Content for Each Policy
1. Privacy Policy
Last Updated: February 21, 2025
At [Your Bookkeeping Business Name], we prioritise your privacy and comply with the Australian Privacy Act 1988and the Australian Privacy Principles (APPs). This policy outlines how we handle your personal information.
- Information Collected: We gather personal details (e.g., name, email, phone number) and financial data (e.g., bank statements, invoices) essential for delivering bookkeeping services.
- Collection Methods: Data is collected directly from you through email, secure online forms, or cloud accounting platforms such as Xero or MYOB.
- Usage: Your information is used to process transactions, lodge Business Activity Statements (BAS) with the Australian Taxation Office (ATO), produce financial reports, and communicate with you.
- Disclosure: We only share your data with third parties when legally required or with your explicit consent (e.g., to accountants or software providers).
- Storage and Protection: Your data is stored on encrypted servers located in Australia, secured with multi-factor authentication.
- Your Rights: You may request access to, correction of, or deletion of your data by emailing [email@example.com].
- Complaints: If you have concerns, contact us first. Unresolved issues can be escalated to the Office of the Australian Information Commissioner (OAIC).
For further information, reach out to us at [email@example.com].
2. Terms of Service
Effective Date: February 21, 2025
Welcome to [Your Bookkeeping Business Name]. By using our online bookkeeping services, you agree to the following Terms of Service.
- Services Provided: We offer bookkeeping, BAS preparation, payroll management, and financial reporting as specified in your chosen service package.
- Payment Terms: Invoices are due within 7 days via bank transfer or credit card. Late payments attract a 5% weekly fee.
- Client Obligations: You are responsible for providing accurate and timely financial information. Delays or inaccuracies may impact service delivery.
- Liability: We are not responsible for losses caused by incorrect data you supply or failures in third-party software.
- Termination: Either party may end the agreement with 30 days’ written notice. All outstanding fees must be settled upon termination.
- Governing Law: These terms are governed by the laws of New South Wales, Australia.
3. Refund and Cancellation Policy
Effective Date: February 21, 2025
- Cancellations: You may cancel services by providing 30 days’ written notice. Cancellations within 7 days of the next billing cycle are ineligible for refunds.
- Refunds: Refunds are issued only if we fail to deliver agreed services. Refund requests must be submitted within 14 days of the relevant service period.
- Pro-Rata Adjustments: Partial refunds may be offered at our discretion if services are incomplete.
4. Data Security Policy
Last Updated: February 21, 2025
We are committed to safeguarding your data with robust security measures:
- Encryption: All data is protected using AES-256 encryption, both in transit and at rest.
- Backups: Daily backups are securely stored on Australian servers.
- Access Restrictions: Only authorised staff can access client data, protected by multi-factor authentication.
- Software Standards: We utilise trusted platforms like Xero and MYOB, which meet Australian data protection requirements.
- Breach Protocol: If a data breach occurs, we will notify affected clients within 72 hours and take swift corrective action.
5. Service Level Agreement (SLA)
Effective Date: February 21, 2025
Our SLA guarantees reliable and timely bookkeeping services:
- Response Time: We reply to inquiries within 24 business hours.
- Deliverables: Monthly account reconciliations and reports are delivered by the 10th of each month.
- BAS Submission: BAS is lodged by the ATO deadline, provided all required data is received at least 7 days prior.
- System Availability: Our online portals maintain 99.9% uptime, excluding planned maintenance.
- Compensation: If we miss deadlines due to our fault, you’ll receive a 10% discount on your next invoice.
6. Dispute Resolution Policy
Effective Date: February 21, 2025
Should a dispute arise, we follow this process:
- Step 1: Informal Resolution: Contact us at [email@example.com] to address the issue directly.
- Step 2: Mediation: If unresolved, we’ll engage a mutually agreed-upon mediator.
- Step 3: Arbitration: If mediation fails, the matter will proceed to arbitration under New South Wales law.
Our goal is to resolve disputes quickly and fairly.