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: tel:+61430957171
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, Social media advertisement or Google advertisement
• 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 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.

10. Website enquiries

When a person contacts us through the website, the person may provide information such as a name, email address, telephone number and details of the enquiry.

The current website enquiry form opens the visitor’s email application with an email addressed to admin@digitsbooks.au. The static website itself does not maintain a separate database of website enquiry-form submissions.

Information sent 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.

Contact

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