Privacy Policy

This privacy policy explains how Summa Accountancy Services Limited uses the personal data we collect from you when you use our website.

Topics:

  • What data do we collect?

  • How do we collect your data?

  • How will we use your data?

  • How do we store your data?

  • Marketing

  • What are your data protection rights?

  • What are cookies?

  • How do we use cookies?

  • What types of cookies do we use?

  • How to manage your cookies

  • Privacy policies of other websites

  • Changes to our privacy policy

  • How to contact us

  • How to contact the appropriate authorities

  

What data do we collect?

Summa Accountancy Services Limited collects the following data:

Personal identification information (Name, email address, phone number, etc.)

Personal and Business related Financial Information

 

How do we collect your data?

You directly provide Summa Accountancy Services Limited with the data we collect. We collect data and process data when you:

·      Register online or place an order for any of our products or services.

·      Voluntarily complete a customer survey or provide feedback on any of our message boards or via email.

·      Use or view our website via your browser’s cookies.

 

How will we use your data?

Summa Accountancy Services Limited collects your data so that we can:

Process your data and manage your client portal and payments.

Occasionally we may email you with special offers on other products and services we think you might like.

When Summa Accountancy Services Limited processes your order, it may send your data to, and also use the resulting information from, credit reference agencies to prevent fraudulent purchases.

 

How do we store your data?

Summa Accountancy Services Limited securely stores your data within the following portal’s which are fully compliant with GDPR and host country privacy regulations:

·      Taxfiler - Filling Software 

Their privacy policy can be found on the following link:

https://taxfiler.co.uk/privacy/

·      AMLCC – Anti-Money Laundering Compliance Database

Their privacy policy can be found on the following link:

https://www.moneylaundering.co.uk/privacy-policy/

·      Office 365 – Sharepoint

Their privacy policy can be found on the following link:

https://privacy.microsoft.com/en-gb/privacystatement

·      Intuit QuickBooks – Accounting Software

Their privacy policy can be found on the following link: https://quickbooks.intuit.com/eu/privacy-policy/may-2018/

·      12 Pay – Payroll Software

Their privacy policy can be found on the following link:

https://iris12pay.co.uk/privacy-policy/

·      HMRC – Agent & VAT Online Services Portals

Their privacy policy can be found on the following link:

https://www.gov.uk/government/publications/data-protection-act-dpa-information-hm-revenue-and-customs-hold-about-you/data-protection-act-dpa-information-hm-revenue-and-customs-hold-about-you

Summa Accountancy Services Limited will keep your data for no more than six years after our last communication. Once this time period has expired, we will delete your data by removing your details from our client portals area.

 

Marketing

Occasionally, Summa Accountancy Services Limited would like to send you information about products and services of ours that we think you might like.

  • If you have agreed to receive marketing, you may always opt out at a later date.

  • You have the right at any time to stop Summa Accountancy Services Limited from contacting you for marketing purposes.

  • If you no longer wish to be contacted for marketing purposes, please unsubscribe.

 

What are your data protection rights?

Summa Accountancy Services Limited would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following:

  • The right to access - You have the right to request Summa Accountancy Services Limited for copies of your personal data. We may charge you a small fee for this service.

  • The right to rectification - You have the right to request that Summa Accountancy Services Limited correct any information you believe is inaccurate. You also have the right to request Summa Accountancy Services Limited to complete information you believe is incomplete.

  • The right to erasure – You have the right to request that Summa Accountancy Services Limited erase your personal data, under certain conditions.

  • The right to restrict processing – You have the right to object to Summa Accountancy Services Limited processing your personal data, under certain conditions.

  • The right to object to processing – You have the right to object to Summa Accountancy Services Limited‘s processing of your personal data, under certain conditions.

  • The right to portability – You have the right to request that Summa Accountancy Services Limited transfer the data that we have collected to another organization, or directly to you, under certain conditions.

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us-

Email: info@summaservices.co.uk

Telephone: 0330 133 2798

Mobile: 07889 467 391

Write to us: address 5 The Ridgeway, Romiley, Stockport, SK6 3EE

What are cookies?

Cookies are text files placed on your computer to collect standard internet log information and visitor behavior information. When you visit our website, we may collect information from you automatically through cookies or similar technology.

For further information please visit: https://ico.org.uk/your-data-matters/online/cookies/

How do we use cookies?

Summa Accountancy Services Limited uses cookies to help us understand how you use our website.  

What type of cookies do we use?

You can find information on here on the types of cookies we use: https://support.squarespace.com/hc/en-us/articles/360001264507-The-cookies-Squarespace-uses

How to manage cookies

You can set your browser not to accept cookies, however, some of our website features may not function as a result.

Privacy policies of other websites

The Summa Accountancy Services Limited website contains links to other websites. Our privacy policy applies only to our website, so if you click on a link to another website, you should read their privacy policy.

Changes to our privacy policy

Summa Accountancy Services Limited keeps its privacy policy under regular review and places any updates on this web page. This privacy policy was last updated on 16 May 2021.

How to contact us

If you have any questions about Summa Accountancy Services Limited’s privacy policy, the data we hold on you, or you would like to exercise one of your data protection rights, please do not hesitate to contact us –

Email: info@summaservices.co.uk

Telephone: 0330 133 2798

Mobile: 07889 467 391

Write to us: address 5 The Ridgeway, Romiley, Stockport, SK6 3EE

How to contact the appropriate authortiy

Should you wish to report a complaint or if you feel that Summa Accountancy Services Limited has not addressed your concern in a satisfactory manner, you may contact the Information Commissioner’s Office - https://ico.org.uk/