Numberz Insight — Accounting & Tax
Last updated: February 10, 2026

Privacy Policy

Your privacy is paramount. This policy outlines how Numberz protects your personal and financial data in accordance with Australian law.

Introduction

Important Notice: This Privacy Policy explains how Numberz collects, uses, shares, and protects your information. By using our services, you consent to the data practices described in this policy.

Your privacy is important to us. This Privacy Policy explains how Numberz Pty Ltd ("we", "our", or "us") collects, uses, discloses, and safeguards your information when you use our website, services, and applications (collectively, the "Services").

We are committed to ensuring the privacy and security of your personal information. This policy has been developed in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) and other applicable Australian privacy laws.

Information We Collect

To provide our financial products and services effectively, we must collect specific information about you and your business. The scope of information we collect depends on your interaction with Numbers.

Personal & Identifying Information

  • Full name, date of birth, and primary contact details (email address, phone number).
  • Tax File Number (TFN) and Australian Business Number (ABN).
  • Employment information, income details, and business structure details.
  • Identification documents required for KYC/AML compliance (e.g., driver's license, passport).

Financial Information

  • Bank account details, BSB numbers, and recent transaction history.
  • Financial statements, historical accounting records, and forecasting data.
  • Historical tax returns, lodgements, and ATO correspondence documentation.

Technical & Usage Information

  • IP address, unique device identifiers, browser type, and operating system properties.
  • Login timestamps, session durations, and general interaction metrics within our portal.
  • Pages visited and specific features utilized within our Services.

How We Use Your Information

Your data is treated with the utmost respect and is used exclusively for the following operational and legal purposes:

  • Core Financial Services: Providing virtual CFO accounting services, processing tax returns, and managing your secure client environment.
  • Service Improvement: Analyzing usage patterns and troubleshooting technical issues.
  • Communications: Sending critical service updates and providing direct customer support.
  • Legal & Security: Complying strictly with ATO obligations and preventing fraudulent activity.

Information Disclosure

Numberz does not, and will never, sell your personal or financial data to third parties.

We may share your information with trusted third parties strictly under the following limited circumstances:

  • Essential Service Providers: We engage highly vetted providers for secure cloud hosting, encrypted data storage, and integrated software services (like Xero). They are legally bound by strict Data Processing Agreements.
  • Mandatory Legal Requirements: We may disclose information directly to the ATO, ASIC, or other relevant government bodies if required by law, subpoena, or valid court order.

Data Security Framework

We employ enterprise-grade, defense-in-depth security strategies to proactively protect your data against unauthorized access, alteration, disclosure, or destruction. We view security as a continuous process.

  • Advanced Encryption: AES-256 encryption at rest and TLS 1.3 encryption in transit across all active connections.
  • Access Control: Strict Request-Based Access Control (RBAC) ensures only expressly authorized personnel access sensitive data.
  • Secure Infrastructure: Hosted exclusively on ISO 27001 certified AWS sovereign data centers located within Sydney, Australia.

Cookies Policy

Numberz utilizes cookies and similar tracking technologies to enhance your browsing experience, secure your active sessions, and provide anonymized performance insights. For a detailed breakdown of the specific cookies we use and how to opt-out, please see our dedicated Cookie Policy.

Data Retention Standards

We retain personal identifying information exclusively for administrative purposes and for as long as functionally or legally necessary. Once this timeframe expires, data is securely wiped using cryptographic deletion methods.

  • Statutory Financial Records: Must be retained for a mandatory minimum of 7 years, exactly as stipulated by the Australian Taxation Office (ATO).
  • Active Account Information: Retained securely for the absolute duration of your commercial relationship with Numberz.

International Data Transfers

Numberz is proudly headquartered in Australia. While our primary infrastructure operates on sovereign Australian soil, certain highly specific third-party service providers (such as global email routing networks) may temporarily process data in international locations. We categorically ensure that any such transfer is explicitly subject to appropriate, legally-binding safeguards.

Your Legal Rights

You remain in absolute control of your data. Under the Australian Privacy Principles, you explicitly possess the right to:

  • Request transparent access to the personal information we hold about you.
  • Demand immediate correction of any inaccurate, out-of-date, or misleading data.
  • Request the deletion of your account (subject to superseding legal retention obligations).
  • Opt-out entirely of all non-essential marketing / promotional communications.

Artificial Intelligence & Automation

AI-Powered Efficiency: Numberz incorporates cutting-edge Large Language Models to drastically streamline financial communications and document extraction. All underlying AI processing occurs exclusively within siloed, Australian data centers.

When utilizing our AI-assisted features, we technically process contextual message content. Crucially, this contextual data is explicitly exempted from being used to permanently train public AI models. The data is processed ephemerally and discarded.

Contact Us

If you have questions, detailed inquiries, or wish to make a formal complaint regarding this privacy policy, please contact our dedicated Privacy Officer:

Numberz Pty LtdOffice of the Privacy Officer
Unit 41/2 Fastline Rd
Truganina, VIC 3029
Australia

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