Privacy Policy

1. About this Privacy Policy

Thinkwise Group Pty Ltd trading as Digits Books and Tax Solutions respects the privacy of clients, prospective clients, website visitors and other individuals whose personal information we handle.

This Privacy Policy explains how we collect, hold, use, disclose, protect and provide access to personal information.

We aim to manage personal information in accordance with applicable Australian privacy requirements, including the Privacy Act 1988 (Cth), the Australian Privacy Principles and requirements applying to Tax File Number information.

2. Who we are

Digits Books and Tax Solutions is the accounting and taxation trading brand of Thinkwise Group Pty Ltd.

Our contact details are:

Thinkwise Group Pty Ltd
Trading as Digits Books and Tax Solutions
Suite 3, 10A Boolwey Street
Bowral NSW 2576
Australia

Telephone: 0430 957 171
Email: admin@digitsbooks.au

3. Personal information we may collect

The types of personal information we collect depend on the services requested and the individual’s relationship with our practice.

Information we may collect includes:

• Names and contact details
• Residential, postal and business addresses
• Email addresses and telephone numbers
• Australian Business Numbers and business registration details
• Tax File Numbers, where collection is permitted and required
• Taxation records and income information
• Accounting and bookkeeping records
• Bank account and transaction information
• Payroll, employment and superannuation information
• Details of assets, liabilities, investments and expenses
• Identity documents where reasonably required
• Information about spouses, dependants, employees, contractors, business associates or authorised representatives where relevant
• Correspondence, instructions and records relating to the services we provide
• Website enquiry and consultation information

4. Tax File Number information

We may collect and handle Tax File Number information where this is authorised or required for the accounting and taxation services we provide.

Tax File Number information is used and disclosed only for authorised purposes, including assisting clients with taxation, superannuation or other lawful financial matters.

We take reasonable steps to protect Tax File Number information from misuse, interference, loss and unauthorised access, modification or disclosure.

5. How we collect personal information

We generally collect personal information directly from the individual or an authorised representative.

We may collect information through:

• Meetings, telephone calls and consultations
• Email, postal and electronic correspondence
• Website enquiries, and enquiries arising from social media or Google advertising
• Engagement, onboarding and authority forms
• Accounting, payroll and cloud software
• Documents and financial records provided to us
• Government agencies where access is authorised
• Banks, superannuation funds and other institutions where access or disclosure is authorised
• Accountants, bookkeepers, advisers and other professional service providers acting with the client’s authority
• Publicly available sources and registers where appropriate

Where reasonable and practicable, we collect personal information directly from the person concerned. If information is provided about another person, the person providing it should have authority to do so and should make that person aware of this Privacy Policy where appropriate.

6. Why we collect and use personal information

We collect, hold and use personal information where reasonably necessary for our business activities and the professional services requested by clients.

These purposes may include:

• Providing accounting, taxation and bookkeeping services
• Preparing and lodging tax returns and other approved forms
• Preparing and lodging Business Activity Statements and Instalment Activity Statements
• Providing payroll and Single Touch Payroll support
• Preparing financial statements, reports and reconciliations
• Providing business advisory and cloud accounting assistance
• Verifying identity and authority
• Communicating with clients and authorised representatives
• Managing client engagements and professional relationships
• Processing invoices and payments
• Responding to enquiries and consultation requests
• Maintaining records relating to the services provided
• Managing risk, security and quality-control requirements
• Meeting legal, professional, regulatory and reporting obligations
• Improving our systems, processes and client services

7. Disclosure of personal information

We may disclose personal information where reasonably necessary to provide our services, comply with the law or act on a client’s authority.

Depending on the circumstances, recipients may include:

• The Australian Taxation Office
• The Australian Securities and Investments Commission
• Other government departments, regulators and statutory bodies
• Banks, financial institutions and superannuation funds
• Accounting, taxation, payroll and cloud-software providers
• Secure document-storage and information-technology providers
• Accountants, lawyers, auditors, financial advisers and other professional advisers
• Contractors and service providers assisting our practice
• Parties authorised by the client or required by law

We do not sell personal information.

8. Cloud services and overseas disclosure

We use electronic systems and cloud-based services to assist with accounting, taxation, payroll, communication, email marketing, online forms, payments and document-management activities.

Some technology or cloud-service providers may store or process information outside Australia. The countries involved may depend on the provider and the configuration of the service being used.

Where overseas processing or storage applies, we take reasonable steps appropriate to the circumstances to protect the information and manage our privacy obligations.

9. Storage and security

Personal information may be held electronically, in cloud-based systems or, where necessary, in physical records.

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification and disclosure. Measures used may include:

• Password-protected systems
• Access restrictions
• Multi-factor authentication where available
• Secure document-sharing processes
• Software and system updates
• Data backup and recovery processes
• Confidentiality and professional obligations
• Secure disposal or de-identification when information is no longer required, subject to applicable retention obligations

No internet transmission or electronic storage system can be guaranteed to be completely secure. Clients should avoid sending sensitive information through unsecured channels where a secure document option has been provided.

If a data breach occurs that is likely to result in serious harm, we will notify affected individuals and the Office of the Australian Information Commissioner as required by law.

10. Website enquiries, sign-ups and purchases

When a person contacts us through the website, the person may provide information such as a name, email address, telephone number, the services of interest and details of the enquiry. The enquiry form sends this information to our practice so that we can respond.

If you tick the marketing consent box on the enquiry form, or sign up to receive one of our free checklists or guides, we may add your name and email address to our mailing list and send you tax updates, business tips, reminders, newsletters and promotional communications. You can unsubscribe at any time using the link in our emails or by contacting us. Our email and sign-up forms are provided by Brevo, an email service provider.

Engagement letters are completed through an online form provided by Microsoft Forms. Purchases of our toolkits are processed through a hosted checkout provided by Square, and we do not store your card details.

Information sent to us by email will be handled as correspondence received by our practice.

11. Cookies and website information

Our website or hosting environment may use cookies and similar technologies required for functionality, performance, security or analytics.

Our website uses Google Tag Manager, which may load analytics and advertising measurement tags, such as Google Ads conversion tracking and the Meta (Facebook) pixel. These tools may use cookies or similar technologies to understand how visitors use our website, to measure how our Google and Facebook advertising performs, and to show our advertising to relevant audiences. Their providers, including Google and Meta, may process this information outside Australia and may use it in accordance with their own privacy policies. You can manage cookies through your browser settings and adjust your advertising preferences in your Google and Facebook account settings.

12. Access and correction

You may ask to access or correct the personal information we hold about you by contacting us at admin@digitsbooks.au. We may need to verify your identity before responding. We will respond within a reasonable time and, if we are unable to provide access or make a correction, we will explain why where required.

13. Complaints

If you have a concern about how we have handled personal information, please contact us. We will investigate and respond within a reasonable time. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner at oaic.gov.au or on 1300 363 992.

14. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. The current version is always available on this page, and the date it was last updated is shown at the top.

Contact

Privacy enquiries can be sent to admin@digitsbooks.au.