Steer Accountancy Privacy & Cookie Policy

This Privacy notice explains what to expect from Steer Accountancy when you contact us or use our services. This notice will explain how we collect, use and protect your data, and what rights you have with regards to your personal data and how you can exercise those rights.

Who Are We?

We are Steer Accountancy and for the purpose of this document we are also known as ‘the data controller’ meaning that we determine what data is collected, how the data is used and how the data is protected. Our registered address is:

Basepoint, Shearway Business Centre, Shearway Road, Folkestone, Kent CT19 4RH

Trudy Bray of Steer Accountancy is responsible for ensuring that the Privacy Notice is correct and that the Privacy Notice is displayed on our website to make all data subjects aware of the contents of this Notice prior to Steer Accountancy commencing collection of any personal data. All staff that are tasked with collecting and processing personal data are required to understand our Privacy Policy and follow our internal procedures.

If you have questions about how we process personal data, or would like to exercise your data subject rights, please email us at enquiries@steeracc.co.uk or complete the contact form on the website.

Why do we collect your personal data?

Some of the personal data we process is provided directly to us by you for one of the following reasons.

1. You have contacted us to make a general enquiry, or require a service
2. You have contacted us to provide you with a product or service over a period of time
3. You wish to attend, or have attended, an event
4. You either work for us or have applied for a job / work experience placement with us
5. You have applied to run courses with Steer Accountancy

How do we use your personal data?

We will use your personal data in the following ways.

1. You have given us consent to contact you via our newsletter, general announcements, surveys, events and special offers (please note, that once you have opted into this service you can opt out at any time).
2. If you are a customer wishing to purchase our products/services, we will use your personal data to correspond with you reference the provision of our products / services and regarding necessary payments / receipts.
3. If you are a supplier, we will use your personal data to make purchases from you and regarding necessary payments / receipts.

4. You are a contractor/individual who provides us with a service, we will use your personal data to correspond with you reference the provision of your services and regarding payment(s).
5. If you work for us or have applied for a job / work experience placement with us, we will use your personal data to liaise with you about the position, ensure your safety whilst at work, and for the purpose of payment (as required).

In addition, when you visit our website, we do record certain information (in the form of cookies) about your location, browser version, IP address, operating system and flash support. This is so we can continue to provide the most convenient website for all our visitors. Please see our Cookie Policy for further information.

Who will we disclose your personal data with?

We will securely disclose your personal data in the following situations.

1. If you are a customer purchasing products or services from us, your personal data will be used by our office staff only to provide a product or service
2. If you are a supplier, your personal data will be used solely for the purpose of payment and will be disclosed to our accountant at appropriate times during the financial year.

3.To a law enforcement or regulatory agency, at their request or to protect our legal rights.

4. If you have worked for us, your personal data will be used for the purpose of remuneration of your services and in the event of a workplace accident. We will disclose your personal data with our accountants, our CIS Payroll subcontractor, the HMRC and the Health & Safety Executive as appropriate.

Please note that we will NEVER give away or sell your personal data to third parties for marketing purposes.

How will we keep your personal data safe?

The security of your personal data is very important to us. We are committed to ensuring that your personal data is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect.

How long we will retain your personal data

The length of time we retain your personal data depends on the reason for processing and storing it.

1. If you are a customer, we will retain your data for a period of 7 years following the point of purchase. Payment data received via accounting and banking systems are stored for accounting and tax obligations with the HMRC.
2. If you are a supplier, we will retain your data for a period of 7 years in the event of future purchases, or to follow up on a product warranty.
3. If you are a contractor/individual who provides us with a service, we will retain your data for a period of 7 years following the last payment made.

4. If you are working or have worked for us, we will retain your data for the duration of your term of employment and up to 1 year post your departure. After 1 year the following information will be retained for 7 years; your contract, number of sick days and payroll.
5. If you have contacted us to make a general enquiry, or require our services, we will only store this data for the duration of the enquiry, however we will invite to you subscribe to our newsletter so that we can stay in touch with one another.
6. If you have attended one of our events, we will retain your personal data for a period of 6 months after the event.

Want to know how you can access, rectify or erase your data

As the ‘data subject’, you have rights about the personal data we hold. The rights available to you depend upon our reason for processing your personal data.

1. Right to be informed: You have the right to be informed what data we hold about you and how we process and store that data. This should be done in a transparent manner.
2. Right of access: You have the right to ask us for copies of your personal information. This right always applies. There are some exemptions, which means you may not always receive all the information we process.
3. Right to rectification: You have the right to ask us to rectify information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete. This right always applies.
4. Right to erasure: You have the right to ask us to erase your personal information in certain circumstances.
5. Right to restriction of processing: You have the right to ask us to restrict the processing of your information in certain circumstances.
6. Right to object to processing: You have the right to object to processing if we are able to process your information because the process forms part of our public tasks or is in our legitimate interests.
7. Right to data portability: This only applies to information you have given us. You have the right to ask that we transfer the information you gave us from one organisation to another or give it to you. The right only applies if we are processing information based on your consent or under, or in talks about entering into a contract and the processing is automated.
8. Rights regarding automated decision-making including profiling: You have the right to be informed if your data is subject to automotive individual decision-making and or the automated processing of data.

You are not required to pay any charge for exercising your rights. We have 30 days to respond to you.  If you wish to make a request, please contact us at enquiries@steeracc.co.uk or complete the contact form on our website.

How to exercise your rights or make a complaint

If you have questions about how we process personal data, or you would like to exercise your data subject rights or make a complaint, please email us at enquiries@steeracc.co.uk or complete the contact form on our website

What else you need to know

Links to other sites: Our website contains links to other sites that are not owned or controlled by Steer Accountancy. Please be aware that we, Steer Accountancy, are not responsible for the privacy practices of such other sites. We encourage you to be aware when you leave our site and to read the privacy statements of each website that collects personally identifiable information.

Changes to this Notice: Steer Accountancy reserves the right to amend and update the Privacy Notice periodically and will notify those people who have given consent or are under contract of these changes.

Cookie Policy

What is a Cookie?

Cookies are small text files that are placed/stored on your computer or mobile device as and when you visit our website. We use them to help us understand how people are using our services, so we can make them better and to find out if our emails have been read and if you find them useful. We do not link the information we store in cookies to any personally identifiable information you submit whilst on our site. We use both;

• Session ID Cookies – these are used to make it easier for you to navigate our site. A session ID only last as long as your online session and disappear from your computer or device when you close your browser (like Internet Explorer or Safari).
• Persistent Cookies – these will remain on your computer or mobile device for an extended period of time. You can remove persistent cookies by following directions provided in your internet browsers ‘help’ file. Persistent cookies enable us to track and target the interests of our users to enhance the experience on our site.

Cookie Preference

This cookie is used to remember a user’s choice about cookies on steeracc.co.uk. Where users have previously indicated a preference, that user’s preference will be stored in this cookie.

How do I change my cookie settings?

Most web browsers allow some control of most cookies through the browser settings. To find out more about cookies, including how to see what cookies have been set, visit www.aboutcookies.org or www.allaboutcookies.org

Find out how to manage cookies on popular browsers:

• Google Chrome
• Microsoft Edge
• Mozilla Firefox
• Microsoft Internet Explorer
• Opera
• Apple Safari

To find information relating to other browsers, visit the browser developer’s website.

To opt out of being tracked by Google Analytics across all websites, visit http://tools.google.com/dlpage/gaoptout