This privacy policy indicates how Prism Accounting & Bookkeeping Services maintains the personal information of any individual or corporation who is associated with the business, including both clients and potential clients. Prism Accounting & Bookkeeping Services acknowledges the importance of keeping personal information private and secure, as per requirements under the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth).

In order to provide the highest level of service, we will require various pieces of your personal information, such as:

-            Your name and date of birth

-            Your contact details (address, phone number, email address)

-            Your Tax File Number

-            Details regarding your relationship status and/or family (spouse, children etc.)

-            Financial details such as bank accounts, shareholdings etc.

We will ask you to provide these details directly to us via phone, email, written correspondence, face to face or contact us via our website. All information is stored electronically with strict security measures such as passwords and two-factor authentication.

In the course of delivering our services to you, we may provide your personal details to the Australian Taxation Office. We will not provide your personal information to any other organisations unless you have given consent for us to do so or it is required by law.

Periodically we will ask you to confirm that your details are up to date. Furthermore, if you have made any changes to your personal information such as a new phone number, or address, please reach out to us so that we can update our records and continue to provide quality services to you.

If you cease to be associated with Prism Accounting & Bookkeeping Services, your personal information contained in client files will be kept by us for a minimum of 7 years for record keeping purposes.

Please contact us if you would like to access your personal information held by Prism Accounting & Bookkeeping Services (we will require identification from you before releasing the requested information) or have any concerns over the way in which we are holding your personal information.