Privacy Policy

Cansofact Limited (December 2024)

At Cansofact, safeguarding your information is our priority. We conduct our business to earn and maintain your trust. This Privacy Policy outlines the information we collect about you or your business, how we use and disclose that information, and the measures we take to protect it. It also details our general practices concerning data collected through

Our online and software bookkeeping, payroll and tax preparation products and services
Our website
Our mobile applications that reference this Privacy Policy

If you have any questions regarding this Privacy Policy, please contact us.

Scope of This Privacy Policy

This policy applies to personal and business information we collect when providing tax preparation and other services to current and former clients of Cansofact Limited. We are dedicated to protecting your privacy and explain here how your personal information is treated when you access and interact with our website. Please note that our website privacy policy may change periodically.

Collection and Use of Information

We may collect personal information directly from you or through your use of our services. We only gather personal information that is reasonably necessary for, or directly related to, our functions or activities.

Sensitive Information

Sensitive information includes details about an individual racial or ethnic origin, political opinions, religious beliefs, membership in associations, sexual preferences, criminal record, or health information. While we do not require you to disclose sensitive information, if you choose to provide it, we will capture and store it securely. This information is handled with the highest level of care and security, in compliance with the Australian Privacy Principles.

Information from Third Parties

Our website may contain links to third-party providers of goods and services. If you access these Third Party Websites through our site and they collect information about you, we may also collect or have access to that information as part of our arrangements with those third parties. When you access a Third Party Website from our site, information such as cookie data, your preferences, or other details you have provided may be
shared between us and the third party.

Information We Collect

We gather various types of information, including personal details about you, your spouse, dependents, business, and other individuals including employees during your use of our services. This information encompasses, but is not limited to:

Categories of Personal Information	Description
Audit & Assurance	We provide independent Audit & Assurance services that strengthen financial transparency, governance, and stakeholder confidence. Our risk-based approach aligns with Australian Auditing Standards and evolving regulatory expectations.
Accounting, Bookkeeping & Payroll Services	Support is provided across payroll, core accounting and book keeping functions to ensure accuracy, compliance, and clarity. Services focus on maintaining reliable books, strengthening reporting processes, and meeting AASB requirements.
Tax Advisory & Compliance	Tax advisory and compliance services are delivered to support regulatory compliance while aligning tax outcomes with commercial objectives. Coverage includes income tax, indirect tax, and ongoing ATO compliance obligations.
Consultancy & Advisory	We partner with organisations to improve performance, manage change, and unlock long-term value. Our advisory services combine strategic insight with practical execution across finance, operations, and transformation initiatives. Explore: Strategy · Transformation · Financial Advisory · Tax
Compliance & Regulatory Affairs	We support organisations in meeting ongoing statutory and regulatory obligations under Australian law. Our structured compliance solutions reduce risk, strengthen governance, and ensure timely regulatory reporting.
Sustainability & ESG Reporting	We support organisations in navigating the increasing complexity of sustainability and ESG reporting. Our services help align strategy, data, and disclosures with regulatory requirements and stakeholder expectations. We assist with sustainability frameworks, ESG performance measurement, climate-related disclosures, and integrated reporting—ensuring credibility, consistency, and regulatory readiness. Focus Areas: • Sustainability and ESG reporting frameworks • Climate and non-financial disclosures • Data governance and assurance readiness • Integration of ESG into business strategy
ERP & Digital Finance Transformation	We advise on and implement ERP solutions using Microsoft Dynamics 365, helping organisations modernise finance functions, improve visibility, and support scalable growth. Our approach focuses on aligning systems, processes, and people to deliver measurable operational and financial outcomes.
Risk, Governance & Internal Controls	We assess and enhance governance frameworks, risk management processes, and internal controls. Our insights support boards and management in strengthening oversight, resilience, and compliance.
Financial Modelling & Strategic Planning	We develop robust financial models, forecasts, and scenario analyses to support strategic planning, investment decisions, and performance management—providing confidence in both stable and uncertain conditions.

Sources of Information Collection

We obtain this information from the following sources:

Directly from You: Information you voluntarily provide when using or requesting our services, including details provided during tax return preparation, electronic filing, identity authentication, or when applying for or purchasing a product or service. Please note that if you choose not to provide certain requested information, we may be unable to serve you effectively, as some of our products, services, tools, or calculators may rely on this information. Additionally, our website may offer chat rooms, forums, message boards, and news groups; any information disclosed in these areas becomes public, so exercise caution when sharing personal information in these applications.
Through Your Use of Our Services: We collect certain information and usage data whenever you interact with us, whether in our offices, online, through a mobile application, or when you view an email. This data may include websites you visit, what you click on, and when you performed those actions. These activities may be performed by us or a service provider acting on our behalf. We utilize certain web and wireless technologies to collect this information, including cookies and web beacons. Please see “Types of Web and Wireless Technologies (including Cookies) We Use” for an in-depth discussion of these technologies and how to opt-out. The Australian Taxation Office (ATO) or state taxing authorities may require us to collect certain personal and system information in connection with preparing or electronically filing your tax return, which may include your name, tax file number, IP addresses, and unique device identifiers.
From Other Companies and Government Entities: We also collect information when you request services or information from us or companies with whom we have a business relationship, enter contests or sweepstakes, or complete surveys or polls. To enhance the security of our services, protect your identity, and safeguard your information, we may verify your personal information by matching it against publicly available information obtained from identification verification companies.

How We Use Your Information

We utilize your information to provide the products and services you request. This includes communications directly related to our tax return preparation, such as appointments, lodgment status, and ATO due dates. Additionally, as permitted by law, we may use your information to service and report on your account and to offer you relevant information, products, or services. These activities may be performed by us or a service provider acting on our behalf.

Offering You Products and Services: We may use your information to contact you about products and services offered by us, including the delivery of our newsletters or publications.
Geo-Location Uses: We may use your location to provide you with a list of nearby Cansofact offices, assess the level of interest in our services in a particular area, and enhance the services we provide to you and other clients. You may revoke our collection of this information at any time by disabling location services at the device level and not using our office locator.
Mobile Devices: When you use a mobile device, we may request permission to access various features, including dialing phone numbers, accessing your camera or photo library, internet access, calendar, sending push notifications, reading and writing to internal and external storage, waking/locking your device, and authorizing in-app purchases.
Security Enhancements: We may use publicly available information to verify your personal information to improve the security of our services, protect your identity, and safeguard your information.
Unique Identifiers: We may assign you a global unique identifier (GUID) when you use our services. The GUID is a unique alphanumeric combination that allows us to match your information, which may include personal information, with data collected through our other products and services. Generally, we use this information to help us better understand your use of our products and services.
Calculators and Tools: When you use our calculators and other tools, we may collect non-identifiable data, such as the number of people that use a certain tool. We may also set cookies or clear gifs based on your use so that you do not have to re-enter your information in a later visit and to help us customize offers and tools to your particular interests. For calculators and tools that require registration or ask for your contact information, we may contact you directly with relevant services and offers.
Contests, Promotions, and Surveys: We may conduct contests and online surveys that request your contact information, such as your email address, along with demographic details. This information is utilized to verify your identity, assess your eligibility for special programs or services we offer, and facilitate transactions with you.
Recruitment: In the context of recruitment, we process personal data to evaluate candidates' qualifications and suitability for available positions, maintaining a pool of potential candidates for future opportunities. Additionally, we aggregate pseudonymized personal data and report anonymized salary information to benchmark compensation across various industries and regions. This practice aids in making informed decisions about compensation strategies, remaining competitive, attracting and retaining talent, and contributing to societal knowledge in areas related to compensation, labor markets, and HR practices.

How We May Disclose Your Information

We may share your personal information under the following circumstances:

Affiliates: As allowed by law, we may share collected information with our affiliates to assist in providing the products or services you've requested or to offer additional products and services.
Business Partners: We collaborate with select business partners to jointly offer products that complement Cansofact services. You'll recognize a business partner's involvement when their logo appears alongside ours. We may share transaction-related information with these partners (unless you've requested otherwise in writing) and may receive benefits from them.
Service Providers: Where permitted by applicable law, we may disclose your personal information to service providers performing functions on our behalf, such as data processing, contest supervision, direct mail or email production, technical support, data storage, courier services, and debt collection. Additionally, we may share your personal information and transaction records with third-party advertising partners and their service providers to deliver tailored advertising on certain websites. Data shared in this manner is pseudonymized. All service providers are required to have written contracts with us that specify appropriate use of your personal information, mandate safeguarding your information, and prohibit unauthorized or unlawful use.
Joint Marketing Arrangements: Where permitted by law, we may provide collected information to joint marketers with whom we have marketing arrangements. These joint marketers are required to have written contracts with us that specify appropriate use of your personal information, require safeguarding of your information, and prohibit unauthorized or unlawful use. If federal or state law requires us to offer you the right to opt-out before disclosing your personal information for joint marketing, we will not disclose your information for such purposes without providing an opt-out option or obtaining your consent.
Communications with the ATO and State Taxing Authorities: The Australian Taxation Office (ATO) and state taxing authorities may require or request disclosure of certain personal and system information to process or electronically file your tax return. This information may include, but is not limited to, your name, tax file number, IP addresses, unique device identifiers, bank account numbers, and tax return preparation user activity metrics (e.g., time taken to complete the tax return).
Persons Who Acquire Our Assets or Business: If we sell or transfer any of our business or assets, certain client information may be part of that sale or transfer. In the event such a sale or transfer results in a material change to this Privacy Policy, we will notify you using the same procedure outlined below for policy changes.
As Required or Permitted by Law: We may disclose your information to affiliated or non-affiliated third parties when we believe in good faith that such disclosure is required or permitted by law. This may occur in connection with a court order, legal process, or other judicial, administrative, or investigative proceedings requesting information from us. We may disclose your information to appropriate federal, state, or local officials to inform them of activities that may constitute a violation of criminal law or to assist in investigating or prosecuting such violations. As permitted by law, we may also disclose your information to the ATO for the prevention of refund fraud and potential cyber security threats.
Aggregate Data: We may disclose aggregate information compiled using data that does not identify you personally. This may include, for example, the total number of visitors from a particular state or the average user age.

We will not use or disclose your personal information for any purpose other than those set out in this policy or as otherwise notified to you at the time of collection.

If you do not want us to use your personal information for marketing purposes as described above, please let us know either when we collect your information or by contacting us to opt out of marketing activities (see Opt-Out section).

Types of Web and Wireless Technologies (Including Cookies) We Use

To remember you and personalize your experience with features and advertisements, we use cookies and other technologies that help us understand your usage patterns, track your preferences, and analyze how you use our services. We may receive reports on an individual or aggregate basis based on these technologies. You may opt out of some of these technologies.

Cookies: We utilize "cookies" to customize our websites for you by placing small files on your computer or mobile device as you visit various components of our websites. Cookies are small alphanumeric identifiers that a web server transfers to your computer via your internet browser. When your browser visits a web page, a cookie is set with a unique number, recorded in a small text file transmitted to your computer and stored in your hard drive's cookie directory. Then, when you visit each webpage where cookie technology is enabled, the website can recognize your browser as a unique user. Through cookies, we can display items that may interest you, make it easier to access your account information, or measure the number of unique visitors who viewed a particular ad or visited a specific web page. We may also use cookies and similar technologies to provide you with enhanced online advertising tailored to your interests. To opt out of advertising provided by Cansofact, see the Opt-Out section. You may adjust your browser settings to accept or deny all cookies or to request your permission each time a site attempts to set a cookie. Although cookies are not required for some parts of our services, our services may not work properly if you disable cookies entirely.
Local Storage Objects (LSOs) and HTML5: We provide certain features on our site or display advertising based on your web browsing activity using LSOs (such as HTML5) to store content, information, and preferences. Your browser may offer LSO management tools.
Clear GIFs or Web Beacons: We employ "clear gifs" (also known as pixel tags or web beacons) to help us better manage content on our websites by understanding usage patterns, fixing issues, and improving the products and services offered to you. We may use clear gifs in our emails to let us know which emails have been opened by recipients, allowing us to gauge the effectiveness of certain communications and marketing campaigns. These activities may be performed by us or a service provider acting on our behalf.
Log Files: Like most websites, Cansofact uses log files. Information collected in log files may include Internet Protocol (IP) addresses, unique device IDs, browser type, Internet Service Provider (ISP), referring/exit pages, platform type, date/time stamp, and number of clicks. We utilize this information to diagnose problems, analyze trends, administer the site or mobile application, track user movement in aggregate, and gather broad demographic information for aggregate use. When you use certain online tax services, IP addresses and unique device IDs may be tied to personally identifiable information to enable users to file or transmit tax returns to the ATO.
Online Behavioral Advertising: We collaborate with third-party companies that display advertisements on our websites and may collect pseudonymous information during your visits. This data—such as your browsing behavior, browser type, timestamps, and the subjects of ads you interact with—helps deliver advertisements tailored to your interests across our sites and others. These companies typically utilize cookies or web beacons for data collection. To opt out of certain personalized advertisements, you can click directly on the advertisement or visit resources like Google's ad settings and the Digital Advertising Alliance's Consumer Choice page . Please note that even after opting out of personalized ads, you may still encounter generic advertisements.
Mobile Device Information: We may collect data from your mobile device, including unique identifiers like the Apple Identifier for Advertisers (IDFA), device characteristics, and other device-specific IDs. This information assists us in enhancing our services and delivering a personalized user experience.

Web Browser "Do Not Track" Signals

We handle all user data in line with this Privacy Policy, regardless of "Do Not Track" settings. While we don't respond to such signals, we offer choices regarding promotional communications from us or third parties, as detailed herein.

How We Secure Your Information

Protecting your personal information is paramount. We implement appropriate safeguards and require our service providers to do the same through written agreements. For online clients accessing https://cventitsydney.wixstudio.com/my-site-6/home-1, your account is password-protected. Please keep your credentials confidential, as Cansofact will never solicit them unsolicitedly. Always sign out and close your browser after use, especially on shared or public computers. Despite employing the latest SSL technology, no internet transmission or electronic storage method is entirely secure; thus, absolute security cannot be guaranteed.

How Long We Keep Your Information

We retain your information as long as necessary or legally required. Information from incomplete online tax returns is typically kept until the end of the third tax season following initiation, after which it is deleted.

Third-Party Products and Services, Including Social Media Features

Our services may include products or features from third parties, such as social media integrations. These third parties may collect your information, and their handling of your data is governed by their respective privacy policies. We recommend reviewing these policies before engaging with such features.

Opt-Out

You have the option to limit our use or sharing of your information. To opt out of electronic or other communications, please provide written notice using the contact information on our website. Note that if you opt out, it may affect the availability of certain products or services and your overall experience. However, you will continue to receive communications directly related to services and products you purchase, such as appointment notifications and payment receipts.

Accessing Our Services from Outside Australia

Our services are hosted on servers located in Australia, and we utilize service providers in Australia and the United States. By accessing our services from outside Australia, you consent to the transfer of your information to these jurisdictions, which may have different data protection laws than your home country.

Overseas Disclosures

We may disclose your personal information to third parties, including our affiliates, located in the United States, Canada, Pakistan, and India. We take reasonable steps to ensure that data security and appropriate privacy practices are maintained in these jurisdictions.

Quality of Personal Information

If you believe that the information we hold about you is inaccurate, incomplete, or outdated, please contact us using the information provided on our website, and we will take reasonable steps to correct it.

Legal Basis for Processing Personal Information

We collect and process your personal information based on the following legal grounds:

Consent: Where you have provided explicit consent for us to process your information for specific purposes.
Contractual Necessity: Where processing is necessary to perform a contract with you or to take pre-contractual steps at your request.
Legal Obligation: Where processing is necessary for compliance with a legal obligation to which we are subject.
Legitimate Interests: Where processing is necessary for our legitimate interests, provided these are not overridden by your rights and interests.

Data Retention and Disposal Policies

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, or as required by law. Once your information is no longer needed, we will take reasonable steps to securely destroy or de-identify it. Our data retention periods are as follows:

Client Records: Retained for 7 years after the end of our business relationship.
Marketing Data: Retained until you opt out or withdraw your consent.
Legal Compliance: As required by applicable laws and regulations.

Use of Third-Party Data Processors

We may engage third-party service providers to process personal information on our behalf for purposes such as data storage, payment processing, and marketing services. We require these service providers to enter into written agreements that obligate them to protect your information in accordance with this policy and applicable laws.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected personal information from a child without parental consent, we will take steps to delete such information promptly.

Contact Us

For questions about this Privacy Policy, to access your information, or to raise concerns regarding compliance with the Australian Privacy Principles, please contact us via Email: cansofact@hotmail.com

Privacy Policy Updates

This Privacy Policy may change. If we make a material change, including how we use personal information, we will notify you at least thirty (30) days prior to the change by either posting a notice on our website or sending you an email.

Effective Date

This Privacy Notice is effective from December 1, 2024.