We want all of our new clients to feel confident about the security of their personal documents. The security of your financial information is of great importance to us.
As a bookkeeping company, One StopBookkeeping collects and holds a wide range of sensitive personal and commercial information and from time to time, we may request such information from you. We want to assure you that when we do, it is purely to allow us to provide the best possible service to you as our clients and to ensure that we are complying with our own legal obligations as well.
We know that keeping your sensitive information protected is of great concern, so we’ve put together this policy to outline why you can feel completely at ease with the way your information is collected, stored and used by the team at One Stop Bookkeeping.
What information does One Stop Bookkeeping collect?
We may need access to the following information in the course of working on your finacial records:
• Company & individual names, addresses and contact details
• Employees’ details including date of birth and tax file number
• Financial information including payroll information, bank statements, credit card statements, employee files, superannuation details, wage details, ATO correspondence (BAS, tax returns), lease agreements and cheque books.
These details may be collected directly from you (in person or electronically), or in some cases obtained from a third party with whom you have a trusted business relationship, such as a work colleague.
Of course, you are not obligated to provide all the information requested by One Stop, however we would strongly encourage you to do so because the information will only be requested if it is in your best interest. Wherever possible, we will seek your consent (verbal or written) for the collection and use of your personal information.
Why you can trust One Stop Bookkeeping.
One Stop Bookkeeping has strict measures in place to protect your confidential information while it is in our possession. You can rest assured that your current and archived files will be stored in a secure area of our cloud account set up for your business, is password protected and likewise on back-up systems.
We are required by law to respect the confidentiality of personal information and the privacy of individuals. We will take all reasonable steps to protect against the loss or misuse of personal information under our control – including both physical and electronic security measures to ensure the safety of your personal data.