EU supervisory authority if you reside in the EEA
11. Data Security
We implement appropriate technical and organisational security measures to protect personal data against unauthorised access, loss, or misuse.
These measures include secure document transfer, encrypted client portals, and restricted internal access to sensitive client information.
12. Changes to This Policy
We may update this Privacy Policy from time to time.
The current version will always be available on our website. Where required by law, we will notify you of any material changes.
13. Contact
If you have any questions about this Privacy Policy or how we handle your data, please contact us:
Aconta GmbH
Untere Roostmatt 8
6300 Zug
Switzerland
Email: info@aconta.ch
Website: aconta.ch