Privacy Policy

Effective Date: August 13, 2015

Taxopia values your privacy and Taxopia desires to ensure your experience with Taxopia and our website is as satisfying and safe as possible. In that regard, we have established the following privacy policy to explain and describe what personal information Taxopia collects on our Site and/or Services, how Taxopia uses it and your options regarding information Taxopia may collect about you. By accepting this Privacy Policy, you expressly consent to the information handling practices described in this Policy. Your continued use of our Sites and/or Services or any other content, products or other services covered by this Policy constitutes your acceptance and agreement to this Policy and any updates.

1. Information We Collect

In describing our collection, use, and sharing of information in this Policy, we refer to our collection and use of “Personal Information.” “Personal Information,” as used in this Policy, is personally identifiable information, which is information that directly identifies an individual, such as first and last name, mailing address, email address, billing information, IP addresses, demographics, passwords or other online contact information, or telephone number. We collect Personal Information, as well as non-personally identifiable information on Taxopia Sites and/or Services.

We collect Personal Information in two ways. First, we collect information you provide to us in optional, voluntary submissions, such as in registration forms, user profiles or requests for customer service. Second, some Personal Information may be collected automatically. This is described below in “Passive Data Collection.”

We may also obtain information, including Personal Information, from third party sources. If we directly combine information from third parties with Personal Information that we have collected, we will treat the combined information as Personal Information and handle it in accordance with this Policy. In addition, please note that we may solicit third parties to collect Personal Information on our behalf and in such cases we instruct those third parties to comply with this Policy and all applicable data protection laws.

Passive Data Collection

We may receive passively-collected information through a variety of methods including but not limited to:

Cookies

We may use a variety of methods, including “cookies” to collect information.

What is a cookie?

Cookies are text files containing small amounts of information which are downloaded to your device when you visit a website. Cookies are then sent back to the originating website on each subsequent visit, or to another website that recognizes that cookie. Cookies are useful because they allow a website to recognize a user’s device.

Cookies do lots of different jobs, like letting you navigate between pages efficiently, remembering your preferences, and generally improve the user experience. They can also help to ensure that advertisements you see online are more relevant to you and your interests.

The cookies used on our Sites and/or Services have been categorized based on the categories found in the ICC UK Cookie guide. A list of all the cookies used on our Sites and/or Services by category is set out below.

Performance Cookies

Taxopia collects cookies on our Sites and/or Services to capture information about page visits (e.g. “performance cookies.”) This information is anonymous and Taxopia uses this information only internally – to deliver the most effective content to our visitors. Information from the cookie is used to gauge page popularity, analyze traffic patterns on our Sites and/or Services and guide development of other improvements to our Sites and/or Services.

Functionality and Necessary Cookies

Taxopia does not require that you accept cookies and/or you may withdraw your consent to our use of cookies at any time by adjusting your browser’s privacy settings, however, some functionality on our sites may be disabled if you decline to accept cookies ( e.g. “necessary cookies”).

Opting Out of Cookies

By using the Sites and Services, you consent to the placement of the cookies referenced above. You can, however, set your browser to notify you when you receive a cookie, giving you the chance to decide whether or not to accept it. You may also change your cookie settings through preference options in our Sites and/or Services, where applicable. We will indicate that upon selecting your preferences, that we will use a cookie to remember your preferences.

Taxopia never gives away information about our users. If you choose to provide Personal Information about yourself, Taxopia will use this information only to communicate directly with you. Taxopia will not sell, rent or otherwise disclose that information to third parties unless such disclosure is necessary for the purposes set forth in this Policy, by law or a policy or notice contained or associated with a specific Site(s) and/or Service(s).

Location-Based Services

We may collect, use, and share (with Taxopia partners, service providers and licensees) precise location data, including the real-time location of your mobile or fixed location device.

Analytics Tools

We use analytics tools and other third party technologies, such as Google Analytics Cookies, to collect non-personal information in the form of various usage and user metrics when you use our online Sites and/or Services. These tools and technologies collect and analyse certain types of information, including cookies, IP addresses, device and software identifiers, referring and exit URLs, onsite behaviour and usage information, feature use metrics and statistics, usage history, mobile unique device ID, and other similar information.

The third party analytics companies who collect information on our Sites and/or Services and other online products and/or services may combine the information collected with other information they have independently collected from other websites and/or other online or mobile products and services relating to your activities across their network of websites as well as online and/or mobile products and services. Many of these companies collect and use information under their own privacy policies.

In addition to our use of technologies as described herein, we may permit certain third party companies to help us tailor advertising that we think may be of interest to you based on your use of Taxopia Sites and/or Services and to otherwise collect and use data about your use of Taxopia Sites and/or Services. For more information about this practice, please see the “Third Party Advertising Technologies” section below.

You may opt out of Google Analytics cookie by visiting the Google Analytics opt-out page.

Google has additional information available about their Remarketing Privacy Guidelines, and Restrictions.

2. How We Use Information

Generally, we use Personal Information to establish and enhance our relationship with our users through four main categories: (1) Communication; (2) Optimization; (3) Advertising; and (4) Sharing Features. Below, we provide some specific examples of how we use the Personal Information and other information we collect.

Communication and Responding to Requests

We use your information, including Personal Information to provide you with customer support, process transactions, respond to users’ requests, send newsletters and updates, send special offers and advertisements, seek your opinions and feedback, and connect users to Taxopia Sites and/or Services, and to products and services of our partners and licensees.

Optimization

We use your information, including Personal Information, behavioural metrics, and other non-personally identifiable information to operate, provide, improve, and maintain our Sites and Services, to develop new products and services, to prevent abuse and fraud, to personalize and display advertisements and other content for you, and for other administrative and internal business purposes.

Advertising

We use your information, including Personal Information, behavioural metrics, geo-location data, demographic data and marketing preferences to personalize and display advertisements and other content for you.

Sharing Features

We use your information, including Personal Information and any other information you submit directly or through passive means to provide you with various ways to connect and share content (e.g., web content , user generated videos, text, drawings, and screen and lecture captures, and quizzing features, media, tools, services and other products) with third parties. For example, we may provide you with the opportunity to email a link to certain content to another person. To use this feature, we may require you to provide certain Personal Information including your email address and the email address of each person to whom you send the link.

We also may allow you to share links to content with users of various third party services (e.g., social networking, search and sharing services). When sharing links using one of these third party services, if you are not already logged in to the third party service, you will need to supply login credentials for it. If you are not a registered user of the third party service, you will need to sign up for it. You are supplying the registration information or login credentials for the third party service directly to that third party, and not to us. By using any of these third party services to share links to content, you permit us to access, use and disclose any information relating to your account on each such third party service (such as your user name and profile information) that is available to us through the third party service, including through its application programming interface (API) pursuant to this Policy.

More Specifically, Taxopia Sites and/or Services may use interfaces with social media sites such as Facebook, LinkedIn, Twitter and others. If you choose to “like” or share information from the Taxopia Sites and/or Services through these services, you should review the privacy policy of that service. If you are a member of a social media site, the interfaces may allow the social media site to connect your site visit to your personally identifiable information resulting in the public display of the same.

3. When We Disclose Personal Information

We do not share Personal Information with third parties except in the limited circumstances described in this Policy.

Service Providers

We may provide Personal Information to third parties for their use in performing internal business functions (e.g., payment processing, customer service, maintenance, security, data analysis, email transmission, beta testing, or data hosting) on our behalf. Whenever possible, we require such third-parties to only collect and use Personal Information in accordance with this Policy, to maintain the confidentiality, security, and integrity of such Personal Information, and for no purpose other than providing us with our requested services.

Legal Requirements

We may disclose Personal Information if we have a good-faith belief that doing so is required by a subpoena, warrant, or other judicial or administrative order or otherwise required by law. Additionally, we may disclose Personal Information where we, in good faith, deem it appropriate or necessary to prevent violation of our Terms of Use or End User License Agreements, or our other agreements; take precautions against liability; protect our rights, property, or safety, or those of a partner, any individual or the general public; maintain and protect the security and integrity of our Site and/or Services or infrastructure; protect ourselves and our Site and/or Services from fraudulent, abusive, or unlawful uses; investigate and defend ourselves against third party claims or allegations; or assist government regulatory agencies.

Change of Ownership

Information about our users, including Personal Information, may be disclosed as part of any bankruptcy, merger, sale, transfer of company assets, acquisition, or similar transaction. In the event of such a transaction in which your Personal Information would be transferred to a third party, we will make reasonable efforts to notify you. For example, we will post a notice of the transfer of Personal Information on our Site and/or Services and, if we have your email address, we will send notice of the transfer of Personal Information to that email address.

4. Third Party Advertising Technologies

In addition to using cookies and related technologies as described above, we also may permit certain third party companies to help us tailor advertising that we think may be of interest to users and to collect and use other data about user activities on our Sites and/or Services (e.g., to allow them to tailor ads on third party services). These companies may deliver ads that might also place cookies and otherwise track user behaviour. These companies may use information about user behaviour in order to provide customized advertisements across various services and products. In the course of providing these services, products or placing advertisements, these third party companies may place or recognize a unique cookie on your computer, and may record information to these cookies based upon your activities on any of our Site and/or Services and on third party websites. Each of these companies uses this cookie information according to their own privacy and security policies. If you wish to not have this information used for the purpose of serving you targeted ads, you may opt-out as indicated in this Policy. Please note this does not opt you out of being delivered advertising. You will continue to receive generic ads.

6. Your Choices

Submitting Personal Information

If you do not want to submit Personal Information that is necessary to provide or use our Sites and/or Services or to fulfil your request, you will not be able to access and/or participate in certain Taxopia Sites and/or Services. For example, you will not be able to register for an account with us or access and/or use certain Taxopia product features or online services. In addition, your refusal to submit Personal Information may limit our ability to respond to your customer support inquiry in a timely fashion.

Editing Personal Information

You may, at any time, update, correct, or delete certain Personal Information that you have provided to us ontacting us at email address set forth in this Policy.

7. Security

We take reasonable measures, including the implementation and maintenance of physical, electronic, and managerial procedures, in an effort to assure the security, integrity, and accuracy of all Personal Information that we collect. Our efforts include procedures designed to avoid unauthorized access, alteration, misuse or disclosure of Personal Information.

If we learn of a security systems breach, we may attempt to notify you electronically so that you can take appropriate protective steps. By using the Taxopia Sites and/or Services covered by this Policy and providing Personal Information to us, you agree that we can communicate with you electronically regarding security, privacy and administrative issues relating to your account information and usage.

9. Access to Personal Information

You may view, correct, or delete the Personal Information Taxopia stores about you.. If you wish to obtain a report of the Personal Information Taxopia has about you, please send us a written request at the address set forth in this Policy.

13. Changes and Updates to This Policy

We may update this Policy from time to time. If we do, we will update the “effective date” at the top of the Policy. If we make material changes to how we use Personal Information, we will attempt to notify you of the change and to give you the opportunity to exercise choice as to how your Personal Information is used. We will post the updated Policy on the affected Sites and/or Service, and if we have your email address, we will send notice of the update to that email address.

We encourage you to review this Policy periodically to stay informed about our collection, use and disclosure of Personal Information. Your continued use of our Sites and/or Services or any other content, products or other services covered by this Policy constitutes your agreement to this Policy and any updates.

15. Enforcement

Taxopia regularly reviews its compliance with this Privacy Policy. Please feel free to direct any questions or concerns regarding this Policy or Taxopia’s treatment of Personal Information by contacting us through this Site at info@taxopia.com.au com opr by calling (03) 9005 4905. When Taxopia receives a formal written complaint at this address, it is Taxopia’s policy to contact the complaining party regarding his or her concerns. Taxopia will cooperate with the appropriate regulatory authorities, including local data protection authorities, to resolve any complaints regarding the transfer of personal data that cannot be resolved by Taxopia and an individual.

Taxopia does not guarantee error-free performance under this Privacy Policy. Taxopia will use reasonable efforts to comply with this Privacy Policy and will take prompt corrective action when Taxopia learns of any failure to comply with our Privacy Policy. Taxopia shall not be liable for any incidental, consequential or punitive damages relating to this Privacy Policy. This Privacy Policy shall be governed by the laws of Victoria and Australia, to the extent applicable.

16. Refund Policy

At Taxopia, we strive to provide high-quality services tailored to your specific needs. However, we understand that circumstances may arise where you may need to cancel or withdraw from a service. Our refund policy is designed to be fair to both our clients and our team who dedicate their time and expertise to your projects.

  1. Withdrawal Before the Start of Processing
    If you decide to withdraw your request before we begin processing, you will be eligible for a partial refund of 90% of the total service fee. A 10% fee will be retained to cover the administrative time and resources already allocated to accommodate your job.
  2. Withdrawal After Processing Has Commenced
    If you choose to withdraw after we have started processing your job but before it has been completed, the refund will be calculated based on the percentage of completion. You will be charged proportionally according to the progress made on the job up to the point of withdrawal.
  3. Completion and Non-Refundable Services
    Once your tax return, registration, deregistration, or any other service has reached the collation stage, it is considered fully completed, even if you have not yet signed off on it. At this point, the service is 100% non-refundable.
  4. Refund Processing Time
    Please note that refund processing may take between 5 to 25 business days from the date of the refund request. The time frame depends on the nature of the service and the payment method used.

We value your business and are committed to providing the best possible service. Please contact us if you have any questions or concerns regarding this policy.1

o For any inquiries, please call: 1300 829 674 or fill out our online form

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Please note that ALL our plans exclude the following:

If any of these exclusions apply to your businesses, please contact us, and we would be happy to provide you with a customised quote for any additional work.

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* Standard Package pricing conditions ($800+ GST):

Please note that ALL our plans exclude the following:

If any of these exclusions apply to your businesses, please contact us, and we would be happy to provide you with a customised quote for any additional work.

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* Basic Package pricing conditions: ($400+ GST):

If you do not qualify for this option, you will need to consider our Standard Package ($800+ GST).

Please note that ALL our plans exclude the following:

Please contact us for a customised quote if you require help on any of the excluded items.

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