Privacy Policy

1. Who We Are

FlexiBooks (ABN: [placeholder]) operates flexi-books.com.au and provides professional bookkeeping, BAS lodgement, tax return preparation, and payroll services for Australian businesses. We are located in Sydney, NSW, and are committed to delivering exceptional service while protecting your privacy.

2. Information We Collect

We collect and process the following categories of information:

• • Personal details: Your name, email address, phone number, and business contact information
• • Business information: Company name, ABN, ACN, business structure, and industry details
• • Financial records: Income statements, expense records, bank statements, and other financial data you share with us for bookkeeping purposes
• • Payment information: Payment card or bank details (processed securely via third-party payment providers)
• • Website usage data: IP address, device type, browser information, pages visited, and time spent on site
• • Cookies: Non-sensitive preference and functionality cookies

3. How We Use Your Information

We use your information for the following purposes:

• • Provide bookkeeping, BAS lodgement, tax return preparation, and payroll services
• • Process lodgements on your behalf with the ATO and other relevant authorities
• • Communicate about your account, services, and billing
• • Send service updates, reminders, and relevant tax information
• • Improve our services and user experience
• • Comply with Australian legal obligations including the Tax Agent Services Act 2009

4. How We Protect Your Information

Your privacy and security are paramount. We implement the following measures:

• • Encryption: All data is encrypted in transit (SSL/TLS) and at rest
• • Australian hosting: Data is stored with Australian-based cloud providers where possible
• • Access controls: Access to your information is restricted to authorised FlexiBooks staff only
• • Regular security reviews: We conduct ongoing security assessments and updates
• • Secure portals: We provide secure document sharing portals for sensitive information

5. Sharing Your Information

We do not sell or trade your personal information. We may share your information with the following parties:

• • Australian Taxation Office (ATO): As authorised by you for lodgement of tax returns, BAS, and payroll information
• • Accounting software providers: Xero, MYOB, QuickBooks, and similar platforms used to deliver our services
• • Payment processors: Secure third-party providers for processing payments
• • Professional advisors: Accountants, lawyers, or tax advisors assisting with your services (if required)
• • Government authorities: If legally required under Australian law or court order

All third parties are bound by strict confidentiality obligations.

7. Cookies & Analytics

We use cookies and analytics to improve your experience and understand how our website is used:

• • Preference cookies: Store your language and display preferences
• • Analytics: We use Google Analytics to measure traffic and user behaviour
• • Marketing measurement: Track the effectiveness of our marketing campaigns

You can manage cookies in your browser settings or opt out of analytics at any time.

8. Your Rights

Under the Australian Privacy Principles, you have the following rights:

• • Access: Request and view the personal information we hold about you
• • Correction: Request that we update or correct inaccurate information
• • Deletion: Request deletion of your personal information (subject to legal retention requirements)
• • Marketing opt-out: Opt out of marketing communications at any time
• • Complaint: Lodge a privacy complaint with the Office of the Australian Information Commissioner (OAIC)

To exercise any of these rights, contact us using the details in Section 11.

9. Marketing

We only send marketing communications with your consent. Every email we send includes an unsubscribe option. You can opt out of all marketing at any time by:

• • Clicking the unsubscribe link in any marketing email
• • Emailing office@flexi-books.com.au with your request

10. Changes to This Policy

We may update this privacy policy from time to time. Significant changes will be communicated to you via email or a prominent notice on our website. Your continued use of our services indicates your acceptance of the updated policy. We recommend reviewing this policy periodically for any changes.