At Prudential Accounting & Taxation (“we”, “us”, “our”), we are committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and protect your personal and financial information in accordance with the New Zealand Privacy Act 2020.
By using our website (www.prudentialaccounting.co.nz) or engaging our services, you agree to the terms of this Privacy Policy.
1. Information We Collect
To provide expert accounting, tax, and business advisory services, we need to collect specific personal and financial information. This includes:
- Contact Information: Name, email address, phone number, and physical address provided via our Enquiry Form, “Book a Meeting” tool, or direct communication.
- Financial & Business Information: IRD numbers, financial statements, bank account details, transaction records, business plans, and payroll/PAYE data.
- Employee Information: Names, tax codes, and payroll details if we manage your payroll services.
- Website Usage Data: IP addresses, browser types, and cookies collected passively through analytics tools to improve website performance and user experience.
2. How We Use Your Information
We only collect and use your information for lawful purposes directly connected to operating our accounting firm. These purposes include:
- Responding to your website enquiries and scheduling consultations.
- Preparing and filing Income Tax, GST, PAYE, and Payroll returns.
- Assisting with Company Formation, business planning, and loan forecasting.
- Communicating important tax dates, financial relief updates, or practice resources.
- Fulfilling our statutory obligations under New Zealand law.
3. How We Share Your Information
We treat your data with the highest level of confidentiality. We do not sell, rent, or trade your personal information. We only share your data with trusted third parties under the following circumstances:
- Cloud Accounting Providers: Your information is securely processed using approved third-party platforms, specifically Xero and MYOB, where we act as certified partners.
- Government Authorities: We report data to the Inland Revenue Department (IRD) and the Companies Office strictly to fulfil your official tax and business filings.
- With Your Consent: We may share details with banks or mortgage brokers only if you explicitly authorize us to do so.
4. Data Storage and Security
We take all reasonable steps to secure your personal and financial data against unauthorized access, loss, or misuse:
- Digital data is protected by industry-standard encryption protocols within our systems and cloud partners (Xero/MYOB).
- Physical documents, if any, are stored securely at our Papakura office.
- In compliance with New Zealand tax legislation, business and financial records are generally retained for 7 years, after which they are securely destroyed or deleted.
5. Your Rights Under the Privacy Act 2020
Under New Zealand law, you have strict rights regarding your personal information. You have the right to:
- Request access to any personal data we hold about you.
- Request correction of any information you believe is inaccurate, incomplete, or outdated.
If you wish to exercise these rights, please contact our designated Privacy Officer using the details below. We will respond to your request within 20 working days, as required by law.
6. Privacy Complaints
If you believe we have breached your privacy, please contact us immediately so we can resolve the matter. If you are unsatisfied with our response, you have the right to lodge a formal complaint with the Office of the Privacy Commissioner (www.privacy.org.nz).
7. Contact Us
For any privacy-related questions, requests, or concerns, please contact us at:
- Prudential Accounting & Taxation
- Phone: (09) 298 7291 | 021 186 1575
- Email: info@prudentialaccounting.co.nz
- Address: 6-C O’Shannessey St, Papakura, Auckland
