Privacy Policy

SumTotal Accounting and Business is committed to maintaining the privacy of its clients and contacts. We recognise the importance of safeguarding your personal and financial information from misuse and disclosure, and believe it is important you know how we treat your information.

The information we collect
SumTotal Accounting and Business only collects information that we deem is relevant to perform the activities necessary to pursue our duties, comply with legal requirements and to service you in the best possible way. The nature of this information will vary according to your relationship with our firm and the work we are performing. Our objective is not to hold information about you that is not required to be held.

Use and disclosure of personal information
SumTotal Accounting and Business will not sell, rent or trade personal information to outside parties. We will provide personal information to third parties where we are required to by law, or where it is reasonable for us to do so to enable us to provide services to you, or where you have expressly asked us to do so.
At times we may use this information for directly communicating with you whereby we consider that the information supplied may be of benefit to you. We retain this information only for as long as necessary to fulfil our provision of services to you and to comply with any legal requirements. You may decline to take part in certain marketing activities in the future by expressly advising us in writing. We will apply your instructions as soon as it is possible to do so.

Personal information quality
We will endeavour to ensure that all personal information we collect, use and disclose is accurate, complete and up to date. To assist us with this, please contact us if you believe the information we have about you is not accurate, complete or up to date, and we will use all reasonable efforts to correct the information.

Access this information
Upon written request and provision of identification, SumTotal Accounting and Business will provide you with details of all personal information that we hold about you, assuming there are no legal reasons preventing us from doing so. You will be able to review this information and advise us of any amendments to the data held and may request us to delete any information held.

Protection and Security
System security measures are in place to prevent unauthorised access to our paper and electronic systems. As part of our employment contracts, all our team are required to sign a confidentiality clause with respect to how information is treated and protected.

Further information about out privacy policy
If you would like further information regarding this Privacy Policy, you can contact SumTotal Accounting and Business by email at, with the subject heading “Privacy Policy”.