Privacy Policy

Privacy Policy

Account For It Pty Ltd (ACN 648 691 221) · Last updated Oct 7, 2026

 

1. About this policy

Account For It Pty Ltd (ACN 648 691 221) (Account For It, we, us, our) is an accounting, tax and advisory practice based in Mount Hawthorn, Western Australia, with clients across Australia.

We respect your privacy. This policy explains how we collect, use, store and disclose personal information, and how you can access it, correct it or make a complaint. We handle personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

As a registered tax agent, we also have confidentiality obligations under the Tax Agent Services Act 2009 (Cth), and our professional obligations as members of CPA Australia.

This policy applies to clients, prospective clients, their associates (such as directors, shareholders, trustees, beneficiaries, employees and family members), visitors to our website, suppliers and job applicants. We may update this policy from time to time, and the current version will always be available on our website.

 

2. What we collect and how

We only collect personal information that is reasonably necessary to provide our services and run our practice. Depending on the services we provide to you, this may include:

• identity and contact details, such as your name, date of birth, address, phone number and email address
• identification documents, such as your driver's licence or passport, where we are required to verify your identity
• tax file numbers and other government identifiers, such as ABNs and Director IDs
• financial and tax information, such as income, assets, liabilities, bank records, investments, superannuation, payroll details, and business records
• information about related people and entities, such as family members, business partners, trustees, beneficiaries and employees, where relevant to your affairs
• employment information, where you apply to work with us
• website and communication information, such as enquiries you submit and how you use our website.

We generally collect personal information directly from you, through meetings, phone calls, emails, our client onboarding and engagement platforms, and the documents you give us.

We may also collect it from third parties where you have authorised us to, or where it is reasonably necessary. These include the Australian Taxation Office, ASIC, your bank or financial institution (including through bank feeds), your accounting software, other advisers such as lawyers, mortgage brokers and financial planners, and publicly available sources such as company and land title searches.

We only collect sensitive information (such as health information) where it is relevant to the services, for example a medical expense or an insurance claim, and with your consent.

You can deal with us anonymously or using a pseudonym for general enquiries. However, we cannot prepare tax returns or provide most of our services without identifying you.

 

3. Why we collect it and how we use it

We collect, hold and use personal information to:

• provide our accounting, tax, bookkeeping, advisory and CFO services, including preparing and lodging returns and dealing with the ATO and other regulators on your behalf
• verify your identity and meet our legal obligations, including under taxation laws and anti-money laundering and counter-terrorism financing laws
• manage our relationship with you, including onboarding, engagement, billing and debt recovery
• maintain records as required by law and by our professional standards
• meet our quality control and professional obligations, including reviews by CPA Australia and the Tax Practitioners Board
• send you newsletters, updates and information about our services, if you have not opted out
• assess job applications and manage our suppliers.

We will only use your personal information for another purpose if you consent, if you would reasonably expect it and it relates to the original purpose, or if the law permits or requires it.

We handle tax file numbers in accordance with the Privacy (Tax File Number) Rule 2015, and only use or disclose them for a purpose permitted by taxation, personal assistance or superannuation law.

 

4. Who we disclose it to

We treat your information as confidential. We only disclose it where you have authorised us to, where it is reasonably necessary to provide our services, or where the law requires or permits it. The people and organisations we may disclose it to include:

• the Australian Taxation Office, ASIC, the Tax Practitioners Board and other government agencies
• other advisers you have asked us to work with, such as lawyers, financial planners, mortgage brokers and auditors
• our outsourced service providers, who assist with administration and bookkeeping tasks under our supervision (see section 5)
• providers of the software and cloud systems we use to deliver our services, including accounting, practice management, document management, client onboarding and e-signature platforms
• providers of the artificial intelligence (AI) tools we use (see below)
• CPA Australia, as part of its quality review program
• our insurers, legal advisers and debt recovery agents, where necessary.

We do not sell or rent your personal information.

 

Use of artificial intelligence

We use AI tools to help us with tasks such as drafting correspondence and documents, summarising and analysing information, research, data extraction and transaction coding. The AI tools we currently use are Claude (Anthropic, Team plan), Microsoft 365 Copilot, Xero JAX, Dext and Elfworks.

When we use AI tools:

• we only use tools we have assessed and approved, having regard to data security, data location, retention, and whether the provider uses inputs to train its models
• we do not enter client information into free or consumer versions of AI tools
• where practicable, we de-identify information before it is processed
• we do not enter tax file numbers into general-purpose generative AI tools
• all AI-generated output is reviewed by appropriately qualified members of our team before it is relied on. We remain responsible for our services.

Our Engagement Terms set out how our clients consent to our use of AI tools.

 

5. Overseas disclosure

We are likely to disclose personal information to recipients located outside Australia in two situations:

• Outsourced service providers. We use Carisma Solutions and Big Leap Business Process Outsourcing Services for the basic compilation of administration and bookkeeping tasks. Carisma Solutions is located in India, and Big Leap Business Process Outsourcing Services is located in the Philippines. All of their work is monitored, reviewed and completed by us.
• Software, cloud and AI providers. Some of the systems and AI tools we use store or process data outside Australia, including in the United States and the United Kingdom.

Before disclosing information overseas, we take reasonable steps to ensure the recipient handles it consistently with the APPs, including through contractual confidentiality and security commitments. Where our clients consent to overseas disclosure under our Engagement Terms, we will tell them clearly what that consent means before relying on it.

 

6. Storage, security and retention

We hold personal information mainly in electronic form, in secure cloud-based systems. We hold limited paper records at our office. Our website backups are stored in Australia.

We take reasonable steps to protect personal information from misuse, interference, loss, and unauthorised access, modification or disclosure. These steps include access controls and multi-factor authentication, restricting access to staff who need it, confidentiality obligations on our staff and contractors, and secure document exchange in place of email attachments where practicable.

We keep client files for at least 7 years after our final invoice, consistent with our legal and professional obligations. After that, we securely destroy or de-identify information we no longer need.

If we experience a data breach that is likely to result in serious harm, we will notify affected individuals and the Office of the Australian Information Commissioner (OAIC) under the Notifiable Data Breaches scheme.

 

7. Website, cookies and marketing

Our website uses cookies, Google Tag Manager and Google Analytics to understand how visitors use the site and to improve it. Google Analytics collects information such as the pages you visit, how you arrived at our site, your browser type and your general location. This information is aggregated and does not identify you. Google may process this information outside Australia, including in the United States. We may also use Google Analytics advertising features, such as demographics and interests reporting. You can manage how Google uses your information for advertising at adssettings.google.com, and opt out of Google Analytics using Google's browser add-on at tools.google.com/dlpage/gaoptout.

If we advertise on Facebook or Instagram, we may use the Meta Pixel. This is a tool that records actions taken on our website so we can measure the effectiveness of our advertising and show relevant ads to people who have visited our site. Meta may process this information outside Australia, including in the United States. You can manage your ad preferences in your Facebook or Instagram settings.

You can disable cookies in your browser settings, although some parts of the site may not work as intended.

If you submit an enquiry or subscribe through our website, we collect the details you provide and use them to respond to you. Our website also uses security tools that record IP addresses to protect the site from malicious activity.

We may send you newsletters and information about our services. Every marketing email includes an option to unsubscribe, or you can contact us to opt out at any time. Opting out of marketing will not stop us sending you information about the services we provide to you.

Our website may link to other websites, including our social media pages. We are not responsible for the privacy practices of those sites.

 

8. Access, correction and complaints

Accessing and correcting your information

You can ask to access the personal information we hold about you, or ask us to correct it if it is inaccurate, out of date, incomplete, irrelevant or misleading. Please contact our Privacy Officer using the details below. We will respond within 30 days.

We may need to verify your identity first. We do not charge for a request, but we may charge a reasonable fee for the cost of giving you access, and we will tell you before we do. If we refuse access or correction, we will tell you why in writing and how you can complain.

 

Making a complaint

If you believe we have breached the APPs or mishandled your personal information, please contact our Privacy Officer in writing. We will acknowledge your complaint within 7 days and aim to resolve it within 30 days.

If you are not satisfied with our response, you can complain to the OAIC:

• Website: www.oaic.gov.au
• Phone: 1300 363 992

You can also raise concerns about our conduct as a tax agent with the Tax Practitioners Board at www.tpb.gov.au.

 

Contact us

Privacy Officer, Account For It Pty Ltd

Address: 5/401 Oxford Street, Mount Hawthorn WA 6016

Email: admin@accforit.com.au

Phone: (08) 6288 8670