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Your data matters

Committed to protecting your information

Your data matters

Understanding our data practices

Privacy Policy

Introduction

Taxably (“we”, “our”, “us”) is committed to protecting your privacy and handling personal information in accordance with applicable privacy and data protection laws, including the Privacy Act 1988 (Cth) (Australia), the Australian Privacy Principles (APPs), and, where applicable, the General Data Protection Regulation (GDPR).

This Privacy Policy explains how we collect, use, disclose, and protect personal information when you use our website or engage our professional services.

Who We Are

Taxably is an international tax advisory and CPA firm specialising in:

  • International tax advisory
  • Tax treaties
  • Tax residency matters
  • International business expansion
  • Fiscal migration
  • Cross-border taxation

We operate internationally, including in Australia, New Zealand, the Netherlands, and the United States.

Information We Collect

We may collect personal information including:

  • Name
  • Email address
  • Telephone number
  • Postal address
  • Tax residency information
  • Financial and taxation information
  • Business information
  • Identity verification documents
  • Communications and correspondence
  • Website usage data and analytics

We may also collect sensitive information where necessary to provide professional services and where permitted by law.

How We Collect Information

We collect information when you:

  • Contact us through our website
  • Book consultations
  • Engage our services
  • Subscribe to updates or newsletters
  • Submit documents or correspondence
  • Use our website

We may also collect information from third parties including government agencies, professional advisers, and service providers where authorised.

How We Use Information

We use personal information to:

  • Provide taxation and advisory services
  • Verify identity and comply with legal obligations
  • Communicate with clients
  • Manage client relationships
  • Process payments and engagements
  • Improve website functionality and services
  • Comply with regulatory and professional obligations
  • Prevent fraud and manage risk

International Data Transfers

Because Taxably operates internationally, personal information may be transferred to or accessed from jurisdictions outside your country of residence, including Australia, New Zealand, the Netherlands, the United States, and other countries where our service providers operate.

We take reasonable steps to ensure that overseas recipients handle personal information securely and in accordance with applicable privacy laws.

Cookies and Analytics

Our website may use cookies and analytics tools to improve user experience and monitor website performance.

Cookies may collect information such as:

  • IP address
  • Browser type
  • Device information
  • Pages visited
  • Time spent on the website

You can disable cookies through your browser settings, although some website functions may not operate properly.

Third-Party Services

Our website may contain links to third-party websites or use third-party tools such as scheduling platforms, payment providers, video conferencing services, and analytics providers.

We are not responsible for the privacy practices of third-party websites or services.

Data Security

We take reasonable technical and organisational measures to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.

However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain personal information only for as long as necessary to:

  • Provide services
  • Comply with legal and professional obligations
  • Resolve disputes
  • Enforce agreements

Retention periods may vary depending on the nature of the information and applicable laws.

Your Rights

Depending on your jurisdiction, you may have rights to:

  • Access your personal information
  • Correct inaccurate information
  • Request deletion of information
  • Restrict or object to processing
  • Withdraw consent
  • Lodge a complaint with a regulatory authority

Requests may be submitted using the contact details below.

Confidentiality and Professional Obligations

As tax advisers and accounting professionals, we are subject to professional confidentiality obligations. Personal information may be disclosed where required by law, regulation, court order, or professional standards.

Contact Us

If you have questions about this Privacy Policy or wish to make a privacy request, please contact:

Taxably
Email: hello@taxably.com.au

Changes to This Policy

We may update this Privacy Policy from time to time. Updated versions will be published on this website with a revised effective date.

Last updated: 10 June 2026