Privacy Policy

Taxly ("Taxly", "we", "our", or "us") respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, disclose, store, and protect your information when you use our website, software platform, applications, and related services.

This policy is designed to comply with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles.

We may collect the following types of information:

We collect information when you:

• Create an account.
• Use the Services.
• Upload documents or records.
• Connect third-party services.
• Contact us.
• Visit our website.

Information may also be collected automatically through cookies, analytics tools, and system logs.

• Provide and operate the Services.
• Process transactions and financial data.
• Generate reports and insights.
• Improve platform performance.
• Provide customer support.
• Detect fraud and security threats.
• Comply with legal obligations.
• Develop new products and features.

Taxly may use artificial intelligence and automated systems to:

• Categorise transactions.
• Analyse financial data.
• Generate reports.
• Produce summaries and insights.
• Assist users with financial management tasks.

Users should independently review all AI-generated outputs before relying on them.

We do not sell personal information.

We may share information with:

• Technology service providers.
• Cloud hosting providers.
• Payment processors.
• Professional advisers.
• Regulatory authorities where required by law.
• Third-party integrations authorised by you.

All third parties are required to protect information appropriately.

We implement reasonable technical, administrative, and organisational safeguards designed to protect information from:

• Unauthorised access.
• Disclosure.
• Loss.
• Misuse.
• Alteration.

Despite our efforts, no method of electronic transmission or storage is completely secure.

Your information may be stored or processed in Australia or in other countries where our service providers operate.

Where information is transferred internationally, we take reasonable steps to ensure appropriate protections are in place.

We retain information for as long as reasonably necessary to:

• Provide the Services.
• Meet legal and regulatory requirements.
• Resolve disputes.
• Enforce agreements.

Information may be securely deleted or anonymised when no longer required.

We use cookies and similar technologies to:

• Improve user experience.
• Remember preferences.
• Analyse platform usage.
• Enhance security.

You may manage cookie preferences through your browser settings.

You may request access to the personal information we hold about you.

You may also request correction of inaccurate, incomplete, or outdated information.

Requests may be submitted using the contact details below.

We may send service-related communications, updates, product announcements, and promotional materials.

You may opt out of marketing communications at any time by following the unsubscribe instructions included in communications.

The Services may contain links to or integrations with third-party websites and services.

We are not responsible for the privacy practices of third parties and encourage users to review their privacy policies.

The Services are not intended for individuals under 18 years of age.

We do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time.

The latest version will always be available through our website and platform.

Continued use of the Services after updates are published constitutes acceptance of the revised Privacy Policy.

For privacy-related enquiries, requests, or complaints, please contact:

Privacy Officer
Taxly
Email: privacy@taxly.dev
Website: www.taxly.dev

If you are dissatisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).