Privacy Policy

This privacy policy (hereinafter "Privacy Policy") deals with the protection of your privacy while you use our application: "Tax App Australia" & “Tax App”, website: www.taxapp.com.au and/or our accounting firm’s services which is hereinafter referred to as "the Product" and is available at: Google Play Store & Apple App Store, on the internet, through other online and offline channels and our office locations.

The Product is owned and operated by: Tax App Pty Ltd (ACN 662 932 041)

Tax App Pty Ltd is committed to providing quality services to you and this policy outlines our ongoing obligations to you in respect of how we manage your Personal Information.

We have adopted the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act). The NPPs govern the way in which we collect, use, disclose, store, secure and dispose of your Personal Information.

A copy of the Australian Privacy Principles may be obtained from the website of The Office of the Australian Information Commissioner at www.aoic.gov.au

Personal Information is information or an opinion that identifies an individual. Examples of Personal Information we collect include: names, addresses, email addresses, phone, TFNs, date of birth and information that helps in providing you our core services.

This Personal Information is obtained in many ways including interviews (online & offline), ATO, ASIC, correspondence, by telephone, by email, by Facebook, by Whatsapp, by Instagram, by online conference calls, by other similar providers, by our Apps (Google Play Store & Apple App Store) and websites www.taxapp.com.au & www.taxapp.au, from your website, from other publicly available sources, from cookies, and from third parties. We don’t guarantee website links or policy of authorised third parties.

We collect your Personal Information for the primary purpose of providing our services to you, providing information to our clients and marketing. We may also use your Personal Information for secondary purposes closely related to the primary purpose, in circumstances where you would reasonably expect such use or disclosure. You may unsubscribe from our mailing/marketing lists at any time by contacting us in writing.

When we collect Personal Information we will, where appropriate and where possible, explain to you why we are collecting the information and how we plan to use it.

Sensitive information is defined in the Privacy Act to include information or opinion about such things as an individual's racial or ethnic origin, political opinions, membership of a political association, religious or philosophical beliefs, membership of a trade union or other professional body, criminal record or health information.

Sensitive information will be used by us only:

• For the primary purpose for which it was obtained
• For a secondary purpose that is directly related to the primary purpose
• With your consent; or where required or authorised by law.

Where reasonable and practicable to do so, we will collect your Personal Information only from you. However, in some circumstances we may be provided with information by third parties. In such a case we will take reasonable steps to ensure that you are made aware of the information provided to us by the third party.

Your Personal Information is stored in a manner that reasonably protects it from misuse and loss and from unauthorized access, modification or disclosure.

When your Personal Information is no longer needed for the purpose for which it was obtained, we will take reasonable steps to destroy or permanently de-identify your Personal Information. However, most of the Personal Information is or will be stored in client files which will be kept by us for a minimum of 7 years.

We may disclose your personal information to third parties in accordance with this Policy in circumstances where you would reasonably expect us to disclose your information. For example, we may disclose your personal information to: Our directors, employees & contractors, Our appointed Tax Agents, Auditors and other similar third parties. Our files may also be subject to review as part of the quality review program of Chartered Accountants Australia and New Zealand. 

In the course of representing your interests, certain third parties, such as auditors, maintain their own privacy policies. As intermediaries between you and these parties, we assume no responsibility for their privacy protocols. For your assurance, you may request access to their respective privacy policy documents.

We use several cloud-based software who may have servers outside Australia. Our understanding is that these software providers may store your data in servers located in United States and/or European Union. We will take reasonable steps to ensure that data security and appropriate privacy practices are maintained.

How your information is stored

Please note that no systems involving the transmission of information via the internet, or the electronic storage of data, are completely secure. However, we take the protection and storage of Your Personal Information very seriously. We take all reasonable steps to protect Your Personal Information.

We use appropriate physical, digital, managerial and security systems to store Your Personal Information and to protect it against unauthorised access, destruction or disclosure.

Call, Video, and Meeting Recording and Transcription

We may record phone calls, video calls, and in-office meetings to ensure we provide the best possible service to our clients. Additionally, we may use Artificial Intelligence (AI) to transcribe these communications for note-taking purposes. This allows us to respond more quickly, improve the quality of our services, and maintain accurate records.

By engaging with us through phone calls, video calls, or in-office meetings, you consent to the recording and transcription of these communications.

You may access the Personal Information we hold about you and to update and/or correct it, subject to certain exceptions. If you wish to access your Personal Information, please contact us in writing.



Tax App Pty Ltd will not charge any fee for your access request, but may charge an administrative fee for providing a copy of your Personal Information.

In order to protect your Personal Information we may require identification from you before releasing the requested information.

It is an important to us that your Personal Information is up to date. We will take reasonable steps to make sure that your Personal Information is accurate, complete and up-to-date. If you find that the information we have is not up to date or is inaccurate, please advise us as soon as practicable so we can update our records and ensure we can continue to provide quality services to you.

Disclaimer Regarding Security

By continuing to use the Product, You agree to the terms of this Privacy Policy. You acknowledge, agree and accept that no transmission of information or data via the internet is completely secure. You acknowledge, agree and accept that We do not guarantee or warrant the security of any information that You provide to Us, and that You transmit such information at Your own risk.

This Policy may change from time to time and is available on our website.

If you have any queries or complaints about our Privacy Policy please contact us at:

customerservice@taxapp.com.au

+61 02 8074 7774