Privacy Policy

1. Information we collect

From clients

• Full name, address, and contact details
• IRD numbers and business details
• Banking, payroll, and bookkeeping records you provide
• Xero or software access (only where you authorise it)

From website users or enquiries

• Names and email addresses submitted through our contact form
• Website analytics data (e.g. cookies, device/browser info, IP address)

2. How we collect information

• When you contact us by phone, email, or through our website
• When you complete onboarding forms or provide information for services
• When you use our website (cookies and analytics)

3. Why we collect your information

• To provide bookkeeping, payroll support, and related services
• To communicate with you and respond to enquiries
• To invoice and process payments
• To meet legal obligations where applicable
• To improve our website and service experience

4. Sharing your information

We may share your information with:

• Employees and authorised contractors
• Software providers you use or we use to deliver services (e.g. Xero, Google Workspace)
• IRD or regulators when legally required
• Professional advisers (e.g. legal/accounting) where needed

We do not sell or rent your personal information.

5. Storage and security

• Secure cloud software and access controls
• Restricted access to authorised people only
• Two-factor authentication where available
• Ongoing reviews of our data protection practices

6. Retention

We keep information only as long as needed for business and legal purposes. Where required, we retain records for up to 7 years, then delete or anonymise them.

7. Access and correction

You can request access to, or correction of, your personal information by emailing andre@oliveraccounting.co.nz. We aim to respond within 20 working days.

8. Cookies and analytics

We use cookies and analytics tools (including Google Analytics) to understand website usage and improve performance. You can disable cookies via your browser settings.

9. Overseas disclosure

Some data may be stored or processed overseas (for example, by cloud software providers). We take reasonable steps to use providers with appropriate safeguards under NZ privacy law.

10. Data breaches

If a privacy breach occurs that is likely to cause serious harm, we will notify affected individuals and the Office of the Privacy Commissioner where required.

11. Changes to this policy

We may update this policy from time to time. The latest version will be posted on this page with an updated date.