Privacy Policy

 1. Who we are

Books by Auri Pty Ltd (ABN 40 696 974 295) is a registered BAS Agent based in Perth, Western Australia. Our Company BAS Agent number is 26362419.

We are committed to protecting your privacy under the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). As a registered BAS Agent, we also follow the confidentiality and ethical requirements of the Tax Agent Services Act 2009 and the Tax Practitioners Board (TPB) Code of Professional Conduct.

In this policy, "we", "us" and "our" mean Books by Auri Pty Ltd.

2. What information we collect

We collect the personal and business information we need to provide our services. This may include:

• Your name and contact details (email, phone number, address)
• Business details, such as your business name, ABN, entity type, GST and PAYG registration, and the software you use
• Financial information needed for bookkeeping, BAS, IAS and payroll services, including bank transactions, invoices, receipts and reports
• Payroll information about your employees, such as pay rates, hours, tax file number declarations and superannuation details, where we provide payroll services
• Billing details needed to process payment for our services (handled by our payment providers, see section 8)
• Notes and records of meetings and calls with you
• Any other information you give us through our website, forms, email, phone or meetings

We only collect tax file numbers where the law permits and handle them in line with the Privacy (Tax File Number) Rule 2015.

3. How we collect information

We collect personal information:

• Directly from you, through our enquiry form, email, phone, video calls or meetings
• Through our website and online booking tools
• Through accounting and business software you give us access to, such as Xero, including read-only access you grant us so we can prepare a quote
• From third parties you authorise, such as your accountant, a referrer, the ATO or your bank feeds

With your consent, we may record or transcribe video calls to create accurate meeting notes. You can ask us not to do this at any time.

4. How we use your information

We use your information to:

• Provide bookkeeping, BAS, IAS, payroll and related services
• Prepare quotes and proposals, and onboard you as a client
• Communicate with you about your accounts and our services
• Bill you for our services
• Maintain accurate business records
• Meet our obligations under the Tax Agent Services Act 2009, the TPB Code of Professional Conduct and ATO requirements
• Improve how we deliver our services

We will never sell, rent or trade your information.

5. Who we share your information with

We only share your information where it's needed to deliver our services, where you've agreed, or where the law requires it. This may include:

• The ATO, the TPB or other regulators, when required by law
• Team members and contractors who help deliver our services, all bound by confidentiality and data security agreements and working under our supervision
• Your accountant, tax agent or other advisers, when you ask us to
• Software and service providers we use to run our practice, such as:
  • Accounting software (e.g. Xero)
  • Receipt and bill capture (e.g. Dext)
  • Data quality and compliance checking tools (e.g. XBert)
  • Practice management and CRM (e.g. HubSpot, Karbon)
  • Email, file storage and video calls (e.g. Google Workspace)
  • Proposals and payments (e.g. Ignition, GoCardless)
  • AI tools (see section 7)

We choose providers with recognised security practices and give them access only to what they need.

6. Overseas disclosure

Some of your information may be stored or accessed outside Australia. This happens when:

• Our software providers store data on servers overseas, including in the United States and the United Kingdom
• Members of our team who help deliver our services work from overseas, including the Philippines

Before we disclose information overseas, we take reasonable steps to make sure the recipient protects it in a way consistent with the APPs. Our team members work under written confidentiality agreements, secure access controls and our direct supervision.

Where our services involve offshore team members, we tell you in our engagement terms and ask for your consent, as required by the TPB.

7. Use of AI tools

We use AI assistants, such as Claude by Anthropic, to help with administrative work like drafting emails, summarising meeting notes and organising tasks. These tools may access information in our email, files and business software to do that work.

When we use AI tools:

• We use settings that stop our data from being used to train AI models
• A qualified person reviews all work before it's used or sent
• AI tools don't make decisions about your BAS, tax obligations or lodgements
• Access is limited to our own accounts and the permissions we already hold

If you'd prefer we don't use AI tools with your information, let us know.

8. Data storage, security and retention

Your information is stored in secure cloud platforms. We protect it with measures including:

• Two-factor authentication on our business accounts
• Access limited to the people and tools that need it
• Read-only access to your software wherever full access isn't needed
• Confidentiality agreements with everyone on our team

Payments are processed by our payment providers (such as GoCardless and Ignition). We don't store your full card or bank account details ourselves.

We keep client records for at least five years, as required by law. After that, we securely delete or de-identify information we no longer need.

If a data breach is likely to cause you serious harm, we will tell you, and the Office of the Australian Information Commissioner (OAIC) where required.

9. Access and corrections

You can ask for access to the personal information we hold about you at any time. If it's inaccurate or out of date, we'll take reasonable steps to correct it. We'll respond within 30 days.

To make a request, email hello@booksbyauri.com.au.

10. Marketing

We may send you updates, newsletters or information about our services. You can unsubscribe at any time using the link in our emails or by contacting us.

11. Website and cookies

Our website may collect limited data through cookies and analytics to improve how it works. You can turn off cookies in your browser settings.

12. Questions or complaints

If you have a concern about how we handle your privacy, please contact us first at hello@booksbyauri.com.au. We'll respond within 30 days.

If you're not satisfied with our response, you can contact the Office of the Australian Information Commissioner at www.oaic.gov.au or on 1300 363 992. Complaints about our conduct as a BAS Agent can also be made to the Tax Practitioners Board at www.tpb.gov.au.

13. Policy updates

We may update this policy from time to time. The latest version is always on our website.

Last updated: October 2026