This policy describes how we collect, hold, use, disclose, and protect your personal information when you use TaxFlowAI. "We" means Frontline Holdings Group Pty Ltd (platform operator, trading as TaxFlowAI) and E&A Advisory Pty Ltd (your registered tax agent). We handle your information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs), and the Privacy (Tax File Number) Rule 2015.
We collect: identity and contact details (name, DOB, address, email, phone, occupation); tax identifiers (TFN, ABN, ACN where relevant); financial and payment details (e.g. bank details for refunds; card payments are processed by Stripe and we do not store your full card number); documents and receipts you upload; technical and account information (login credentials, IP address, audit logs); and, for company clients, company and director information needed for ASIC-related services. We only collect what is reasonably necessary to provide our services.
We collect information directly from you (registration, forms, uploads, messages), from your tax agent when they set up your account, from public registers (e.g. ABR, ASIC) where relevant, and automatically (e.g. IP address, browser type) for security and logging. We hold it in secure systems with encryption for sensitive data (including TFN and bank details), access controls, and audit logging. Data is stored with our hosting provider; it is encrypted and the provider does not have access to decrypted personal information.
We use your information to provide tax and (where applicable) ASIC-related services, communicate with you, process payments, comply with law, and maintain security. We may disclose it to: E&A Advisory (your tax agent); the ATO and, for company clients, ASIC; our hosting and payment providers (data encrypted); overseas staff who assist with lodgement preparation under strict controls (no access to TFN or bank details); and regulators when required by law. We do not sell or trade your personal information.
Your information may be stored or accessed overseas (e.g. cloud hosting, and staff who assist with preparation). Where we disclose overseas, we take reasonable steps so the recipient handles your information consistently with the APPs. You can contact us to ask which countries apply.
Your TFN is collected only where necessary for tax agent services. We protect it in line with the Privacy (Tax File Number) Rule 2015: it is encrypted at rest, shown in masked form in the platform, never sent by email or stored in cookies or logs, and access is restricted and audited. You are not obliged to provide it, but withholding it may affect the services we can provide (e.g. higher withholding). If you suspect TFN misuse, contact the ATO on 13 28 61.
You can request access to or correction of the personal information we hold about you. You can view much of it in your TaxFlowAI profile; for a full export or to correct details, contact us. We will respond within 30 days.
If you believe we have breached your privacy, contact us (see Contact below). We will acknowledge within 5 business days and aim to respond within 30 days. If you are not satisfied, you may complain to the Office of the Australian Information Commissioner (OAIC): oaic.gov.au or 1300 363 992. For tax agent issues you may also contact the Tax Practitioners Board (tpb.gov.au or 1300 362 829).
We may update this policy from time to time; we will update the effective date and, for material changes, notify you via the platform or email. Continued use of TaxFlowAI after changes means you accept the updated policy. For any privacy enquiries or requests, contact us: Email: taxflowai@frontline.financial; Phone: 0422 959 486; Post: Level 6, 150 George Street, Parramatta NSW 2150.
Email: taxflowai@frontline.financial
Phone: 0422 959 486
Address: Level 6, 150 George Street, Parramatta NSW 2150