Contents
AI Policy
How Numberz Insight Pty Ltd uses artificial intelligence responsibly — to assist our registered professionals, never to replace their judgement, and always with your data protected.
Overview
We use artificial intelligence (“AI”) tools to work more efficiently and accurately — but a qualified, registered professional always reviews the work and remains responsible for it. AI assists our team; it does not replace them, and it never makes final decisions about your tax or finances on its own.
This policy explains where and how AI is used across our services, how we protect your information, and the safeguards we keep in place. It complements the Artificial Intelligence section of our Privacy Policy.
1. How We Use AI
We use AI to assist with routine, time-consuming tasks so our team can focus on advice and review. Typical uses include:
- Document handling: Extracting and organising information from documents you upload (such as payment summaries, receipts, and statements).
- Categorisation & summaries: Sorting transactions and preparing draft summaries for our team to check.
- Drafting: Producing first drafts of routine communications and working notes, which our staff then review and finalise.
2. Human Oversight
- A registered professional is always in the loop. AI output is treated as a draft or an aid, never as a final result.
- No autonomous lodgement or advice. AI does not lodge returns with the ATO, provide advice, or make decisions about your affairs without a qualified person reviewing and approving the work.
- Accountability stays with us. Our registered tax agent remains professionally responsible for all work delivered to you.
3. Data Handling
- Secure, Australian-based processing. Underlying processing occurs within secure, access-controlled environments.
- Not used to train public AI models. Your information is explicitly excluded from being used to train public or third-party AI models. It is processed only to perform your service and is not retained by AI providers for their own purposes.
- Same protections as all your data. Information processed with AI is covered by the safeguards in our Privacy Policy and Security standards.
4. Accuracy & Limitations
AI is a powerful aid, but it is not infallible — it can occasionally misread or misinterpret information. That is exactly why human review is built into our process. We do not rely on AI output alone, and we encourage you to review the information you provide and the documents we prepare, and to raise anything that doesn’t look right.
5. Your Choices
You can ask us at any time how AI has been used in relation to your work, or raise any concerns about its use. Whatever tools we use behind the scenes, your service is always overseen by a qualified professional.
6. Governance
We use AI in a way that is consistent with our professional obligations as a registered tax agent, including our duties of confidentiality, competence, and care. We keep our use of AI under ongoing review and update our practices as the technology and the expectations of regulators such as the Tax Practitioners Board (TPB) and the ATO evolve.
Contact Us
If you have any questions about how we use AI, please get in touch:
Truganina VIC 3029
Australia