Last updated: October 2026
Halo Bookkeeping respects your privacy and is committed to handling personal information responsibly and securely.
This Privacy Policy explains how we may collect, use, store and protect personal information when you visit our website, contact us or engage Halo Bookkeeping for bookkeeping services.
1. Information We May Collect
The type of information we collect will depend on how you interact with Halo Bookkeeping and the services you require.
Personal information may include:
Where our services require access to financial or other sensitive information, we only request information reasonably necessary to provide the agreed service or meet applicable professional and legal obligations.
2. How We Collect Information
We may collect personal information directly from you when you:
In some circumstances, information may also be provided by an authorised representative, employee, accountant, adviser or another person involved in your financial administration.
3. How We Use Your Information
Information collected by Halo Bookkeeping may be used to provide and manage our services, communicate with clients and meet our professional responsibilities.
We May Use Your Information To:
We do not use personal information for purposes unrelated to our services unless we have permission or are otherwise permitted or required to do so by law.
4. Financial and Bookkeeping Information
Providing bookkeeping services may require access to confidential financial information. We understand the importance of protecting this information and handling it carefully.
Depending on the services you engage us to provide, this information may include transaction records, invoices, payroll information, bank records, financial reports and other accounting documentation.
Access is limited to what is reasonably required to perform the agreed work and meet relevant professional obligations.
5. How We Protect Your Information
Halo Bookkeeping takes reasonable steps to protect personal and financial information from misuse, interference, loss and unauthorised access, modification or disclosure.
Measures may include:
While we take reasonable precautions, no electronic transmission or storage method can be guaranteed to be completely secure.
6. Accounting Software and Third-Party Services
Halo Bookkeeping may use third-party platforms and services to provide bookkeeping support, including Xero, QuickBooks and other industry-specific systems.
Information entered into or stored through these services may also be subject to the privacy policies, security practices and terms of the relevant provider.
Other third-party services may also be used for functions such as website hosting, email, document storage, communications or administrative support.
We take reasonable care when selecting services used in connection with our operations, but we do not control the privacy or security practices of independent third-party providers.
7. Sharing Your Personal Information
Halo Bookkeeping does not sell or rent your personal information.
Information may be disclosed where reasonably necessary to provide agreed services or meet legal and professional requirements.
This may include disclosure to:
Where third parties assist us in delivering services, we take reasonable steps to ensure information is handled appropriately.
8. Website Information and Cookies
Our website may automatically collect limited technical information when you visit, such as browser type, device information, pages visited and general website usage data.
Cookies and similar technologies may be used to help the website function correctly and understand how visitors interact with it.
You can usually control or disable cookies through your browser settings. Disabling certain cookies may affect some website functionality.
9. External Websites
Our website may contain links to external websites or services.
Halo Bookkeeping is not responsible for the privacy practices, security or content of third-party websites. We recommend reviewing the privacy policy of any external website before providing personal information.
10. Storage and Retention of Information
Personal and financial information may be stored electronically or, where necessary, in physical form.
We retain information for as long as reasonably necessary to provide services, maintain appropriate records and comply with applicable legal, taxation, regulatory and professional requirements.
When information is no longer required, reasonable steps may be taken to securely destroy or de-identify it, subject to applicable record-keeping obligations.
11. Accessing or Correcting Your Information
You may contact Halo Bookkeeping if you would like to request access to personal information we hold about you or believe that information needs to be corrected.
We will take reasonable steps to respond to appropriate requests, subject to applicable legal requirements and any circumstances where access may lawfully be restricted.
Keeping your information accurate helps us provide an effective service, so please let us know when your contact or other relevant details change.
12. Data Breaches
If a data breach occurs involving personal information held by Halo Bookkeeping, we will assess the circumstances and take appropriate action.
Where required, affected individuals and relevant authorities will be notified in accordance with applicable Australian privacy and data breach requirements.
13. Privacy Enquiries and Complaints
If you have a question, concern or complaint about how Halo Bookkeeping handles your personal information, please contact us using the details provided on our Contact page.
We will endeavour to review and respond to privacy concerns within a reasonable timeframe.
If a privacy matter cannot be resolved directly, you may have the right to contact the relevant Australian privacy regulator.
14. Changes to This Privacy Policy
Halo Bookkeeping may update this Privacy Policy from time to time to reflect changes to our services, technology, operating practices or applicable legal requirements.
Any updated version will be published on this page with the revised “Last updated” date.
We encourage you to review this Privacy Policy periodically to stay informed about how personal information is handled.
15. Contact Halo Bookkeeping
If you have questions about this Privacy Policy or the way your personal information is handled, please contact Halo Bookkeeping through the details available on our Contact page.
