1. Information We Collect

We collect personal information to deliver exceptional service and meet regulatory obligations.

Personal Information

This may include, but is not limited to:

• Full name
• Email address
• Phone number
• Residential or business address
• Date of birth
• IRD number
• Employment, business, and financial details
• Documents required for identity verification
• Payment, billing, and invoicing details

Technical & Analytical Information

Automatically collected when you visit our website:

• IP address
• Device type and browser details
• Pages visited and session duration
• Click activity and navigation patterns
• Cookies, tracking, and analytics data

This information helps us enhance security, improve user experience, and understand how visitors engage with our site.

2. How We Collect Information

We may collect information through the following methods:

• Website enquiry forms, subscription forms, or live chat
• Client onboarding, KYC/AML verification, and service agreements
• Email, phone, video meetings, or in-person interactions
• Accounting, payroll, and financial software integrations (authorised by you)
• Cookie technologies, analytics tools, and performance tracking systems

3. How We Use Your Information

We use your information responsibly and only for legitimate business purposes, including to:

• Deliver accounting, tax, bookkeeping, and business advisory services
• Verify your identity and comply with regulatory requirements
• Prepare tax returns, financial reports, and documentation
• Communicate with you regarding services, updates, reminders, or support
• Improve our website, systems, and user experience
• Manage payments, invoicing, and financial transactions
• Send newsletters, insights, or promotional content (optional opt-out)
• Maintain internal records for compliance, auditing, and legal obligations

We do not use your personal information for any purpose unrelated to our services without your consent.

4.Legal Basis for Processing

We collect and process personal information only where permitted, including:

• Your consent
• Service delivery and contractual obligations
• Compliance with tax, financial, and legal regulations
• Legitimate business interests, such as risk management, service improvement, and fraud prevention

5. Disclosure of Personal Information

We respect your confidentiality. Your information may be shared only when necessary and only with trusted third parties, such as:

• Cloud service providers and secure data hosting platforms
• Accounting, payroll, and taxation software services
• IT providers, data security partners, and system administrators
• Government agencies, including Inland Revenue (IRD), where legally required
• Professional advisors such as auditors, lawyers, or consultants
• Any third party you explicitly authorise

We do not sell, rent, distribute, or trade your personal information to any external party.

6. Data Storage & Security

We take robust measures to safeguard your data through:

• Encrypted databases and secure cloud platforms
• Multi-layer authentication and restricted access controls
• Regular system updates, monitoring, and cybersecurity protocols
• Staff training on privacy, confidentiality, and data protection

While we maintain high security standards, no digital system is entirely immune to risk. However, we continuously work to ensure the highest possible protection.

7. Overseas Data Transfers

Some of our service providers may store or process data outside New Zealand. In such cases, we ensure that:

• Appropriate safeguards are implemented
• Data protection standards align with New Zealand's privacy requirements
• Your information remains secure and confidential at all times

8. Cookies & Tracking Technologies

We use cookies and tracking tools to:

• Enhance and personalise your website experience
• Improve website performance and functionality
• Analyse traffic patterns and user behaviour

You may disable cookies through your browser; however, certain features may not function correctly without them.

9. Your Rights

You have the legal right to:

• Request access to the personal information we hold about you
• Ask us to correct or update inaccurate, incomplete, or outdated information
• Withdraw consent for optional communications
• Raise concerns about how your data is handled

All requests will be addressed promptly in accordance with the Privacy Act 2020.

10. Data Retention

We retain your personal information only for as long as necessary to:

• Deliver services
• Comply with legal and regulatory requirements
• Fulfil tax and audit obligations
• Resolve disputes or outstanding matters

After this period, information is securely deleted or anonymised.

11. Third-Party Links

Our website may feature links to third-party websites. These sites are governed by their own privacy policies, and we are not responsible for their practices, content, or security measures.

12. Changes to This Privacy Policy

We may update or revise this Privacy Policy periodically to reflect changes in our practices or legal obligations. Any updates will be published on this page with a revised “Last Updated” date. Your continued use of our website and services constitutes acceptance of these changes.