Privacy Policy
This policy is in draft pending final review by the registered practice. If anything here looks unclear, contact us and we'll clarify.
Last updated: [date to be set at launch]
Who we are
This website is operated by CPA Accounting on behalf of [registered practice legal name - Doug to confirm], a TPB-registered tax practice. Tax agent services are provided by the registered practice named in your engagement documents.
Information we collect
We collect personal information you provide directly, including when you:
- Submit an enquiry or contact form on this site
- Book a phone call or video consult
- Download a resource, such as our ATO compliance checklist
- Communicate with us by phone, email, or in person
This may include your name, email address, phone number, business details, and anything else you choose to share with us.
How we use your information
We use the information we collect to:
- Respond to your enquiry and provide the services you've asked about
- Schedule and manage bookings and consultations
- Send you information relevant to services you've engaged us for
- Meet our legal and regulatory obligations as a registered tax practice
Cookies and analytics
We may use tools such as Google Analytics and Meta Pixel to understand how visitors use this site and to improve it over time. These tools may set cookies in your browser. You can disable cookies in your browser settings at any time.
Sharing your information
We don't sell your personal information. We may share it with trusted service providers who help us run the practice - such as our client management and communications platform - solely to deliver our services to you. We may also disclose information where required by law.
Data security
We take reasonable steps to protect your personal information from misuse, loss, and unauthorised access, alteration, or disclosure.
Access and correction
You can ask us for access to, or correction of, the personal information we hold about you at any time by contacting us using the details below.
Contact us
For any privacy questions or concerns, contact [registered practice contact email - Doug to confirm].
Changes to this policy
We may update this policy from time to time. The current version will always be available on this page.