Scopekeeper commitment to privacy

Scopekeeper Pty Ltd (ACN 681 950 649), its subsidiaries and affiliates in Australia (collectively referred to as we/us) are committed to managing personal information in accordance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth) (Privacy Act) and other applicable privacy laws.

This document sets out our policies for managing personal information and is referred to as our Privacy Policy.

In this Privacy Policy, you refers to any individual about whom we collect personal information.

What information does Scopekeeper collect about you?

Scopekeeper collects information from you when you complete a form on our site.

Clients and prospective clients

When you enquire about our services or when you become a client of us, a record is made which includes your personal information. This will typically include:

• your name, email, postal address, telephone number and other contact details;

• information about your employer or the organisation that you represent;

• your professional details; and

• any additional personal information you provide to us, or authorise us to collect, as part of your interaction with us.

Other individuals

We may collect personal information about other individuals who are not clients of us. This includes individual service providers and contractors to us; and other individuals who interact with us on a commercial basis.

The kinds of personal information we collect will depend on the capacity in which you are dealing with us. Generally, it will include names, contact details, and information regarding our interactions and transactions with you.

You can always decline to give us any personal information we request, but that may mean we cannot provide you with some or all of the services you have requested. If you have any concerns about personal information we have requested, please let us know.

Visitors to our websites

The way in which we handle the personal information of visitors to our website is discussed below.

How and why does Scopekeeper collect and use your personal information?

We collect personal information reasonably necessary to carry out our business, to assess and manage our clients' needs, and provide services including the Scopekeeper software as a service for managing scope of work for accountants in real time.

We may also collect information to fulfil administrative functions associated with these services, for example billing, entering into contracts with you and/or third parties and managing client relationships.

The purposes for which Scopekeeper usually collects and uses personal information depends on the nature of your interaction with us, but may include:

• to verify the identity of individuals or businesses;

• to establish engagement terms and legal agreements (including but not limited to a Service Agreement);

• to maintain accurate contact details for correspondence;

• to schedule meetings and send reminders;

• to meet any legal obligations for record keeping;

• to generate invoices based on services used;

• to track payments and manage accounts receivable; and

• to improve process and client satisfaction.

We generally collect personal information directly from you. We may collect and update your personal information over the phone, by email, over the internet or social media, or in person.

We may also collect personal information about you from other sources.

We may also collect and use personal information for market research purposes and to innovate our delivery of products and services.

How does Scopekeeper interact with you via the internet?

You may visit our website https://www.scopekeeper.com/ without identifying yourself.

If you identify yourself (for example, by providing your contact details in an enquiry), any personal information you provide to us will be managed in accordance with this Privacy Policy.

Our website uses cookies. A “cookie” is a small file stored on your computer's browser, which assists in managing customised settings of the website and delivering content.

We collect certain information such as your device type, browser type, IP address, pages you have accessed on our websites and on third-party websites. You are not identifiable from such information.

You can use the settings in your browser to control how your browser deals with cookies. However, in doing so, you may be unable to access certain pages or content on our website.

Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of websites that are linked to our website.

How does Scopekeeper hold information?

We store information in paper-based files or other electronic record keeping methods in secure databases (including trusted third-party storage providers based in Australia and overseas).

Personal information may be collected in paper-based documents and converted to electronic form for use or storage, with original documents either archived or securely destroyed.

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

We maintain physical security over paper and electronic data stores and computer and network security including firewalls, user identifiers and passwords.

Our website does not necessarily use encryption to ensure secure transmission of information. Users are encouraged to exercise care when sending personal information via the internet.

We take steps to destroy or de-identify information that we no longer require.

Does Scopekeeper use or disclose your personal information for direct marketing?

We may use or disclose your personal information to inform you about our services, promotions, events or opportunities.

You may opt out of direct marketing at any time by contacting us.

If you opt out, we may still contact you regarding our ongoing relationship with you.

How can you access or seek correction of your personal information?

You may request access to your personal information by contacting our Privacy Officer.

You will not be charged for making a request, but reasonable costs may apply.

You may request correction of inaccurate, incomplete or outdated personal information. We will take reasonable steps to correct it.

If we refuse a request, we will provide reasons and include a statement if required.

What should you do if you have a complaint?

You may contact us at any time with questions or complaints about this Privacy Policy or how your personal information has been handled.

How are changes made to this Privacy Policy?

We may amend this Privacy Policy from time to time. We recommend checking our website regularly.

How can you contact Scopekeeper?

Scopekeeper Privacy Officer

Address: Suite 2, Level 3A, 1-7 Bligh Street, Sydney, New South Wales 2000

Email: tim@scopekeeper.com

This Privacy Policy was last updated on 1 January 2026.