Privacy Policy

At Streamlined Accounting, we treat your financial data with the same care we treat our own. This policy outlines how we collect, use, and protect your personal information in accordance with the New Zealand Privacy Act 2020.

1. Information We Collect

To provide tax compliance services, we collect:

• Personal Details: Name, contact information, and IRD numbers.
• Financial Data: Bank transaction feeds, Xero/MYOB data, and expense receipts.
• Entity Details: Company incorporation details and trust deeds.

2. How We Use Your Information

We use your data solely for:

• Preparing and filing tax returns with Inland Revenue (IRD).
• Preparing financial statements.
• Communicating with you regarding tax deadlines and queries.
• Automating transaction coding using our internal software systems.

3. Data Sharing & Third Parties

We do not sell your data. We only share data with trusted third parties required to deliver our service:

• Inland Revenue (IRD): For tax filing purposes.
• Xero / MYOB: To manage your accounting records.
• Cloud Infrastructure: Our secure servers (hosted on Cloudflare and similar providers) store encrypted data.

4. Security

We employ industry-standard security measures, including encryption in transit and at rest, to protect your data. Access to client data is restricted to authorized staff and automated systems required to perform compliance tasks.

5. Your Rights

Under the Privacy Act 2020, you have the right to request access to, or correction of, any personal information we hold about you.

If you wish to exercise these rights, please contact our Privacy Officer at privacy@streamlined.co.nz.