Cloudscribe

Privacy Policy

Last updated: 28 October 2026

This policy explains how Cloudscribe collects, uses, stores and discloses personal information, and how you can access or correct it or make a complaint.

1. Who we are

Cloudscribe is a virtual bookkeeping practice operated by Platypus Plan Management Pty Ltd trading as Cloudscribe (ABN 82 665 345 933). Our registered BAS agent is Colleen Goodacre (Registered Agent Number 24609598). In this policy, “we”, “us” and “our” mean Cloudscribe.

We handle personal information in line with the Australian Privacy Principles in the Privacy Act 1988 (Cth) and, where we collect tax file numbers, the Privacy (Tax File Number) Rule 2015.

2. What we collect

Depending on how you deal with us, we may collect:

  • Contact details such as your name, email address and business name.
  • Business and financial information needed to provide bookkeeping, payroll and BAS services, such as your ABN, bank and transaction records, and employee payroll details.
  • Tax file numbers, only where needed to provide BAS or payroll services, as permitted by law.
  • Purchase details when you buy a product from our website, such as what you bought, your billing details and the date of purchase. Card payments are processed by our payment provider, and we do not see or store your full card number.
  • Booking details when you book a time with us through Calendly.
  • Messages you send us by email, through our website contact form or through website chat tools.
  • Website usage information such as pages visited, device and browser type, and approximate location, collected through cookies and analytics tools.

3. How we collect it

We collect personal information directly from you when you contact us, book a time, become a client, buy a product or use our website. With your authority, we may also collect information from your accounting software (such as Xero), your bank feeds, the ATO, or your accountant or other advisers.

4. Why we collect and use it

We use personal information to:

  • provide our bookkeeping, payroll, BAS and training services;
  • prepare and lodge statements and reports with the ATO on your behalf;
  • process orders and deliver the digital products you buy;
  • issue tax invoices and receipts;
  • respond to your enquiries and manage bookings;
  • send you updates about products you have bought (for example, updated versions of a template);
  • send you marketing emails, if you have agreed to receive them (you can unsubscribe at any time); and
  • meet our legal and professional obligations, including those of a registered BAS agent.

5. Who we share it with

We only share personal information as needed for the purposes above, or where required or permitted by law. This may include:

  • the Australian Taxation Office and other government agencies, when lodging or acting on your behalf;
  • the Tax Practitioners Board, where required;
  • your accountant or other advisers, with your authority;
  • service providers who help us run our business, such as our accounting software provider (Xero), website host (Hostinger), payment processor (such as Stripe), booking tool (Calendly), email and chat providers, and website analytics providers (such as Google).

Some of these providers store data outside Australia, including in the United States. Where we use them, we take reasonable steps to ensure they handle personal information consistently with the Australian Privacy Principles.

We do not sell personal information.

6. Cookies and analytics

Our website uses cookies and similar technologies to make the site work, remember your preferences and understand how visitors use it. You can block or delete cookies in your browser settings, but some parts of the site may not work properly.

7. Storage and security

We take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access, including secure cloud systems, access controls and multi-factor authentication. We keep records for as long as we need them and as required by law (generally at least five years for tax and business records), and then securely destroy or de-identify them.

If a data breach is likely to cause serious harm, we will notify affected individuals and the Office of the Australian Information Commissioner (OAIC) as required by the Notifiable Data Breaches scheme.

8. Accessing and correcting your information

You can ask to see the personal information we hold about you, or ask us to correct it, by emailing hello@cloudscribe.com.au. We will respond within a reasonable time, usually within 30 days. We do not charge for making a request.

9. Complaints

If you have a concern about how we have handled your personal information, please email hello@cloudscribe.com.au. We will acknowledge your complaint and aim to resolve it within 30 days. If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner at www.oaic.gov.au.

10. Changes to this policy

We may update this policy from time to time. The current version will always be available on our website, with the date it was last updated.

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