Privacy Policy

Bookease > Privacy Policy

1. Introduction

At Bookease (“we”, “us”, or “our”), we are committed to protecting your privacy and complying with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Policy outlines how we collect, use, disclose, and protect your personal information.

By using our services or accessing our website at bookease.com.au, you agree to the terms of this Privacy Policy.

2. What Information We Collect

We may collect the following types of personal information:

  • Personal details: Full name, address, email address, phone number.

  • Business information: ABN/ACN, company name, and registered details.

  • Financial information: Tax file numbers (TFN), bank account details, financial statements, income and expense records.

  • Identity documents: Passport, driver’s license, or other verification documents as required.

  • Website usage information: IP address, browser type, time spent on site, cookies, and pages visited.

We only collect personal information that is reasonably necessary to provide our accounting, taxation, and advisory services.

3. How We Collect Personal Information

We collect personal information:

  • Directly from you via our website, email, phone, or in person.

  • From third parties, such as government agencies, financial institutions, or your authorised representatives, where legally permitted.

  • Automatically through cookies and analytics tools when you visit our website.

4. Why We Collect and Use Your Information

We collect and use your personal information to:

  • Provide you with accounting, taxation, and advisory services.

  • Meet legal, regulatory, or professional obligations (e.g., under ATO or ASIC requirements).

  • Verify your identity and comply with anti-money laundering (AML) and know your customer (KYC) obligations.

  • Communicate with you regarding your services or our business.

  • Improve our website, services, and client experience.

We will not use your personal information for direct marketing without your consent.

5. Disclosure of Personal Information

We may disclose your personal information:

  • To government authorities (e.g., ATO, ASIC) as required by law.

  • To third-party service providers (e.g., IT providers, cloud storage, document signing platforms) who support our business operations under confidentiality agreements.

  • To your authorised representatives or legal advisors, with your consent.

  • Where legally compelled by law, court order, or regulatory body.

We will never sell, rent, or trade your personal information to third parties for marketing purposes.

6. Overseas Disclosure

We may store or process your personal information using cloud-based services or software providers located outside Australia. Where this occurs, we take reasonable steps to ensure the overseas service provider complies with the APPs or equivalent privacy laws.

7. Data Security

We take reasonable steps to protect the personal information we hold from misuse, interference, loss, and unauthorised access, modification, or disclosure. These measures include:

  • Secure client portals and encryption protocols.

  • Restricted access to sensitive files and data.

  • Regular security audits and data protection practices.

Despite our best efforts, no method of data transmission or storage is 100% secure. If a data breach occurs, we will act in accordance with the Notifiable Data Breaches (NDB) scheme.

8. Accessing and Correcting Your Information

You may request access to or correction of your personal information at any time by contacting us. We will respond within a reasonable period and may ask you to verify your identity. In some circumstances, we may refuse access as permitted by law, and we will explain why.

9. Cookies and Website Tracking

Our website uses cookies and similar tracking technologies to improve user experience and analyse usage. You can disable cookies via your browser settings, though some features of the site may not function as intended.

10. Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices of those websites. We encourage you to read the privacy policies of any site you visit.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in the law, our business practices, or technology. The updated version will be posted on our website with the revised effective date.

12. Complaints and Contact

If you have a question, concern, or complaint regarding our handling of your personal information, please contact:

Bookease Accountants and Business Advisors, Suite 040, 44 Lakeview Drive, Scoresby VIC 3179.

Email:  info@bookease.com.au
Phone: (+61) 3 87619157

We aim to resolve all complaints promptly. If you’re not satisfied, you may refer the matter to the Office of the Australian Information Commissioner (OAIC) at https://www.oaic.gov.au.

13. Consent

By using our services or providing your personal information to us, you consent to the collection, use, and disclosure of your information in accordance with this Privacy Policy.