Privacy Policy

Balanceable ("we", "our", "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose and store your information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

1. What Information We Collect

We may collect personal information including:

  • Name, business name and contact details (email, phone number, address)
  • Financial and business information required to provide bookkeeping services
  • Information provided through our contact forms or client onboarding
  • Identity verification documents (such as a driver’s licence or passport) where required for compliance, fraud prevention or authority verification
  • Website usage data (such as IP address and browser type)

2. How We Collect Information

We collect information directly from you when you:

  • Submit a contact form
  • Engage us for bookkeeping services
  • Communicate with us by email or phone
  • Use our website

3. Why We Collect Your Information

We collect and use your information to:

  • Provide bookkeeping and related services
  • Communicate with you about your account or enquiries
  • Comply with legal and regulatory obligations
  • Verify your identity and authority to act for a business or entity, and to help prevent fraud
  • Improve our website and services

4. Disclosure of Information

We may disclose your information to:

  • Software and service providers that need access to relevant records, documents or accounts to deliver our services
  • Form, communication, automation and AI providers used to handle enquiries and records, with your authorisation where required
  • Professional advisers (e.g. accountants or legal advisers)
  • Government authorities where required by law
  • Providers that process or store information overseas

We do not sell your personal information.

5. Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification or disclosure. This includes the use of secure cloud-based systems and password-protected access.

6. Access and Correction

You may request access to the personal information we hold about you and request corrections if it is inaccurate. Please contact us using the form on our contact page.

7. Cookies and Website Analytics

Our website may use cookies and analytics tools to improve user experience and understand website traffic. You can disable cookies through your browser settings.

8. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.

9. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us through our contact page.

Last updated: 15 October 2026