1. What Information We Collect

We may collect personal information from you when you:

• Contact us via our website, email, or phone

• Use our accounting, tax, or advisory services

• Subscribe to our newsletters or updates

• Provide documents for compliance, such as for tax or IRD purposes

The types of personal information we may collect include:

• Your name, email address, and phone number

• Business and financial details

• IRD numbers or company registration numbers

• Bank account or payment details (if applicable)

2. How We Use Your Information

We use the information you provide to:

• Deliver accounting, tax, and bookkeeping services

• Communicate with you regarding your engagement or enquiries

• Meet our legal and regulatory obligations (e.g. IRD, AML/CFT compliance)

• Improve our services and website experience

3. Storage and Security

Your information is stored securely, both digitally and physically, with appropriate safeguards to prevent unauthorized access, modification, or disclosure.

We retain your information only as long as necessary to fulfil our services or comply with legal requirements.

4. Sharing Your Information

We may share your information:

• With government agencies or regulatory bodies (e.g. IRD, AML reporting entities)

• With trusted third-party service providers (e.g. cloud accounting platforms, document signing providers)

• As required by law or legal process

We do not sell, rent, or trade your personal information.

5. Access and Correction

You have the right to request access to the personal information we hold about you and request corrections if you believe it is inaccurate.

Please contact us at info@cas-accounting.co.nz to make such a request.

6. Website Analytics and Cookies

Our website may use cookies and third-party analytics tools (e.g. Google Analytics) to understand user behaviour and improve the site. You can disable cookies via your browser settings if you prefer.

7. Updates to This Policy

We may update this Privacy Policy from time to time. Changes will be published on our website with the updated effective date.

8. Contact Us

If you have any questions or concerns about your privacy or this policy, please contact:

Clarity Accounting Solutions Ltd
Email: info@cas-accounting.co.nz
Phone: 022 073 3968