Skip to content

Privacy Policy

  • Types of information we collect include:
  • Client or its entity identity and contact details;
  • Financial information;
  • Share portfolio information;
  • Creditor information; and
  • Information as required by QB experts.
  • collects information about your clients in a number of different ways:
    • We collect information from you when you engage our firm so that we may provide you with QuickBooks service information
    • Training
    • Other business services
  • We collect information when you make contact with us to enquire about QB-related queries and services. When you e-mail us:
    • We will use your e-mail address for the purpose for which you provided it and to raise awareness about recent developments that may be of relevance or interest;
    • Your e-mail address will not be added to a commercially available mailing list; and
    • We will not disclose it without your consent.
  • Other personal information collected by us:
    • will be collected by lawful and fair means;
    • will be used for a lawful purpose;
    • will be collected with your consent; and
    • The purpose for collection should be clear and explicit, and
    • We ensure that any information collected is collected in accordance with the National Privacy Principles.
  1., will not sell, exchange, trade or otherwise supply to third parties any personal information obtained from you without your prior consent.
  2., with prior consent, discloses information about you to various organizations and/or parties in order to fulfill our client services. These organizations include for example:
  3. What information can be disclosed to a credit reporting agency?
    • The Privacy Act allows the following information about the applicant/guarantor named in the application (“you”) to be disclosed to a credit reporting agency:
    • Details to identify you – that is, your name, sex, date of birth, current and 2 previous addresses, your current or last known employer, and your driver’s license number;
    • The fact that you have applied for credit and the amount or that we are a current credit provider to you;
    • Advice that payments previously notified as unpaid are no longer overdue;
    • Payments overdue for at least 60 days and for which collection action has started;
    • Checks for more than $100 drawn by you which have been dishonored more than once;
    • In some circumstances, that in our opinion you have committed a serious credit infringement; and
    • The fact that credit provided to you by us has been paid or otherwise discharged.
  4. Exchange of information with a credit reporting agency
    We may obtain information about your credit worthiness or a credit report containing personal or commercial credit information about you from a credit reporting agency or other business that provides it; and exchange the information listed above about you with any credit reporting agency. These exchanges can be made to assess your application for consumer or commercial credit or to be a guarantor for the applicant, or to assess your credit worthiness; if you are in default under a credit agreement, notifying, and exchanging information with, other credit providers and any collection agent of ours; and for the various purposes permitted under the Privacy Act.
  5. What credit related information can be disclosed to other persons?
    • Information, including but not limited to a credit report or any other information having a bearing on your credit worthiness, credit standing, credit history or credit capacity may be exchanged or disclosed to other persons as listed below.
    • We may exchange that information described in the paragraph above about you with all credit providers named in this application or that may be named in credit reports issued by a credit reporting agency, any introducer referred to in the loan application, or any agent of ours assisting in processing the loan application;
    • Give to and receive from a credit provider, a banker’s opinion of the purposes connected with your business, trade or profession;
    • Confirm your client’s employment and income details with any employer, accountant or tax agent named in this application; or
    • Your client’s income received on an investment property with any nominated real estate agent; or
    • Your client’s payment history from the landlord or managing agent nominated

When you’re personal information is no longer used by as set out above, we will destroy or permanently re-identify personal information. Our ability to destroy information is limited by legislative requirement to retain records for a period of time.

  1. intends to protect the quality and integrity of personal information kept about your client. We have implemented appropriate industry-standard techniques, and technological and organizational measures to protect against loss, misuse, and/or alteration of the information under our control.
  • Server Encryption and site monitoring
  • Computer Firewalls & intrusion detection
  • Computer password authentication
  • Offsite data backup
  • Audit trail of access to client data
  • Confidentiality clauses in employment agreements
  • Bound by the Rules of Ethical Conduct of the ICAA and CPA
  • Computer, Internet, and Email Policy
  • Building Security
  • Restricted access to firm premises
  • Unique client identifiers
  • will review security arrangements from time to time as we deem appropriate.

Disclaimer : is a provider of advanced support services related to SAGE accounting software. It also holds a flagship in catering third-party tech support services for accounting software (SAGE) and peripherals. Read More -›



Toll Free: 800-892-1352 user