1. What Personal Information We Collect

We collect information that is reasonably necessary for us to deliver our services, including:

a. Personal Identity Information

• Full name
• Date of birth
• Contact details (email, phone, address)

b. Tax and Financial Data

• ABN / TFN (optional where applicable)
• Income, expenses, invoices, deductions
• bank transactions, uploaded documents
• Bank details

c. Platform Usage Data

• Signin activity
• IP address, browser type, device info
• Session data via cookies or analytics tools

d. Support Communications

• Emails, messages, and chats with our team

2. How We Collect It

We collect personal information through:

• Account registration
• Completing tax-related forms
• Customer support inquiries
• Website usage (cookies, tracking scripts)
• API integrations or connected services

3. Why We Collect It

We collect personal data to:

• Deliver and maintain our services
• Assist in tax calculations and record-keeping
• Communicate with you (updates, confirmations)
• Improve our product and user experience
• Comply with legal and ATO obligations

4. Disclosure of Information

We only share personal information when necessary to:

• ATO or government bodies, if legally required
• Registered tax professionals or partners, when facilitating services (e.g. tax review or lodgement)
• Third-party vendors, including payment processors, cloud storage providers, and analytics services (all under strict confidentiality)
• Law enforcement, only when compelled by law or court order

We do not sell or rent your personal information to third parties.

5. Data Security

We take reasonable steps to protect your information using:

• Encrypted data transmission (SSL/HTTPS)
• Secure cloud hosting (ISO-certified providers)
• Access controls and authentication procedures
• Regular security audits

6. Storage and Cross-Border Transfers

Data is primarily stored in Australia or with reputable cloud providers in countries with equivalent data protection standards. If data is transferred internationally, we ensure it is done in compliance with Australian privacy law.

• Provided with due care and skill
• Fit for purpose
• Delivered within a reasonable time

7. Cookies & Analytics

We use cookies and analytics tools (e.g., Google Analytics, Meta Pixel) to:

• Monitor user behavior
• Improve site performance
• Track campaigns and user interactions

You can manage or block cookies in your browser settings. Disabling cookies may affect functionality.

8. Marketing & Communications

We may occasionally send you:

• Newsletters
• Product updates
• Tax reminders
• Promotions or referral offers

You can opt out at any time by clicking “unsubscribe” or email us.

9. Your Rights

Under the Privacy Act 1988, you have the right to:

• Request access to your data
• Request corrections to inaccurate information
• Withdraw consent for marketing
• File a complaint if you believe your privacy has been breached

10. Data Retention

We retain your personal data for as long as required to:

• Fulfill the purpose for which it was collected
• Comply with taxation, legal, and financial regulations
• Resolve disputes or enforce agreements

When data is no longer needed, we securely delete or anonymise it.

11. Changes to This Policy

We may update this policy periodically. Any changes will be posted on our site with a revised “Effective Date.” Significant updates may be communicated via email.