This policy explains what information automate.business collects, how we use it, and the choices you and your clients have. We handle personal information in line with the New Zealand Privacy Act 2020.
automate.business is a product of automate.business Limited (“we”, “us”), a New Zealand company and an nzwe venture. We provide AI-assisted compliance software to accounting and bookkeeping firms (“firms”). Firms use our product to prepare and file returns for their clients (“end clients”).
We use information to prepare returns and reports, surface exceptions for human review, maintain the audit trail, provide support, and improve accuracy.
Our connection to your accounting systems is strictly read-only. We never edit, post, or delete anything in your books. No return is lodged with Inland Revenue without an authorised person’s explicit approval.
Data is encrypted in transit (TLS) and at rest (AES-256), and hosted in New Zealand. Enterprise customers can arrange custom data residency and retention. We apply access controls, two-factor authentication, and audit logging across the service.
We share data only with sub-processors necessary to run the service (such as hosting and email providers), under contract and only as needed. A current list of sub-processors is available on request. We do not sell personal information.
We retain data for as long as your firm maintains its account and as required to meet legal and tax record-keeping obligations. You can request export or deletion subject to those obligations.
You may access, correct, or request deletion of personal information we hold about you, and ask how it is handled. End clients should direct requests to their firm in the first instance; we assist firms in responding.
We may update this policy from time to time. Material changes will be notified to firm account owners. The “last updated” date above reflects the current version.