Privacy Policy
Last updated: October 2026
At The Books Bookkeeping, we understand the importance of protecting your personal, business and financial information.
This Privacy Policy explains how we collect, use, store and disclose personal information when you visit our website, contact us or engage us to provide bookkeeping and related services.
Information we may collect
The information we collect will depend on your interactions with us and the services we provide.
This may include:
Your name and contact details, including your email address and phone number
Business name, ABN and other business details
Billing and payment information
Financial and bookkeeping information required to provide our services
Bank transaction and accounting information
Payroll and employee information provided to us in connection with bookkeeping or payroll services
Information contained within accounting, payroll and other business systems that you authorise us to access
Communications, enquiries and correspondence with us
Information you provide through our website, forms or onboarding process
Technical information that may be collected when you use our website, such as browser, device or website usage information
We only seek to collect information that is reasonably necessary for our business activities and the services we provide.
How we collect information
We generally collect information directly from you when you:
Contact us or submit an enquiry
Complete a form
Engage us to provide services
Provide information or documents to us
Give us access to accounting or other business systems
Communicate with us by email, phone or other channels
Where necessary to provide our services, information may also be obtained from third parties or platforms you have authorised us to work with, such as your accountant, accounting software, payroll systems, financial institutions or other business service providers.
How we use your information
We may use personal and business information to:
Respond to enquiries
Provide and manage our bookkeeping and related services
Set up and maintain client records
Process bookkeeping, payroll and superannuation information
Prepare reports and reconciliations
Assist with BAS and IAS preparation and lodgement where applicable
Communicate with you about your services or accounts
Issue invoices and manage payments
Work with your accountant, advisers or other authorised parties where required
Maintain and improve our business operations and services
Meet our legal, regulatory and professional obligations
We will not sell or rent your personal information to third parties.
Sharing your information
We may disclose information where reasonably necessary to provide our services or operate our business.
This may include disclosure to:
Your accountant, tax agent or other professional advisers where authorised or required
Accounting, bookkeeping, payroll and business software providers
Cloud storage, email and technology service providers
Payment and financial service providers
Government agencies or regulatory bodies where required or authorised by law
Contractors or professional advisers who assist us in operating our business
We take reasonable steps to only disclose information where it is necessary and appropriate for the relevant purpose.
Third-party platforms
In providing our services, we may use third-party platforms and cloud-based software for accounting, bookkeeping, payroll, document management, communication and other business functions.
Information entered into or processed through these services may be subject to the privacy policies, security practices and data-storage arrangements of those providers.
Some service providers may store or process information outside Australia. Where applicable, we take reasonable steps in selecting and using service providers appropriate to our business and the information being handled.
Storage and security
We take reasonable steps to protect the personal and confidential information we hold from misuse, interference, loss and unauthorised access, modification or disclosure.
Information may be stored electronically through the systems and service providers used to operate our business and provide services to clients.
Access to client information is limited to those who require it for legitimate business purposes.
When information is no longer required, we will take reasonable steps to securely delete, destroy or de-identify it where appropriate, subject to any legal, regulatory or record-keeping requirements that require us to retain it.
Website and cookies
Our website may use cookies and similar technologies to support website functionality and help us understand how visitors interact with the website.
Depending on your browser settings, you may be able to restrict or disable cookies. Doing so may affect some website functionality.
Our website may also contain links to third-party websites. We are not responsible for the privacy practices or content of external websites and recommend reviewing their privacy policies separately.
Accessing or correcting your information
You may contact us if you would like to request access to personal information we hold about you or believe that information we hold is inaccurate, incomplete or out of date.
We will take reasonable steps to respond to requests and correct information where appropriate, subject to any legal or regulatory requirements.
Privacy concerns or complaints
If you have a question or concern about how your personal information has been handled, please contact us.
We will review your enquiry or complaint and aim to respond within a reasonable timeframe.
If the Australian Privacy Principles apply to the relevant matter and you are not satisfied with our response, you may also be entitled to contact the Office of the Australian Information Commissioner (OAIC).
Changes to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes to our business, services, technology or legal obligations.
The current version will be published on our website with the date it was last updated.
Contact us
If you have any questions about this Privacy Policy, how we handle information or would like to request access to or correction of your personal information, please contact:
The Books Bookkeeping
ABN: 35 112 473 185
Email: admin@thebooksbookkeeping.com.au
Website: www.thebooksbookkeeping.com.au