Legal

Privacy Policy

Last updated: June 2025

1. About This Policy

PnL Bookkeeping ("we", "us", "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose and safeguard personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By using our website (pnlbookkeeping.com.au) or engaging our services, you consent to the practices described in this policy.

2. What Information We Collect

We may collect the following types of personal information:

  • Name, email address, phone number and business details you provide via our contact or quote forms.
  • Financial and business records you share with us as part of our bookkeeping, payroll or BAS services.
  • Website usage data (pages visited, time on site, browser type) collected automatically through Google Analytics and similar tools.
  • Communications you send us by email or through the website.

We only collect information that is reasonably necessary for our functions and activities.

3. How We Use Your Information

We use your personal information to:

  • Provide and improve our bookkeeping, payroll, BAS and cashflow services.
  • Respond to enquiries and book consultations.
  • Send service-related communications (invoices, updates, reminders).
  • Meet our legal and regulatory obligations, including ATO reporting requirements.
  • Improve our website and marketing where you have consented.

We will not use your personal information for any purpose that you would not reasonably expect.

4. Disclosure of Your Information

We may disclose your personal information to:

  • Third-party software providers — including Xero, QuickBooks and similar accounting platforms used to deliver our services.
  • Government and regulatory bodies — including the Australian Taxation Office (ATO) where required by law.
  • Professional advisers — such as legal or IT service providers engaged to support our business operations, under confidentiality obligations.

We do not sell, rent or trade your personal information to third parties for marketing purposes.

We do not disclose personal information to overseas recipients unless you have consented or we are required by law to do so.

5. Data Security

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

  • Secure, encrypted storage of client files and records.
  • Password-protected access to accounting software and client portals.
  • Limiting access to personal information to authorised team members only.

If we become aware of a data breach that is likely to result in serious harm, we will notify affected individuals and the Office of the Australian Information Commissioner (OAIC) as required under the Notifiable Data Breaches scheme.

6. Cookies & Website Analytics

Our website uses cookies and third-party analytics tools (including Google Analytics) to understand how visitors use the site. This data is aggregated and anonymised and is not used to identify individuals.

You can disable cookies via your browser settings, though this may affect some website functionality.

7. Access & Correction

You have the right to request access to the personal information we hold about you and to ask us to correct it if it is inaccurate, out of date or incomplete. To make a request, please contact us using the details below.

We will respond to access requests within a reasonable timeframe (generally 30 days). In some circumstances we may be unable to provide access, and we will explain why.

8. Retention of Information

We retain personal information for as long as necessary to fulfil the purpose for which it was collected, or as required by law (for example, ATO record-keeping obligations typically require financial records to be kept for a minimum of five years).

9. Complaints

If you believe we have breached the Australian Privacy Principles or this policy, please contact us in the first instance. We will investigate your complaint and respond within 30 days.

If you are unsatisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC).

10. Changes to This Policy

We may update this Privacy Policy from time to time. The current version will always be available on this page, with the "Last updated" date revised accordingly. Continued use of our website or services after any changes constitutes acceptance of the updated policy.

11. Contact Us

For any privacy-related enquiries or requests, please contact:

View Terms of Service Contact Us