Last update: 12 August 2026
Sterling Accounting Solutions Ltd (“SAS”, “we”, “our”, or “us”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store and protect your personal information when you visit our website, engage our services, contact us, or otherwise interact with us.
We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018 and other applicable privacy laws.
1. Who we are
Sterling Accounting Solutions Ltd
Company Number: 07787772
Registered Office:
SAS House
Chipperfield Road
Kings Langley
Hertfordshire
WD4 9JB
United Kingdom
Email: hello@sas-accountants.com
Telephone: 0333 202 6441
Website: https://sas-accountants.com
Data Controller
For the purposes of the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, Sterling Accounting Solutions Ltd is the Data Controller of the personal data described in this Privacy Policy and is responsible for determining how and why your personal data is processed.
2. The information we collect
We may collect and process the following categories of personal data:
Contact Information
- Name
- Email address
- Telephone number
- Postal address
- Company information
- Job title
Website Enquiries
Information submitted through:
- Contact forms
- Consultation requests
- Newsletter sign-ups
- Downloadable brochure requests
- Email correspondence
Client Information
To provide accounting and advisory services, we may collect:
- Financial information
- Tax information
- Payroll information
- Business records
- Accounting records
- HMRC-related information
- Company and director information
- Proof of identity documents
Technical Information
When you visit our website, we may automatically collect:
- IP address
- Browser type and version
- Device information
- Website usage information
- Cookie data
Analytics information
3. How We Use Your Information
We use personal information to:
- Respond to enquiries
- Arrange consultations
- Provide accountancy, tax and advisory services
- Administer client relationships
- Deliver newsletters and relevant business updates
- Improve our website and services
- Meet legal and regulatory obligations
- Conduct Anti-Money Laundering (AML) checks
- Prevent fraud and financial crime
Defend legal claims where necessary
4. Lawful Basis for Processing
We process personal data under one or more of the following legal bases:
Contract
Where processing is necessary to provide services requested by you.
Legal Obligation
Where we must comply with applicable laws and regulations, including:
- Anti-Money Laundering Regulations
- Tax legislation
- Company law requirements
- Professional regulatory obligations
Legitimate Interests
We may process personal data where it is necessary for our legitimate business interests, provided those interests are not overridden by your rights and freedoms.
Examples include:
- Managing and maintaining client relationships.
- Communicating with clients and prospective clients.
- Improving our website, services and business operations.
- Maintaining network and information security.
- Preventing fraud and unlawful activity.
- Managing complaints and disputes.
When relying on legitimate interests, we carefully assess the impact on individuals and ensure that our use of personal data is proportionate, reasonable and consistent with your expectations.
Consent
Where required, including:
- Newsletter subscriptions
- Certain marketing communications
- Optional cookies
You may withdraw consent at any time.
5. Anti-Money Laundering Checks
As an ICAEW-regulated accountancy practice, we are required by law to carry out identity verification and Anti-Money Laundering (AML) checks.
To comply with these obligations, we may collect and process:
- Proof of identity
- Proof of address
- Company ownership information
- Beneficial ownership information
- Identification verification reports
Failure to provide information required for AML purposes may prevent us from acting on your behalf.
6. Professional and Regulatory Obligations
As an ICAEW-regulated accountancy practice, we may process personal data to comply with professional standards, practice assurance requirements, quality monitoring reviews, anti-money laundering obligations, regulatory investigations, disciplinary proceedings, complaints handling processes and other legal or regulatory requirements applicable to our profession.
7. Marketing Communications
If you subscribe to our newsletter or marketing updates, we may send information relating to:
- Tax changes
- Business updates
- Financial guidance
- Company news
- Service updates
We use trusted third-party systems including:
- Transpond
- Capsule CRM
You may unsubscribe at any time by using the unsubscribe link contained in our emails or by contacting us directly.
8. Sharing Your Information
We do not sell personal information.
We may share personal information with carefully selected third parties where necessary to provide our services and operate our business, including:
- Cloud hosting providers
- IT support providers
- Software and business management providers
- Document management providers
- Communication and email service providers
- Microsoft 365
- Xero
- QuickBooks
- Sage
- TaxCalc
- BrightPay
- GoDaddy
- Transpond
- Capsule CRM
- Legal advisers
- Regulatory advisers
- Professional advisers
- Auditors
- Insurers
Regulatory Authorities
We may disclose information where required by law, including to:
- HM Revenue & Customs (HMRC)
- ICAEW
- Law enforcement agencies
- Courts and tribunals
- Government and regulatory authorities
9. International Transfers
Some of our service providers may process or store data outside the United Kingdom.
Where personal data is transferred internationally, we ensure appropriate safeguards are in place, including:
- UK adequacy regulations
- International Data Transfer Agreements (IDTAs)
- Standard Contractual Clauses
- Equivalent legal safeguards
10. Website Analytics and Cookies
Our website uses cookies and similar technologies to ensure the website functions correctly, enhance user experience and help us understand how visitors use our website.
We use Google services including:
- Google Analytics
- Google Search Console
- Other website management and analytics tools
Where required by law, non-essential cookies and analytics technologies will only be used after obtaining your consent through our cookie management platform. You may withdraw or amend your consent preferences at any time. Further information about our use of cookies can be found in our Cookie Policy.
11. Data Security
We take appropriate technical and organisational measures to protect personal information against:
- Unauthorised access
- Loss
- Misuse
- Alteration
- Disclosure
Access to personal data is restricted to authorised personnel and trusted service providers who require access to perform their duties.
12. Personal Data Breaches
We maintain procedures designed to detect, investigate and respond to personal data breaches. Where required by law, we will notify the Information Commissioner’s Office (ICO) and affected individuals of reportable personal data breaches within the applicable legal timeframes.
13. Data Retention
We retain personal data only for as long as necessary to fulfil the purposes for which it was collected.
Client Records
Accounting, taxation, payroll and related client records are generally retained for a minimum period of six (6) years following the end of our engagement.
Certain records may be retained for longer where required for:
- Anti-Money Laundering compliance
- Professional and regulatory obligations
- Legal proceedings or potential claims
- Tax, accounting or statutory requirements
- Legitimate business record-keeping purposes
At the end of the applicable retention period, records will be securely deleted, anonymised or destroyed.
Marketing Data
Marketing information will be retained until consent is withdrawn or the individual unsubscribes.
Enquiry Data General enquiries are retained only as long as necessary to respond to and manage the enquiry.
14. Your Rights
Under UK GDPR you have the right to:
- Request access to your personal data.
- Request correction of inaccurate or incomplete information.
- Request erasure of your personal data in certain circumstances.
- Request restriction of processing.
- Object to processing based on legitimate interests.
- Request portability of your personal data.
- Withdraw consent at any time where processing is based on consent.
- Not be subject to a decision based solely on automated processing where such processing produces legal or similarly significant effects.
- Lodge a complaint with the Information Commissioner’s Office (ICO).
To exercise any of these rights, please contact:
hello@sas-accountants.com
We may request proof of identity before responding to any request.
15. Complaints
If you are dissatisfied with how we handle your personal information, please contact us first so we can attempt to resolve the matter.
You also have the right to lodge a complaint with:
Information Commissioner’s Office (ICO)
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Website: https://ico.org.uk
16. Children’s Privacy
Our services and website are intended for businesses, business owners and individuals aged 18 years or over.
We do not knowingly collect personal information from children.
17. Changes to This Policy
We may update this Privacy Policy from time to time to reflect legal, regulatory, operational or technological changes.
The latest version will always be available on our website.
Sterling Accounting Solutions Ltd
Company No. 07787772
SAS House, Chipperfield Road, Kings Langley, Hertfordshire, WD4 9JB
Email: hello@sas-accountants.com
Telephone: 0333 202 6441
