Claudia Sheena Accountancy Services Limited
Privacy Notice
Last updated: July 2026
1. About This Privacy Notice
Claudia Sheena Accountancy Services Limited ("CSAS", "we", "our" or "us") is committed to protecting your privacy and handling your personal data fairly, lawfully and transparently.
This Privacy Notice explains how we collect, use, store and protect your personal data when you use 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 UK data protection legislation.
2. Who We Are
Claudia Sheena Accountancy Services Limited is a Chartered Accountancy practice registered in England and Wales.
Company Number: 10752028
Registered Office:
20 Highwood Grove
London
NW7 3LY
For the purposes of UK data protection law, Claudia Sheena Accountancy Services Limited is the Data Controller.
If you have any questions about this Privacy Notice or how we process your personal data, please contact us:
Email: [email protected]
Telephone: 020 8959 3141
3. The Personal Data We Collect
Depending on the services we provide, we may collect:
Your name
Home or business address
Email address
Telephone number
Date of birth
National Insurance number
Taxpayer reference numbers
Company information
Financial information
Payroll information
Accounting records
Bank details where required
Identification documents for anti-money laundering purposes
Correspondence between you and us
Information relating to enquiries or complaints
Information obtained from Companies House, HMRC or other publicly available sources where appropriate
When you visit our website, we may also collect technical information such as:
IP address
Browser type
Device information
Website usage data
Cookie information (please also see our Cookie Policy).
4. How We Collect Your Information
We collect personal data:
directly from you;
from your employer where you are acting on behalf of a client;
during the provision of our professional services;
when you contact us by telephone, email, social media or our website;
from HMRC, Companies House and other government agencies where authorised;
from accounting software or bookkeeping platforms you authorise us to access;
from publicly available sources where appropriate.
5. How We Use Your Personal Data
We use your personal data to:
provide accountancy, bookkeeping, taxation and advisory services;
administer our client relationship;
comply with legal and regulatory obligations;
verify your identity;
comply with anti-money laundering legislation;
communicate with you;
manage billing and payments;
improve our services;
respond to enquiries;
administer our website;
send marketing communications where you have agreed to receive them or where permitted by law.
6. Lawful Bases for Processing
We process your personal data under one or more of the following lawful bases:
Performance of a contract
Compliance with a legal obligation
Legitimate interests
Consent (where required)
Where we rely on consent, you may withdraw your consent at any time.
7. Sharing Your Personal Data
We will never sell your personal data.
We may share your information with:
HM Revenue & Customs (HMRC)
Companies House
Banks and financial institutions where authorised
Professional advisers
IT and cloud service providers
Software providers supporting our business
Regulatory bodies where required by law
Law enforcement agencies where legally required
All third-party providers are required to process your personal data securely and only in accordance with our instructions or their legal obligations.
8. Software and Third-Party Providers
To provide our services efficiently, we use trusted third-party software providers including:
Xero
QuickBooks
GoHighLevel (for customer relationship management, communications and marketing)
Microsoft 365 and other business productivity tools where appropriate
Where these providers process personal data on our behalf, they do so under appropriate contractual arrangements designed to protect your information.
GoHighLevel is used for client communications, enquiries and marketing administration. We do not use GoHighLevel to store or process your accounting records or sensitive financial data.
9. International Transfers
Some of the service providers we use may process personal data outside the United Kingdom.
Where personal data is transferred internationally, we ensure appropriate safeguards are in place, including:
UK International Data Transfer Agreements (IDTAs);
the UK Addendum to the European Commission's Standard Contractual Clauses; or
transfers to countries recognised by the UK Government as providing an adequate level of protection.
10. Data Retention
We retain personal data only for as long as necessary to fulfil the purposes for which it was collected and to comply with our legal and professional obligations.
When determining retention periods, we consider:
legal and regulatory requirements;
professional obligations;
contractual requirements;
the nature of the services provided;
limitation periods for legal claims.
Once personal data is no longer required, it is securely deleted or anonymised.
11. Keeping Your Information Secure
We take appropriate technical and organisational measures to protect your personal data from accidental loss, unauthorised access, alteration, disclosure or destruction.
Access to personal information is restricted to those who require it for legitimate business purposes.
Our security measures are regularly reviewed to ensure they remain appropriate.
12. Your Rights
Under UK GDPR you have the right to:
access your personal data;
request correction of inaccurate information;
request deletion of your personal data where applicable;
request restriction of processing;
object to processing based on legitimate interests;
withdraw consent where processing is based on consent;
request data portability where applicable.
To exercise any of these rights, please contact:
We may ask for proof of identity before responding to your request.
13. Data Protection Complaints
If you are unhappy with how we have handled your personal data, we encourage you to contact us first so that we have the opportunity to investigate and resolve your concerns.
Please email:
Please include:
your name and contact details;
details of your concern;
any relevant correspondence; and
the outcome you are seeking.
Once we receive your complaint, we will:
acknowledge receipt within 30 calendar days;
investigate your complaint as promptly as reasonably possible;
keep you informed if additional time is required; and
provide you with the outcome of our investigation without undue delay.
If you remain dissatisfied after receiving our response, you have the right to complain to the Information Commissioner's Office (ICO).
Information Commissioner's Office
Website: https://ico.org.uk/make-a-complaint/
Telephone: 0303 123 1113
Address:
Information Commissioner's Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
14. Changes to This Privacy Notice
We may update this Privacy Notice from time to time to reflect changes in legislation, regulatory guidance or our business practices.
The latest version will always be available on our website, and the "Last updated" date at the top of this notice will indicate when changes were made.
Copyright Claudia Sheena Accountancy Services Ltd 2026