1.2 How We Collect Information

We collect information directly from you when you:

• submit an online enquiry

• complete an assessment or questionnaire

• contact us by phone or email

• request support, guidance or a referral

• consent to being contacted by independent professionals in our network

• We do not collect personal information in an unlawful or misleading manner.

1.3 Sensitive Information

We do not typically collect sensitive information. If sensitive information is ever required, we will only collect it with your explicit consent and only when necessary for our matching process.

2. Use of Personal Information

2.1 Primary Purpose of Collection

Books & Tax Hub uses personal information to:

• assess your enquiry

• identify the type of bookkeeping or accounting support you may need

• match you with a suitable independent bookkeeper, accountant or registered BAS/tax agent

• securely pass your information to the matched professional so they can contact you directly

Books & Tax Hub does not directly contact leads beyond receiving the initial enquiry.
All follow-up communication is handled by the independent bookkeeping and accounting specialist you are matched with.

2.2 Secondary Purposes

We may also use personal information for:

• administrative functions

• customer support

• service improvements

• optional marketing communications (you may opt out at any time)

We do not use personal information for unrelated purposes unless permitted by law or with your consent.

2.3 No Provision of Tax or Accounting Services

All such services are performed by independent registered bookkeeping and accounting professionals you may choose to engage after submitting an enquiry on this website.

Books & Tax Hub and Vision Consulting Group (Global) Pty Ltd:

• are not registered tax agents

• are not BAS agents

• are not accounting firms

• do not provide regulated taxation, BAS or accounting services

All such services are performed by independent registered professionals you may choose to engage.

3. Disclosure of Personal Information

Vision Consulting Group (Global) Pty Ltd may disclose your information:

3.1 To Independent Professionals

We disclose your personal information to an independent bookkeeper, accountant or registered BAS/tax agent within our network for the sole purpose of enabling them to review your details and contact you directly to discuss your needs.

Once your information is passed on, all communication, advice and service delivery occurs between you and that independent provider.

3.2 To Third-Party Service Providers

To trusted providers who support our operations, including:

• CRM systems

• cloud hosting providers

• scheduling and communication tools

• email and marketing systems

• website analytics platforms

These providers are required to manage information in accordance with privacy obligations.

3.3 Legal Requirements

We may disclose information when:

• required by law

• responding to lawful requests from regulatory or government authorities

• necessary to protect the rights, property or safety of any person

3.4 No Selling of Information

We do not sell, rent or trade personal information to unrelated third parties.

We only disclose your information to an independent bookkeeping or accounting specialist for the purpose of responding to your enquiry, as described in this Privacy Policy.

4. Information Quality & Retention

4.1 Data Accuracy

We take reasonable steps to ensure your information is accurate, complete and up to date.

4.2 Data Retention

Personal information is retained only as long as necessary to fulfil its purpose or meet legal obligations — generally up to seven years from the last interaction, unless the law requires otherwise.

5. Information Security

We take reasonable technical and organisational steps to protect personal information from:

• loss

• misuse

• unauthorised access

• modification

• disclosure

Access is restricted to personnel who require the information to perform their duties.

6. Access and Correction

6.1 Access

You may request access to the personal information we hold about you, subject to legal exceptions.

6.2 Corrections

If your personal information is incorrect or incomplete, we will correct it promptly upon request.

6.3 How to Request Access

Requests can be made via the contact details at the end of this policy.

7. Website, Cookies & Analytics

Our website may use cookies, pixels and analytics tools to enhance user experience and monitor performance.

Cookies do not typically identify individuals, and you can manage cookie settings through your browser.

8. Anonymity and Pseudonyms

Where lawful and practical, you may interact with us anonymously or using a pseudonym. However, full information may be required to provide accurate matching services.

9. Overseas Disclosure

We do not routinely disclose personal information overseas.

If international disclosure becomes necessary (e.g., cloud hosting), reasonable steps will be taken to ensure compliance with Australian privacy laws.

10. Contact Us

For enquiries, access requests, corrections or privacy concerns, please contact:

Vision Consulting Group (Global) Pty Ltd

(Operator of Books & Tax Hub)

[email protected]

Address: Bella Vista NSW 2053