Privacy Policy

1. Information We Collect

To provide professional tax agent, accounting, bookkeeping, and advisory services, we collect necessary identifying and financial details from our clients.

This information includes your full name, residential and postal address, contact telephone numbers, email addresses, Tax File Number (TFN), Australian Business Number (ABN), banking details, income statements, expense substantiation receipts, superannuation data, and business accounting files.

2. How We Collect and Secure Personal Data

We collect personal data directly through face-to-face consultations at our Casuarina and Palmerston offices, telephone intake sessions, secure email exchanges, and certified cloud accounting integrations such as Xero.

All digital documents, tax returns, and client workpapers are stored in encrypted environments compliant with Australian cyber security standards. We never disclose Tax File Numbers without explicit statutory authority or client consent.

3. Permitted Uses and Disclosures

Your information is exclusively utilised to prepare and lodge income tax returns, Business Activity Statements, financial statements, and represent you before regulatory bodies.

We only disclose client information to government bodies—principally the Australian Taxation Office (ATO), the Tax Practitioners Board (TPB), and the Australian Securities and Investments Commission (ASIC)—when authorised or legally required under Australian law.

4. Third-Party Service Providers and Cross-Border Cloud Processing

Northern Accountants engages certified cloud infrastructure providers to facilitate client appointment scheduling and digital form intake. All data transmissions are protected by 256-bit TLS encryption in compliance with Australian Privacy Principle 8 (APP 8).

To deliver seamless booking and lodgement services, we utilise Calendly LLC (United States) for calendar appointment scheduling and Jotform Inc. (United States) for digital intake questionnaires and electronic signature capture. Both providers operate SOC 2 Type II compliant data centres and maintain strict data privacy commitments.

Online appointment scheduling is processed directly by Calendly LLC. Northern Accountants does not store client personally identifiable information (PII) on the web server for appointment bookings, retaining only verified Calendly scheduling event references for lead-loss protection.

Tax File Numbers and certified identity documentation submitted through digital intake forms are handled under the Privacy (Tax File Number) Rule 2015 and are accessible only by authorised registered tax agents.

5. Access, Corrections, and Enquiries

Under the Australian Privacy Principles, you have the right to request access to any personal information we hold regarding your files and to request corrections if information is inaccurate.

If you have questions regarding our privacy practices or wish to update your records, contact our privacy officer directly by telephoning our Casuarina office on 08 8941 3900 or emailing admin@northernacc.com.au.