Privacy Policy

Last Updated: 08/09/2026

BRAE Bookkeeping Services Pty Ltd ABN 71 694 284 770 trading as BRAE Bookkeeping (referred to in this Privacy Policy as "BRAE Bookkeeping", "we", "our" or "us") is committed to protecting the privacy and confidentiality of personal information handled in connection with our bookkeeping and related services.

This Privacy Policy outlines how we collect, hold, use and disclose personal information in accordance with the Privacy Act 1988 (Cth) of Australia and the Australian Privacy Principles (APPs).

Where applicable, BRAE Bookkeeping will take reasonable steps to comply with its obligations under Australian privacy legislation in connection with the collection, handling and storage of personal information.

 

1. What Information We Collect

We may collect personal information including:

  • Name

  • Business name and ABN

  • Email address

  • Telephone number

  • Postal or business address

  • Financial and bookkeeping information

  • Payroll and employee-related information

  • Taxation and activity statement records

  • Banking and transaction information

  • Information provided through phone calls, emails or enquiries

  • Website usage information

Where reasonably necessary to provide our services, we may also collect sensitive or confidential financial information.

 

2. How We Collect Information

We collect personal information when you:

  • Contact us by phone or email

  • Engage us for bookkeeping services

  • Provide records or documents to us

  • Use our website

  • Interact with our advertisements or online services

  • Use accounting or bookkeeping software connected to our services

Information may also be collected from third-party software providers or authorised representatives where permitted.

 

3. Why We Collect Information

We collect and use personal information to:

  • Provide bookkeeping and related services

  • Prepare activity statements and supporting records

  • Process payroll and financial records

  • Communicate with clients

  • Manage client relationships

  • Improve our services and website

  • Comply with legal and regulatory obligations

  • Respond to enquiries

  • Maintain business records

 

4. Website, Cookies and Advertising Services

When you access or interact with our website, certain technical and usage information may be collected automatically, including:

  • IP addresses

  • Browser type

  • Device information

  • Website interaction data

  • Cookies and similar technologies

We may use advertising and analytics services provided by Google and related providers to monitor website performance, measure advertising effectiveness and improve our marketing activities.

Third-party providers such as Google may collect or process website interaction data in accordance with their own privacy policies.

Most web browsers allow users to manage or disable cookies through browser settings. Disabling cookies may affect certain website functionality.

Section 5: Third-Party Software and Service Providers 

We use third-party platforms and software providers to deliver our services, including:

  • Xero

  • Hubdoc

  • Other accounting, payroll or bookkeeping software platforms used in connection with providing our services

  • Electronic signature and document management platforms, including Annature and DocuSign

  • Cloud storage providers

  • Email and communication platforms

  • Payment providers

  • Website hosting providers

Some providers may store or process information using overseas infrastructure or cloud-based systems.

By using our services or providing information to us, you acknowledge that your information may be disclosed to these providers where reasonably necessary for the provision of our services.

5.1 Artificial Intelligence, Technology & Data Processing

BRAE Bookkeeping takes the protection of personal information, commercially sensitive business information and confidential financial records seriously.

BRAE Bookkeeping does not upload, input or otherwise disclose client personal information, payroll information, taxation information, banking information, financial records or other confidential client data to third-party generative artificial intelligence platforms.

Clients acknowledge that certain third-party software providers, accounting platforms, cloud providers or business technology systems used by BRAE Bookkeeping may independently incorporate embedded automated functionality, machine learning or software features outside the direct operational control of BRAE Bookkeeping.

BRAE Bookkeeping may review, amend or update its technology practices and this Privacy Policy from time to time to reflect changes in technology, legal requirements, privacy obligations or business operations.

 

6. Disclosure of Information

We may disclose personal information:

  • To software or cloud service providers

  • To contractors or service providers assisting us

  • Where required by law

  • To government agencies or regulators where legally required

  • With your consent

We do not sell personal information.

 

7. Storage and Security of Information

We take reasonable administrative, technical and organisational measures to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

However, no method of electronic storage or transmission is completely secure and we cannot guarantee absolute security.

 

8. Data Retention

We retain information for as long as reasonably necessary to:

  • provide services;

  • comply with legal obligations;

  • resolve disputes; or

  • enforce agreements.

Information that is no longer required may be securely deleted or destroyed.

 

9. Access and Correction

You may request access to personal information we hold about you or request corrections where information is inaccurate.

Requests can be made using the contact details below.

 

10. Complaints

If you believe we have breached applicable privacy laws, please contact us first so we can attempt to resolve the issue.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).

 

11. Changes to This Policy

We may update this Privacy Policy from time to time. The current version is available on our website.

 

12. Contact Us

BRAE Bookkeeping Services Pty Ltd ABN 71 694 284 770

Email: inquiries@braebookkeeping.com.au

Phone: 0472 615 232

Website: https://braebookkeeping.com.au