Privacy Policy

Data protection and cookies on our website

Introduction

At Limis Caelis Consulting, Lda, we respect privacy and are committed to protecting the personal data of everyone who interacts with us. Such data is processed in accordance with the General Data Protection Regulation (GDPR) and the remaining applicable data protection legislation.

This Privacy Policy transparently explains what personal data we may collect, the purposes for which it is used, the legal bases that legitimise its processing, the period for which it is kept, the entities with whom it may be shared, and the rights available to the relevant data subjects.

This Policy applies to the processing of personal data carried out by Limis Caelis Consulting, Lda in the course of its activity, including through the website, contacts made by electronic or telephone means, and the provision of accounting, tax, consulting and payroll services.

We recommend reading this Privacy Policy and reviewing it periodically, as it may be updated to reflect legislative or regulatory changes, or changes to the way we carry out our activity.

Data Controller

Limis Caelis Consulting, Lda, legal entity no. 517458233, with registered office at Rua Adelino Amaro da Costa, n.º 4, 4.º Dto, 2770-001 Paço de Arcos, Portugal, is the controller responsible for the processing of personal data collected in the course of its activity.

The company is represented by Ana Filipe, a Certified Accountant (Contabilista Certificada), registered with the Portuguese Order of Certified Accountants (Ordem dos Contabilistas Certificados) under no. 94717.

Whenever we collect personal data, it is for Limis Caelis Consulting, Lda to determine what information is necessary for each purpose, to decide how that data is processed, and to ensure that all processing complies with applicable data protection legislation, including the General Data Protection Regulation (GDPR).

Limis Caelis Consulting, Lda also undertakes to cooperate with the competent authorities, namely the National Data Protection Commission (CNPD) (Comissão Nacional de Proteção de Dados, the Portuguese data protection authority), whenever legally required, as well as to provide data subjects with clarifications regarding the processing of their personal information.

If you wish to contact us regarding any matter relating to the protection of your personal data, you may use one of the following means:

What Personal Data We Collect and How We Obtain It

Personal data corresponds to any information that allows a natural person to be identified, directly or indirectly.

In the course of our activity, we only collect the data strictly necessary to provide the contracted services or to respond to enquiries addressed to us. Depending on the nature of the relationship established with us, such data may include, among others: name, address, phone number, email address, tax identification number (NIF), identification documents, data relating to professional or business activity, banking and financial information, data necessary for payroll processing, and technical information related to the use of our website.

Whenever services are provided to a company, it may also be necessary to process personal data of shareholders, managers, legal representatives or employees, provided that this is essential for the fulfilment of the obligations associated with the contracted accounting, tax, consulting or payroll services.

Personal data may be collected through different means, namely:

  • Forms available on our website;
  • Booking of meetings or consultations through scheduling platforms;
  • Subscription to our newsletter;
  • Contacts made by email, phone or WhatsApp;
  • Sending of documentation and information necessary for the performance of the contracted services;
  • Any other interaction in which the data subject voluntarily provides the information necessary to respond to their request or to fulfil our contractual and legal obligations.

In all these situations, we seek to collect only data that is adequate, relevant and limited to what is necessary for the purpose in question, in accordance with the principle of data minimisation set out in the General Data Protection Regulation (GDPR).

Who the Data Subjects Are

This Privacy Policy applies to natural persons whose personal data is processed by Limis Caelis Consulting, Lda in the course of its activity.

Depending on the nature of the relationship established with us, data subjects may include, namely:

  • Visitors to our website;
  • People who contact us to request information, clarification or quotes;
  • People who book consultations or meetings with us;
  • Individual clients;
  • Shareholders, managers, legal representatives or employees of corporate clients, whenever their personal data is necessary for the provision of the contracted services.

The processing of this data is limited to the purposes described in this Privacy Policy and is only carried out to the extent necessary for the provision of our services or for compliance with applicable legal obligations.

Categories of Data Processed by Type of Interaction

The personal data we process varies depending on the service requested or the way you interact with us. In each situation, we only collect the information necessary to respond to your request, provide the contracted service, or comply with applicable legal obligations.

Type of interactionCategories of personal data processed
Contact formName, email address, subject and content of the message.
Booking an Introductory Session or Tax ConsultationName, email address and, where applicable, tax identification number (NIF).
Newsletter subscriptionEmail address, preferred language (Portuguese or English) and selected topics of interest (Accounting and Tax for Companies, Tax for Self-Employed Workers and/or Personal Taxes), in order to tailor the content sent to your interests.
Provision of accounting, tax, tax consulting and payroll processing servicesIdentification data, namely name, NIF, tax address and identification documents, as well as the remaining data necessary for the provision of the contracted services, including banking information, remuneration data, accounting and tax documentation and other elements whose collection is required by law or essential to the performance of the contract.

The data collected in each of these situations is used exclusively for the purposes described in this Privacy Policy and is limited to what is strictly necessary for the provision of services, compliance with applicable legal obligations, or responding to requests made by data subjects.

Purposes and Legal Bases of Processing

Limis Caelis Consulting, Lda only processes personal data when there is a legal basis permitting it, under the General Data Protection Regulation (GDPR). The applicable legal basis depends on the purpose for which the data is used.

When you request information about our services

If you contact us to ask for clarification, request a quote, book a meeting, or obtain information about our services, it will be necessary to process some of your personal data to respond to your request. This processing is based on steps taken prior to entering into a contract (pre-contractual measures).

When you enter into a contract with us

After contracting our services, we will process the personal data necessary to fulfil the obligations arising from the contractual relationship, including the provision of accounting, tax, payroll processing, tax consulting or other services contracted by you. In this case, the processing is based on the performance of a contract.

When processing is required by law

As a company providing accounting and tax services, we are subject to various legal obligations that involve the processing of personal data. These obligations arise, namely, from:

  • Tax and accounting legislation;
  • Legislation applicable to Social Security and labour relations;
  • Legislation on the prevention of money laundering and terrorist financing;
  • Professional and regulatory standards applicable to Certified Accountants, including those issued by the Order of Certified Accountants;
  • Other legal or regulatory provisions applicable to our activity.

In these cases, the processing of personal data is carried out to ensure compliance with the legal obligations to which Limis Caelis Consulting, Lda is subject.

When you give your consent

In certain situations, the law requires that the processing of personal data depend on your prior consent. This is the case, for example, when you subscribe to our newsletter or authorise the sending of communications not directly related to the contracted services.

Whenever processing is based on consent, it may be withdrawn at any time, without affecting the lawfulness of processing carried out before its withdrawal.

When there is a legitimate interest

In certain circumstances, we may process your personal data on the basis of the legitimate interest of Limis Caelis Consulting, Lda, provided that such processing does not override your rights, freedoms and safeguards.

This legal basis may be used, for example, to:

  • Continuously improve the quality of the services provided;
  • Ensure the security of our systems, platforms and internal processes;
  • Send communications related to services similar to those previously contracted or requested.

Whenever processing is intended for sending direct marketing communications based on legitimate interest, you may object to such processing at any time, simply and free of charge.

Sharing of Personal Data

Limis Caelis Consulting, Lda treats your personal data confidentially and does not sell, assign or make it available to third parties for commercial purposes.

However, to ensure the provision of the contracted services or to comply with legal obligations, it may be necessary to disclose certain personal data to the following entities:

Public entities

Whenever required by law or necessary to comply with our professional obligations, we may disclose personal data to public entities, including, among others:

  • The Portuguese Tax and Customs Authority (Autoridade Tributária e Aduaneira);
  • Social Security (Segurança Social);
  • The Order of Certified Accountants (Ordem dos Contabilistas Certificados);
  • Courts, administrative authorities or other competent entities, where there is a legal obligation or a valid decision requiring it.

Service providers

Some services used by Limis Caelis Consulting, Lda are provided by external entities that act on our behalf and only in accordance with our instructions, being contractually bound to guarantee the confidentiality and security of personal data.

Depending on the services used, these providers may include, namely:

  • Website hosting and maintenance services;
  • Scheduling and meeting management platforms;
  • Communication platforms, such as WhatsApp;
  • Newsletter management and email communication platforms, such as Brevo, for users who subscribe to that service;
  • Technology and data storage service providers.

Whenever these entities act as processors, Limis Caelis Consulting, Lda ensures that the processing of data is carried out in accordance with the General Data Protection Regulation (GDPR).

Other situations provided for by law

Personal data may also be disclosed to third parties whenever necessary to:

  • Comply with a legal or regulatory obligation;
  • Exercise, defend or protect the rights of Limis Caelis Consulting, Lda or its clients;
  • Comply with an order issued by a competent judicial or administrative authority.

Whenever permitted by law, we will seek to inform the data subject in advance of such disclosure. However, this information may not be provided where there is a legal duty of confidentiality or another legal restriction preventing it.

International Data Transfers

Some of the service providers used by Limis Caelis Consulting, Lda may process personal data in countries located outside the European Economic Area (EEA).

Whenever this occurs, we will ensure that such transfers are carried out in accordance with Chapter V of the General Data Protection Regulation (GDPR), relying only on the mechanisms legally provided to guarantee an adequate level of protection of personal data.

Depending on the case, these mechanisms may include, among others, adequacy decisions adopted by the European Commission, standard contractual clauses approved by the European Commission, or other safeguards recognised by applicable legislation.

Should you wish to obtain more information about the international data transfers carried out by Limis Caelis Consulting, Lda or about the safeguards adopted in each situation, you may contact us through the means indicated in this Privacy Policy.

Retention of Personal Data

Personal data is kept only for the period necessary to fulfil the purposes for which it was collected, or for as long as a legal obligation requires its retention.

The main applicable retention periods are as follows:

Category of dataRetention period
Accounting and tax documentation and other elements whose retention is legally requiredFor the period set out in tax, accounting and other applicable legislation.
Data processed in the course of service provisionFor the duration of the contractual relationship and for the period necessary to safeguard the rights and obligations of the parties or to comply with legal obligations.
Requests for information made through the contact form, email, phone or WhatsApp that do not lead to the contracting of servicesFor the time necessary to respond to the request and carry out the relevant follow-up, unless there is a legal basis for a longer retention period.
Data used to send the newsletterUntil the data subject withdraws their consent or requests cancellation of the subscription.

Once the applicable retention periods have elapsed, personal data will be securely deleted or anonymised, except where its retention is necessary for compliance with a legal obligation, for the exercise or defence of a right in judicial proceedings, or for another legally admissible purpose.

Security of Personal Data

Limis Caelis Consulting, Lda adopts appropriate technical and organisational measures to protect personal data against unauthorised access, misuse, alteration, loss, destruction or any other form of unlawful processing.

The measures implemented are defined taking into account the nature of the data processed, the risks associated with its processing, and the evolution of best practices in information security.

Whenever we rely on service providers that process personal data on our behalf, we ensure that they offer adequate data protection guarantees and comply with the obligations set out in the General Data Protection Regulation (GDPR).

Despite the efforts made to ensure information security, it should be noted that no data transmission or storage system is entirely immune to risk. Therefore, although measures are adopted to reduce these risks, an absolute level of security cannot be guaranteed.

Rights of the Data Subject

Under the General Data Protection Regulation (GDPR), you may exercise, at any time, the rights available to you regarding your personal data.

In particular, you may:

  • Request access to the personal data we process about you, as well as obtain information about how it is used;
  • Request rectification of inaccurate, outdated or incomplete data;
  • Request erasure of your personal data, whenever there is no legal basis requiring its retention;
  • Request restriction of processing, in the situations provided for by applicable legislation;
  • Object to processing of your personal data where it is based on legitimate interest or, where applicable, withdraw consent previously given, without affecting the lawfulness of processing carried out until that moment;
  • Request portability of the data you have provided to us, whenever this right is legally applicable;
  • Lodge a complaint with the National Data Protection Commission (CNPD), should you consider that the processing of your personal data does not comply with the legislation in force.

To exercise any of these rights, simply contact us at the email address geral@limiscaelis.pt.

Limis Caelis Consulting, Lda will respond to your request as soon as possible and, in any case, within the legally applicable period, unless the nature or complexity of the request justifies an extension of that period, as provided for under the GDPR.

The exercise of these rights is, as a general rule, free of charge. However, if a request is manifestly unfounded or excessive, namely due to its repetitive nature, Limis Caelis Consulting, Lda may refuse to act on the request or charge a reasonable administrative fee, in accordance with applicable legislation.

Should you consider that your rights have not been respected, you may lodge a complaint with the National Data Protection Commission (CNPD), through its website, at www.cnpd.pt.

Use of Technology Tools and Artificial Intelligence

Limis Caelis Consulting, Lda may make use of technology tools, including solutions that incorporate artificial intelligence features, in order to improve the efficiency of its internal processes and support the provision of services to clients.

These tools may be used, for example, to assist with organising information, automating administrative tasks, preparing documents, supporting communication with clients, or improving the quality and speed of the services provided.

Whenever the use of these technologies involves the processing of personal data, Limis Caelis Consulting, Lda ensures that such processing is carried out in accordance with the General Data Protection Regulation (GDPR) and only for the legitimate purposes described in this Privacy Policy.

The use of these tools does not replace human analysis, validation or decision- making. Decisions relating to the services provided to clients are always assessed by a professional from Limis Caelis Consulting, Lda, and no decisions are taken based solely on automated processing that produce legal effects or significantly affect data subjects, in accordance with Article 22 of the GDPR.

Whenever we rely on external providers offering these technologies, we will select entities that provide adequate guarantees regarding data protection and information security, adopting the contractual measures necessary to ensure the confidentiality and protection of the personal data processed.

Changes to the Privacy Policy

Limis Caelis Consulting, Lda may update this Privacy Policy whenever necessary, namely to reflect legislative changes, the evolution of the services provided, or the implementation of new procedures related to the processing of personal data.

The most recent version of this Privacy Policy will always be available on our website. We recommend that you review it periodically to stay informed about how we process and protect your personal data.

Whenever the changes made are significant and applicable legislation so requires, appropriate measures will be adopted to inform data subjects.


This Privacy Policy was last updated on 29 July 2026.


Cookie Policy

What are cookies?

Cookies are small text files that may be stored on your computer, tablet, smartphone or other device when you visit a website. These files help ensure the proper functioning of the website and, in some cases, remember preferences or collect information about its use.

In addition to cookies, some websites use other local storage technologies, such as the browser's Local Storage, which allow certain information to be saved on the user's device without creating cookies.

Storage technologies used on this website

The website of Limis Caelis Consulting, Lda only uses technologies that are strictly necessary for its operation.

Currently, the following technologies are used:

TechnologyPurpose
Technical cookie (__dpl)Cookie used by the website's hosting infrastructure to ensure its proper functioning.
Local Storage (lc-cookies-accepted)Records the user's choice regarding the cookie notice, preventing it from being displayed repeatedly.
Local Storage (lc-lang)Stores the language preference selected by the user (Portuguese or English).

These technologies are essential for the operation of the website or to remember preferences expressly chosen by the user.

Analytics and marketing cookies

At present, Limis Caelis Consulting, Lda does not use analytics, advertising, marketing or profiling cookies, nor does it rely on tools such as Google Analytics, Google Tag Manager, Meta Pixel, Hotjar, Microsoft Clarity or other equivalent technologies.

Should such tools be implemented in the future, this Cookie Policy will be updated and, whenever legally required, the relevant consent will be requested before their use.

Third-party services

The website contains links to services provided by external entities, namely scheduling platforms, social networks or means of contact.

While the user remains on the website of Limis Caelis Consulting, Lda, these links do not install any additional cookies. Only when the user accesses the websites of those entities do their respective privacy and cookie policies apply, for which those entities are solely responsible.

How can you manage these technologies?

You can configure your browser to block or delete existing cookies. However, disabling technical cookies may affect the proper functioning of the website.

Local Storage can also be deleted through your browser settings or by clearing your browsing data, which may cause certain preferences, such as the selected language or acceptance of the cookie notice, to be requested again on a future visit.

Changes to the Cookie Policy

This Cookie Policy may be updated whenever necessary, namely to reflect legislative or technical changes, or those resulting from the implementation of new features on the website.

The most recent version will always be available on this website.

Contacts

If you have any questions relating to this Cookie Policy, you may contact Limis Caelis Consulting, Lda at the email address geral@limiscaelis.pt.


This Cookie Policy was last updated on 29 July 2026.