Privacy Policy

1. Personal Information We Collect

We may collect personal information including:

• Your name
• Email address
• Telephone number
• Business name and business type
• Information provided through an enquiry or consultation form
• Details you provide when communicating with us
• Financial, taxation and identification information required when you engage our professional services
• General website information, such as your IP address, browser type and pages visited

Please do not submit tax file numbers, bank details or sensitive financial documents through a Meta lead form or general website enquiry form. If this information is required, we will provide an appropriate method for securely submitting it.

2. How We Collect Information

We may collect personal information when you:

• Submit an inquiry through our website
• Complete a Facebook or Instagram lead form
• Book or request a consultation
• Contact us by telephone, email or social media
• Engage us to provide accounting or taxation services
• Visit or interact with our website and advertisements

We may also receive information from authorised representatives, referral partners, government agencies or other third parties where permitted by law.

3. How We Use Your Information

We may use your personal information to:

• Respond to your inquiry
• Contact you to arrange or confirm a consultation
• Understand your accounting or taxation requirements
• Assess how we may assist you
• Provide accounting, taxation and related professional services
• Manage our client relationship with you
• Meet our legal, regulatory and professional obligations
• Improve our website, advertising and services
• Send relevant service or marketing communications where you have consented or where permitted by law
• 
  

Submitting an inquiry or consultation request does not automatically create an accountant–client relationship. An engagement begins only after the appropriate engagement process has been completed.

4. Meta Advertising and Lead Forms

We use Meta platforms, including Facebook and Instagram, to advertise our services and collect enquiries.

When you submit a lead form through Facebook or Instagram, Meta may provide the information you entered to Shree Accountants. We will use this information to respond to your inquiry, arrange a consultation and communicate with you about services that may be relevant to your needs.

Meta separately collects and handles information in accordance with its own Privacy Policy.

We do not currently use the Meta Pixel on our website. If this changes, we will update this Privacy Policy and our website’s cookie notice accordingly.

5. Cookies and Website Information

Our website may use essential cookies and similar technologies provided by our website platform, GoDaddy, to:

• Enable website functionality
• Maintain website security
• Understand general website usage
• Improve the website experience
• 
  

You may manage or disable cookies through your browser settings. However, disabling certain cookies may affect how some parts of the website function.

6. Storage and Third-Party Service Providers

We may use third-party technology and service providers to operate our business and manage information, including:

• GoDaddy for website hosting and related website services
• Google Drive or Google Workspace for cloud storage and document management
• Meta for Facebook and Instagram advertising and lead forms
• Email, communication, accounting and business software providers

These providers may process or store information on servers located outside Australia. We take reasonable steps to ensure personal information is handled appropriately and is accessible only to authorised persons.

We do not sell personal information to third parties.

7. Disclosure of Personal Information

We may disclose personal information to:

• Our employees, contractors and professional advisers where access is required to perform their duties
• Technology, cloud-storage, website, communications and software providers
• Government agencies, regulators or professional bodies where required or authorised by law
• Other service providers where necessary to deliver our services
• Other parties where you have provided consent

We only disclose information where reasonably necessary, legally required or otherwise permitted by law.

8. Security and Retention

We take reasonable administrative, technical and physical measures to protect personal information against misuse, loss, interference, unauthorised access, modification or disclosure.

Information stored through Google Drive or Google Workspace is restricted to authorised persons. Appropriate access controls and account-security measures are used to help protect client information.

No method of online transmission or electronic storage can be guaranteed to be completely secure.

Personal information that is no longer required will be securely deleted or de-identified unless we are required to retain it under taxation, accounting, legal, regulatory or professional record-keeping requirements.

9. Access and Correction

You may request access to the personal information we hold about you or ask us to correct information that is inaccurate, incomplete or out of date.

To submit a request, contact us using the details below. We may need to verify your identity before providing access or making a correction.

10. Marketing Communications

We may send you information about our services where you have consented or where permitted by law.

You may ask us to stop sending marketing communications at any time by:

• Selecting the unsubscribe option in the communication; or
• Contacting us using the details below.

We may continue to send necessary administrative, professional or service-related communications.

11. Privacy Inquiries and Complaints

If you have a question or concern about how we have handled your personal information, please contact us using the details below.

We will review your enquiry or complaint and respond within a reasonable period.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner.

12. Contact Us

Shree Accountants

Business address: Blackburn Rd, Mount Waverley VIC 3149, Australia

Email: admin@shreeaccountants.com.au

Telephone: +61 434 660 785

ABN: 57130929825

13. Changes to This Privacy Policy

We may update this Privacy Policy when our services, information-handling practices or legal obligations change.

The latest version will be published on our website with the updated date.