Privacy Policy

Introduction

Thinkwiser (Tax Agent Number: 25950843 | ABN: 54 630 435 531) is committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains how we collect, use, disclose, and protect your personal information in accordance with the Australian Privacy Act 1988 (Privacy Act) and the General Data Protection Regulation (GDPR) where applicable.

Information We Collect

Personal Information

We may collect the following types of personal information:

• Contact details (name, email address, phone number, postal address)
• Professional information (business name, ABN, industry)
• Financial information (for accounting and tax services)
• Communication records (emails, chat messages, consultation notes)
• Website usage data (through cookies and analytics)

Automatically Collected Information

When you visit our website, we automatically collect:

• IP address and device information
• Browser type and version
• Pages visited and time spent on site
• Referral source
• Cookie data (see Cookie Policy section below)

How We Use Your Information

We use your personal information to:

• Provide accounting, bookkeeping, and tax services
• Respond to your inquiries and provide customer support
• Process consultation bookings and appointments
• Send service-related communications
• Improve our website and services
• Comply with legal and regulatory requirements
• Protect against fraud and unauthorized access

Third-Party Services

We use the following third-party services that may collect or process your data:

• Koalendar: For appointment scheduling and calendar management
• N8N Webhooks: For automated workflows and form processing
• Website Analytics: To understand website usage patterns
• Email Services: For communication and support

These services have their own privacy policies and data handling practices. We encourage you to review their privacy policies.

Cookies and Tracking

We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small text files stored on your device that help us:

• Remember your preferences and settings
• Understand how you use our website
• Improve website performance and functionality
• Provide personalized content and recommendations

You can control cookie settings through your browser preferences. However, disabling cookies may limit some website functionality.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes:

• Secure data transmission (SSL/TLS encryption)
• Access controls and authentication
• Regular security assessments and updates
• Staff training on data protection practices

Your Rights

Under the Australian Privacy Act and GDPR (where applicable), you have the right to:

• Access: Request access to your personal information
• Rectification: Request correction of inaccurate information
• Erasure: Request deletion of your personal information
• Portability: Request transfer of your data to another service
• Restriction: Request limitation of data processing
• Objection: Object to certain types of data processing
• Withdrawal: Withdraw consent for data processing

To exercise these rights, please contact us using the information provided in the Contact section below.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements. Retention periods vary based on the type of information and legal requirements:

• Client records: 7 years (as required by Australian tax law)
• Communication records: 3 years
• Website analytics: 2 years
• Marketing data: Until you opt out or 2 years of inactivity

International Data Transfers

Some of our service providers may be located outside Australia. When we transfer your personal information internationally, we ensure appropriate safeguards are in place to protect your data, including:

• Contractual protections with service providers
• Transfers to countries with adequate data protection laws
• Implementation of appropriate technical and organizational measures

Contact Information

For any questions about this Privacy Policy or to exercise your rights, please contact us:

Complaints

If you believe we have breached your privacy, you can lodge a complaint with us by contacting our Privacy Officer. We will investigate and respond to your complaint within 30 days.

You also have the right to lodge a complaint with the Australian Information Commissioner (www.oaic.gov.au) or, if you are in the EU, with your local data protection authority.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any significant changes by posting the updated Privacy Policy on our website and updating the "Last updated" date.