Privacy & Cookie Policy
Last updated: 23/04/2026
Slate Accounts is committed to protecting your privacy and handling personal information in a transparent and responsible way. This Privacy & Cookie Policy explains how we collect, use, store and disclose personal information when you engage with our services or interact with our website.
In this policy, “we”, “us” and “our” refer to Slate Accounts.
1. The information we collect
We may collect personal information including, but not limited to:
- Names, email addresses and contact details of business owners, directors and staff
- Business names and ABNs
- Bank account details
- Employee information for payroll services
- Financial records and performance data
- Bank statements and supporting financial documents
- Proof of identity (in limited circumstances)
- Details of customers and suppliers
- Information about business operations, strategy and plans
- Details about your technology stack, including accounting systems, billing systems, payment providers and HR platforms
Some of this information is provided directly by you. In other cases, we may have access to information through the systems and platforms we support as part of providing our services. Where reports or records are saved by us, this information is considered collected and stored by Slate Accounts.
2. How we collect personal information
We collect personal information in a number of ways, including:
- When you contact us via our website, email or phone
- When you subscribe to our newsletter or download resources
- Through automated marketing and webinar registration forms
- When you engage us for bookkeeping, accounting or payroll services
- Through access to accounting and business systems you authorise us to use
- Through cookies and analytics tools used on our website
3. How we use personal information
We use personal information for purposes including:
- Providing bookkeeping, accounting and payroll services
- Communicating with you about our services
- Managing client relationships and service delivery
- Billing and compliance obligations
- Sending newsletters, updates and marketing communications
- Registering and delivering webinars and events
- Improving our website and services through analytics
- Meeting legal and regulatory requirements
You may opt out of marketing communications at any time using the unsubscribe link in our emails or by contacting us directly.
4. Disclosure of personal information
We may disclose personal information to trusted third parties where reasonably necessary to deliver our services, including:
- Cloud storage providers
- Email and marketing platforms
- Practice management and CRM systems
- Accounting and payroll software providers
- Website hosting providers
- Professional advisers and contractors
- Regulatory authorities such as the ATO, where required by law
We only disclose information where it is necessary and take reasonable steps to ensure these parties handle information securely.
5. Overseas disclosure
Some of the platforms and service providers we use store data on servers located outside Australia, including in the United States and other jurisdictions.
Where personal information is disclosed overseas, we take reasonable steps to ensure it is protected in a manner consistent with Australian privacy obligations.
6. Storage and security of personal information
We store personal information using a combination of cloud-based systems and secure devices, including:
- Google Workspace
- Accounting platforms such as Xero, MYOB and QuickBooks Online
- Practice management systems
- Secure file storage services
- Password-protected and encrypted devices
We take reasonable steps to protect personal information from misuse, loss, unauthorised access, modification or disclosure. These measures include multi-factor authentication, password management, role-based access controls, encryption, antivirus protection and staff confidentiality obligations.
7. Retention of personal information
We retain personal information only for as long as necessary to fulfil the purposes for which it was collected, including to meet legal and regulatory obligations.
- Financial, accounting and compliance records are retained for a minimum of seven years
- Payroll records are retained in accordance with Fair Work requirements
- Marketing and newsletter contacts are retained until you unsubscribe
We do not currently operate automated deletion processes and may retain some information beyond minimum periods unless actively removed.
8. Access and correction
You may request access to personal information we hold about you, or request corrections, by contacting us using the details below. We may need to verify your identity before providing access. We do not charge a fee for access requests, but may charge a reasonable administrative fee for providing copies of information.
9. Cookies and website analytics
What are cookies?
Cookies are small text files stored on your device when you visit a website. They help websites function properly and provide information about how the site is used.
Cookies we use
Our website uses cookies and similar technologies for:
- Essential website functionality
- Analytics and performance tracking (such as Google Analytics)
- Understanding how visitors interact with our website
We may also use third-party analytics tools, including Google Analytics and LinkedIn Insight Tag, which collect information such as IP address, device type, pages visited and time spent on the site.
Cookie consent
We use a cookie banner to inform visitors about cookie use. By using our website, you can choose whether to accept or manage non-essential cookies via the banner or your browser settings.
You can also control cookies through your browser preferences. Please note that disabling cookies may affect website functionality.
10. Changes to this policy
We may update this Privacy & Cookie Policy from time to time. The latest version will always be available on our website.
11. Contact us
If you have any questions or concerns about this policy or how we handle personal information, please contact us:
Slate Accounts
11 Wilson Street, South Yarra VIC 3141
Email: hello@slateaccounts.com.au
Phone: 1300 660 129