Privacy Policy

Introduction

Pro-Advisor Online (Pro-Advisor Online) respects your privacy and is committed to protecting the personal information we collect in the course of providing bookkeeping, BAS agent and advisory services to our clients.

This policy explains what information we collect, how we use it, how we keep it secure, and your rights under Australian privacy law, including the Privacy Act 1988 (Cth).

Information we collect

We may collect the following types of personal information:

• Contact details such as your name, business name, email address, phone number and postal address.
• Information you provide through our website contact form, chat widget, booking calendar or client portal.
• Financial, accounting, payroll and business records necessary to deliver bookkeeping and BAS services.
• Technical information such as your IP address, browser type and pages visited when you use our website.

How we use your information

We use your personal information to:

• Provide bookkeeping, BAS, payroll, software setup and advisory services.
• Communicate with you about your account, appointments and service delivery.
• Prepare and lodge activity statements and other compliance documents.
• Respond to enquiries received through our website or chat widget.
• Improve our website, services and client experience.
• Comply with legal, regulatory and tax obligations.

Storage and security

We store information using trusted cloud-based accounting, practice-management and communication platforms. Access is limited to authorised staff, and we use appropriate technical and organisational measures to protect your data from unauthorised access, loss, misuse or disclosure.

While we take reasonable steps to protect your information, no internet-based service can be guaranteed to be completely secure.

Sharing your information

We do not sell or rent your personal information. We may share information with:

• Regulators such as the Australian Taxation Office (ATO) and the Tax Practitioners Board (TPB) where required for lodgement, registration or compliance purposes.
• Third-party service providers who assist us in delivering our services.
• Professional advisers, insurers or auditors where reasonably required.

Where we share information with third parties, we take reasonable steps to ensure they handle it in accordance with Australian privacy standards.

Cookies and analytics

Our website may use cookies and similar technologies to improve functionality and understand how visitors use the site. You can adjust your browser settings to refuse cookies; however, some features may not work as intended.

Your rights

You have the right to:

• Request access to the personal information we hold about you.
• Request correction of inaccurate or out-of-date information.
• Request deletion of your personal information where appropriate.
• Complain about how we handle your personal information.

To exercise these rights, please contact us using the details below.

Contact us

If you have any questions about this Privacy Policy or how we handle your information, please get in touch:

• Email: admin@pro-advisor.online
• Phone: 07 4285 9933