This Privacy Policy explains how Accounting PRO (“we”, “us”, “our”) collects, uses, stores and protects information when you use our accounting application and related services (the “Service”).

By using the Service, you agree to the practices described in this Privacy Policy.

1. Information we collect

We may collect information that you provide directly to us, information generated through your use of the Service, and information provided by connected services.

1.1 Account information

When you create an account, we may collect:

  • Full name
  • Email address
  • Password and authentication information
  • Phone number, where provided
  • Organisation or business name
  • Organisation address and contact details
  • Account and subscription information
  • User roles and permissions

1.2 Business and accounting information

Because Accounting PRO is an accounting application, you may enter business and financial information, including:

  • Customer and supplier details
  • Contact information
  • Invoices and invoice lines
  • Payments and receipts
  • Tax information
  • Chart of accounts
  • Journal entries
  • Bank transaction information
  • Financial reports
  • Products and services
  • Organisation settings
  • Other information required to operate your accounting records

You remain responsible for ensuring that you have the appropriate authority to enter and manage information belonging to your organisation, customers, suppliers, employees, or other third parties.

1.3 Technical information

When you use the Service, we may automatically collect technical information such as:

  • IP address
  • Browser type and version
  • Device type
  • Operating system
  • Date and time of access
  • Pages or features accessed
  • Application errors and diagnostic information
  • Security and authentication logs

This information may be used to maintain, secure, troubleshoot, and improve the Service.

2. How we use your information

We may use information we collect to:

  • Provide and operate the Accounting PRO Service
  • Create and manage user accounts
  • Manage organisations and user permissions
  • Process accounting and financial information
  • Generate invoices, reports, statements, and other accounting records
  • Provide customer support
  • Process subscriptions and payments
  • Communicate with you about your account or the Service
  • Maintain application security
  • Detect and prevent fraud, abuse, or unauthorised access
  • Diagnose technical problems
  • Improve the functionality and performance of the Service
  • Comply with legal and regulatory obligations
  • Protect our rights, users, and systems

We will not use your accounting data for purposes unrelated to providing, securing, maintaining, or improving the Service unless permitted or required by law or you have otherwise given appropriate consent.

3. Organisation data

Accounting PRO may allow organisations to create accounts and invite multiple users.

Organisation administrators may be able to:

  • Add or remove users
  • Assign roles and permissions
  • View or manage organisation information
  • Control access to accounting features and data

Users should understand that information entered into an organisation account may be accessible to other authorised users of that organisation according to the roles and permissions assigned to them.

4. Financial and accounting data

Accounting data is sensitive business information. We take reasonable measures to protect information stored within the Service.

Depending on the features you use, your accounting information may include financial transactions, invoices, bank information, tax information, customer information, and supplier information.

You are responsible for maintaining appropriate access controls within your organisation and ensuring that users only receive the permissions necessary for their role.

5. Bank and third-party integrations

If you choose to connect Accounting PRO to a bank, payment provider, accounting service, or other third-party service, information may be exchanged between Accounting PRO and that service as necessary to provide the requested functionality.

Third-party services have their own privacy policies and terms. We recommend reviewing those policies before connecting an external account.

We will only request or use information from connected services that is necessary for the functionality you have authorised.

6. Cookies and similar technologies

Accounting PRO may use cookies and similar technologies to:

  • Keep you signed in
  • Maintain security
  • Remember application preferences
  • Maintain session information
  • Understand how the Service is used
  • Improve application performance

You can control cookies through your browser settings. Disabling certain cookies may affect the functionality of the Service.

7. How we share information

We do not sell your personal information.

We may share information where necessary to operate the Service, including with:

  • Cloud hosting and infrastructure providers
  • Database and storage providers
  • Authentication providers
  • Payment and subscription providers
  • Email and communication providers
  • Banking or financial-data providers that you choose to connect
  • Professional advisers or service providers where necessary
  • Government authorities or other parties where required by law

Service providers are expected to handle information in accordance with applicable contractual, legal, and security requirements.

8. Data security

We use reasonable technical and organisational measures designed to protect information against:

  • Unauthorised access
  • Unauthorised disclosure
  • Loss
  • Misuse
  • Alteration
  • Destruction

Security measures may include authentication controls, role-based access controls, encryption, secure connections, access logging, and other appropriate safeguards.

However, no internet-based service can guarantee absolute security. You should also take reasonable steps to protect your account credentials and devices.

9. Data retention

We retain information for as long as reasonably necessary to:

  • Provide the Service
  • Maintain accounting and business records
  • Meet contractual obligations
  • Resolve disputes
  • Maintain security
  • Comply with legal, tax, accounting, or regulatory requirements

When information is no longer required, we may securely delete or anonymise it, subject to applicable legal and regulatory requirements.

10. Your rights

Depending on your location and applicable law, you may have rights regarding your personal information, including the right to:

  • Request access to personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of information where legally permitted
  • Request restriction of certain processing
  • Object to certain uses of your information
  • Request a copy of information in a portable format where applicable
  • Withdraw consent where processing is based on consent

Some requests may be subject to legal, accounting, security, or contractual limitations.

To make a privacy request, please contact us using the contact details provided below.

11. New Zealand privacy

If you are located in New Zealand, we handle personal information in accordance with applicable New Zealand privacy law, including the Privacy Act 2020 and the Information Privacy Principles, as applicable to our activities.

You may contact us if you have questions or concerns about how your personal information is handled.

If you are not satisfied with our response to a privacy concern, you may have the right to contact the Office of the Privacy Commissioner.

12. Children's privacy

Accounting PRO is intended for businesses and individuals who are legally able to use the Service.

We do not knowingly collect personal information from children where such collection is prohibited by applicable law.

13. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to the Service, our business practices, technology, or legal requirements.

When we make material changes, we may provide notice through the Service or by other appropriate means.

The “Last updated” date at the beginning of this Privacy Policy indicates when the policy was most recently updated.

14. Contact us

If you have questions about this Privacy Policy, your personal information, or our privacy practices, please contact us:

Important notice

This Privacy Policy is a general template for Accounting PRO and should be reviewed and adapted to your actual data-processing practices, hosting providers, authentication services, payment providers, banking integrations, analytics, cookies, data retention periods, and business structure before publication.