Introduction

Bookeeper (“we”, “us”, “our”) is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Privacy Policy explains:
  • What information we collect
  • How we collect it
  • How we use and store your information
  • Your rights
  • How to contact us

By using our website or services, you agree to this Privacy Policy.

2. Information We Collect

We may collect the following types of personal information:

2.1 Personal details
  • Name
  • Email address
  • Phone number
  • Business name
  • Job title or role
2.2 Financial information

Provided voluntarily for bookkeeping purposes, such as:

  • Bank statements
  • Receipts
  • Invoices
  • Supplier/customer details
  • Accounting file access
  • Financial reports
2.3 Website data
  • IP address
  • Browser type
  • Pages visited
  • Cookies
  • Basic analytics
2.4 Payment information

Payments are processed through Stripe.
Bookeeper does not store credit card details.

3. How We Collect Information

We collect information in the following ways:

  • Directly from you (via forms, calls, onboarding, email)
  • Through our website contact form
  • Through cloud accounting platforms (e.g., Xero)
  • Through document upload tools (e.g., Hubdoc, Google Drive)
  • Automatically via website cookies and analytics tools

4. Why We Collect Your Information (Use & Purpose)

We collect personal information for:

  • Providing bookkeeping services
  • Setting up your bookkeeping systems
  • Reconciling accounts
  • Preparing monthly financial reports
  • Communicating with you about your file
  • Billing and subscription management
  • Improving our website and user experience
  • Compliance with Australian law

We do not use your information for marketing unless you opt-in.

5. How We Store Your Information

We store information securely using trusted cloud platforms, including:

  • Xero
  • Hubdoc
  • Google Workspace
  • Stripe
  • Secure internal systems

All systems use encryption, password protection, and industry-standard security.

We do not store:

  • Your credit card information
  • Your tax file number (TFN) unless included in your documents

We take reasonable steps to protect your data from unauthorised access, modification, or disclosure.

6. Disclosure of Information

We only share your information with:

  • Your nominated accountant or BAS agent
  • Our partnered BAS lodgement firm (if you choose this service)
  • Technology providers (Xero, Hubdoc, Stripe, Google Workspace)
  • Legal/regulatory authorities if required by law

We do not:

  • Sell your information
  • Share your data with marketers
  • Disclosure your information without permission

7. Overseas Disclosure

Some of our software providers store data on servers located outside Australia (e.g., USA, EU).

We only use reputable providers with strong privacy and security standards.

8. Cookies & Website Tracking

Our website may use:

  • Cookies
  • Google Analytics
  • Basic session tracking
  • Meta/Facebook pixel (if enabled later)

These tools help us understand website activity and improve user experience.

You can disable cookies in your browser settings.

9. Access & Correction

You may request:

  • A copy of your personal information
  • Correction of inaccurate or outdated information
  • Deletion of non-essential data

Requests can be made by emailing: admin@Bookeeper .com.au

10. Data Retention

We retain bookkeeping records for at least five (5) years, in line with ATO requirements.

After this period, files may be securely deleted.

11. Complaints

If you believe we have breached your privacy:

Email: admin@Bookeeper .com.au

We will respond within 7 business days.