Your clients’ data, protected at every step.

Australian firms and businesses remain responsible for their clients’ and customers’ information under the Privacy Act 1988, including when it is handled overseas. We are set up to help you meet those obligations.

How we protect your data

  • Work is done inside your systems through your own user accounts and permissions, not on our local files
  • No USB drives, personal email or printing of client data
  • Multi-factor authentication on all accounts
  • Signed confidentiality agreements with every staff member
  • Access removed immediately when a staff member leaves
  • Clear process for reporting and responding to any suspected data breach, aligned with the Notifiable Data Breaches scheme

Supporting your professional obligations

Your registered tax agent stays responsible for supervising and lodging all tax and BAS work, consistent with the Tax Practitioners Board’s Code of Professional Conduct. We provide documented processes and workpapers that support your review.

Request our security and privacy pack.