Privacy Policy for Custom Accounting Solution
2024
1. Introduction
At Custom Accounting Solution (referred to as “we,” “us,” or “our”), we are committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you use our Custom Accounting services and related features (collectively, the “Services”).
By using our Services, you agree to the terms outlined in this Privacy Policy.
2. Information We Collect
We collect various types of information to provide and improve our Services:
a. Personal Information:
We may collect personal details such as your name, contact information (e.g., email address, phone number), and identification information (e.g., tax ID, company registration details).
b. Financial Information:
This includes information related to your accounting records, transactions, financial reports, bank account details, and tax information.
c. Usage Data:
We collect data on how you interact with our Services, including IP addresses, browser type, operating system, and usage patterns through cookies and similar technologies.
3. How We Use Your Information
We may use the information collected for the following purposes:
To provide and manage the accounting services you requested.
To customize and improve your experience with our platform.
To communicate with you, including responding to inquiries and providing support.
To comply with legal, regulatory, and compliance obligations.
To protect the integrity and security of our systems.
4. How We Share Your Information
We do not sell, trade, or rent your personal information to third parties. However, we may share your information with:
Service Providers: We may share your information with trusted third-party service providers who assist in delivering our services (e.g., cloud storage, payment processing).
Legal Requirements: We may disclose your information to comply with legal obligations, court orders, or government requests.
Business Transfers: If we are involved in a merger, acquisition, or asset sale, your information may be transferred as part of that transaction.
5. Data Security
We implement a variety of security measures to protect your personal and financial data. These include encryption, access controls, and secure storage solutions. However, no method of data transmission or storage is completely secure, and we cannot guarantee the absolute security of your information.
6. Your Rights
You have certain rights regarding the personal information we collect, including:
The right to access, correct, or update your information.
The right to request deletion of your data, subject to certain legal restrictions.
The right to withdraw your consent to the processing of your information at any time.
To exercise your rights, please contact us using the information provided below.
7. Data Retention
We retain your personal and financial information only for as long as necessary to fulfil the purposes outlined in this Privacy Policy or as required by law. Once your information is no longer needed, we will securely delete or anonymise it.
8. Changes to This Privacy Policy
We reserve the right to modify this Privacy Policy at any time. Any changes will be posted on our website, and the updated policy will indicate the date it was last revised. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.
9. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your information, please contact us at:
Custom Accounting Solution
PO BOX 1176 North Lakes QLD 4509
admin@mycas.com.au
PH: 1300 795 755
10. Australian Privacy Principles
We are bound by the Australian Privacy Principles (APPs) in the Privacy Act 1988 (Cth) and have developed internal policies and procedures to ensure compliance with the APPs. You can view further information about the APPs here
The kinds of personal information collected and held by us include:
- Identifying details including full name, physical address, postal address, email address, phone number
- Relevant details from your financial planner and or accountant
- Details about your personal history, bank details, employment history
How we collect and hold personal information
- Directly from individuals via phone, email, video call, text message or in writing
- From third parties by requesting the information directly from them
- From third parties when provided by them during the course of proceedings and negotiations
The purposes for which personal information is collected, held, used and disclosed:
- To identify you, potential other clients and associated representatives
- To identify any conflicts of interest in acting for certain clients, whether direct or perceived
- To provide our services to you efficiently and professionally
How you may access your personal information and seek its correction
- We do not charge a fee if you lodge a request for access to your personal information, however, given the time involved in addressing such requests, we will charge reasonable administrative fees for providing a copy of the information.
Complaints
If you are dissatisfied with our response, you may contact the Office of the Australian Information Commissioner here
At first instance, please call our office or email reception@kateredman.com.au