Your Ledgers Lane
Privacy Policy
1. Our Policy
a) This Privacy Policy sets out the commitment of Amy Jean Borchard trading as Your Ledgers Lane (ABN 71 255 997 549) (“we”, “us”, “our”) to protecting the privacy of personal information we collect about you, the person disclosing their personal information to us (“you”, “your”), including through:
I. our website located at www.yourledgerslane.com (“the Website”);
II. through the provision of our bookkeeping services to you; and/or
III. directly from you.
b) Please read this Privacy Policy carefully and contact us at amy@yourledgerslane.com if you have any questions, or if you would like to request a copy.
c) As a business that collects certain personal information (such as tax file numbers), we are bound by the legal requirements of the Australian Privacy Principles set out in the Privacy Act 1988 (Cth) (“the Act”).
d) If you do not wish for your personal information to be collected in a way anticipated by this Privacy Policy, we may not be in a position to provide our services to you.
e) In some circumstances, you may request to be anonymous or to use a pseudonym, unless it is impracticable for us to deal with you, or if we are required or authorised by law to deal with identified individuals.
f) By providing us with personal information, you are telling us that:
I. you have had sufficient time to access this Privacy Policy; and
II. you have read and accepted this Privacy Policy; and
III. you consent to the collection, use, storage and disclosure of Your personal information as set out in this Privacy Policy.
g) If you do not want to provide personal information to us, or if you do not agree to this Privacy Policy, then you do not have to disclose your personal information to us.
h) Please be aware if you do not provide us with your personal information, this may impact how you use our website and or how you access our services.
i) We can change this Privacy Policy at any time by posting an updated version on our website or by notifying you directly.
Links
j) To help you find more information, we sometimes include links to other helpful websites from our Website. Please note that this Privacy Policy only applies to information that we collect on our Website (not any other site).
k) As we are not responsible for data collection on those other sites, our Privacy Policy will not apply. We cannot guarantee any of the privacy practices of other websites, so please be safe and make sure you read their privacy policy before giving them your personal information.
Opting out
l) From time to time, we will send you newsletters, invitations and updates. If you do not want to receive these communications, you can always opt out by clicking the ‘unsubscribe’ button at any time. You can also opt out by emailing us at amy@yourledgerslane.com.
Making a complaint
m) We can provide you with a copy of the Australian Privacy Principles, which describe your rights and how your personal information should be handled, on request.
n) If you believe we’ve breached this policy and want to make a complaint, please email us at amy@yourledgerslane.com.
o) If you’re not happy with our response, you can also make a formal complaint with the Office of the Australian Information Commissioner by:
I. phone on 1300 363 992; or
II. online by completing the Privacy Complaint Form; or
III. by post to Office of the Australia Information Commissioner, GPO BOX 5288, Sydney NSW 2001.
Contacting Us
p) If you have any questions or need to provide us with notice, please contact us by email at amy@yourledgerslane.com.
2. Types of Information We Collect
Personal information
a) Unless you are a client who has engaged us or who has otherwise disclosed personal information to us, we will only collect personal information as follows:
Type of information
This may include:
Identity data
Name, date of birth
Demographic data
Address (location)
Contact data
Your address, billing address, email address and telephone number
Technical data
Internet protocol (IP) address, login data, browser type and version, operating system and platform and other technology on the device you use to access our website
Usage data
How you use our website, and products and services
Marketing and communication data
Your marketing preferences (including about third-parties) and your communication preferences
b) Where you engage us for services, we will collect certain types of personal information from you as set out in the table below:
Type of information
This may include:
Identity data
Your name, date of birth and photographic identification.
Employment information
Your occupation
Demographic data
Age and address (location)
Contact data
Your address, billing address, email address and telephone number
Transaction data
Payment details to and from you, your bank account details, details of product and service purchase and transaction history
Technical data
Internet protocol (IP) address, login data, browser type and version, operating system and platform and other technology on the device you use to access our website
Usage data
How you use our website, and products and services
Marketing and communication data
Your marketing preferences (including about third-parties) and your communication preferences
Government identifiers
Licence, Passport, Tax File Number (TFN)
Bookkeeping information
Bank account details, income, expenses, tax records including your TFN, superannuation records, company records and accounts, trust records and accounts, partnership records and accounts SMSF records and accounts, BAS and ASIC records.
3. How We Collect Your Personal Information
a) We are committed to using lawful and fair means to collect your personal information and in collecting it from others only when it’s unreasonable or impracticable to obtain that information directly from you.
Personal information
b) We collect personal information from you when you:
I. visit our website;
II. make an enquiry with us via our website, by email, web enquiry form, social media, or telephone;
III. complete an intake form;
IV. purchase a product or service from us;
V. sign-up to our marketing subscription (such as an email list, newsletter, etc).
Cookies and other trackers
c) From time to time, third-parties may use technology such as cookies, web beacons, or similar, to collect or receive information from you, from our Website, or elsewhere on the internet in order to provide measurement services and targeted advertising such as Facebook Pixel, Google Analytics and AdWords.
d) If we receive your personal information from a third-party, we will protect it as set out in this Privacy Policy.
e) We will destroy or de-identify your information where we form the opinion that it’s been provided to us unlawfully or unfairly.
4. Why We Collect, Hold, Use and Disclose Your Personal Information
a) We collect, hold, use, and disclose your information as is reasonably necessary for us to run our business, including to:
I. contact and communicate with clients and potential clients;
II. to ensure that We are the right fit for our clients and determine your suitability for our services;
III. provide you with our products or services;
IV. verify your identity;
V. maintain a database of customers, subscribers, loyalty program members, or similar;
VI. market to you and others (including remarketing – such as using a Facebook Pixel or similar to display our advertising to you elsewhere on the internet, for example on Facebook or Google);
VII. keep internal records;
VIII. improve your customer service experience;
IX. process refunds;
X. help us improve, monitor and evaluate our website and business (including to train our team) and for other statistical purposes;
XI. verify transactions to limit our exposure to risk of or actual fraudulent activity; and
XII. as required by law.
b) Where we use personal information for the purposes of training, we will only use de-identified information.
c) We never sell or rent personal information we collect.
d) We receive your personal information and share this with the necessary entities to deliver our goods and services, such as:
a. the Australian Taxation Office;
b. the Australian Securities and Investments Commission; and
c. bookkeeping software providers such as:
i. Xero Australia;
ii. MYOB;
iii. QuickBooks;
iv. Reckon.
5. How We Hold and Protect Your Personal Information
How we store personal information
a) We store all personal information we collect electronically, including on or within:
I. dedicated information storage software, such as client relationship management (CRM) software; and
II. the backend of our website; and
III. the backend of our social media accounts, such as Facebook and Instagram.
Security
b) We are committed to ensuring that your personal information is secure and protected from misuse, interference, loss and unauthorised access, modification or disclosure.
c) We undertake the following precautions to protect personal information we hold:
I. our website contains pages encrypted with SSL (Secure Sockets Layer) to ensure the safety of any data that is submitted through use of this Website;
II. we limit access to personal information to a “need-to-know” basis;
III. the backend of our website is password protected;
IV. we use 2-factor authentication to secure our online systems;
V. we protect devices we use to collect, hold, use and disclose personal information with industry-standard anti-virus software;
VI. our devices are protected by passwords and are stored in secure premises;
VII. data is securely stored on cloud servers;
VIII. all hard copies of personal information are kept in secure storage with access by authorised personnel only;
IX. all conversations involving the discussion of personal information take place in private, where conversations are unable to be overheard by unauthorised personnel; and
X. unless required by law (for example if You purchase our services, we will need to retain those files for 7 years from the date of our last interaction with your file), if we no longer need personal information, we take reasonable steps to delete or de-identify the information.
Data breaches
d) If a data breach occurs involving personal information and the breach is likely to cause harm, we will notify the individual as soon as possible after the occurrence in accordance with our obligations under the Privacy Act and related legislation.
e) While we take commercially reasonable measures to maintain a secure Website, electronic communications and databases are subject to errors, tampering and break-ins, and we cannot guarantee or warrant that such events will not take place and we will not be liable to you for any such occurrences.
Your Consent
a) We request your consent to the processing of your personal data for the purposes set out in this Privacy Policy.
b) You give us consent to process your personal data. You can withdraw that consent at any time by sending an email to amy@yourledgerslane.com. If you ask us to, we will stop using your personal data as soon as possible.
Our use of cookies
a) As you probably know, a cookie is a small text file that’s placed on your computer to help us remember your preferences, like your login information or location.
b) Cookies are used for a variety of reasons. We use cookies to make it easier and faster for you to use our Website.
c) We also use cookies for security purposes to protect you online. We may also use cookies to display advertisements to you elsewhere on the internet.
d) You can block the use of cookies by selecting the appropriate settings on your browser. You can opt out of third-party vendor cookies by visiting Your Google Ad settings or http://www.networkadvertising.org/managing/opt_out.asp.
e) Please note that the Website may not work as well for you if you disable cookies.
Access, Correction and Deletion
Access
a) You can request the details of personal information that we hold about you in certain circumstances set out in the Act. We may refuse to provide you with information that we hold in certain circumstances set out in the Act.
b) Otherwise, we will provide access to the information if it is reasonable and practicable to do so. In most cases we will do this free of charge, but if your request requires significant effort or expense on our part, we may ask for compensation for that.
Correction
c) If you believe that any information we hold about you is inaccurate, out of date, incomplete, irrelevant or misleading, please contact us at amy@yourledgerslane.com.
d) We will endeavour to promptly correct any information found to be inaccurate, incomplete, or out of date and to notify of the correction, unless it is impracticable or unlawful to do so.
Deletion
e) If you want us to delete personal information we hold about you or to not collect information from you for a specific purpose, please contact us at amy@yourledgerslane.com.
f) Please be aware that if you have purchased services from us, we are required by law to hold your client file for a period of 5 years from the date of our last interaction with your file. We are prevented by law from deleting these records during that period.
g) For information that does not relate to a purchaser, such as in circumstances where you have signed up for our mailing list or made an enquiry with us, we may process your request in accordance with this Privacy Policy.
h) Please note that if we agree to delete information, because of backups and records of deletions, it may be impossible to completely delete the information without retaining some residual information.
i) We will respond to any request to access, correct or delete information within a reasonable time.
This privacy policy was last updated: September 2025.