This privacy statement explains how the accountancy practice collects, stores, uses and shares your personal and business information. It also explains how to access and update your personal and business information, and where to go for further information.

Personal and business information submitted to us.

The accountancy practice collects personal and business information from people visiting our the practice, supplying financial information, accessing government databases, financial institutions, and accounting software. We only collect the information necessary to provide our services.

We only collect the information necessary to provide our services, which includes preparation and analysis of financial reports and tax returns, and giving business advice.

We may collect personal and business information directly from you when you visit our practice, deliver records to us, give us authorisation to link into government databases, collect financial information from financial organisations, read and analyse data held on accounting software.

Mainly financial transactions, and personal identification.

We protect our data with all reasonable technical and process controls.

We will only use and share personal and business information where necessary to carry out the functions for which we collected it or if required by law.

You can ask us for a copy of your personal and business information at any time. We will be as open as we can with you but must also ensure we meet our secrecy and professional obligations.

You also have the right to ask for it to be corrected if you think it is wrong.

If you’d like to ask for a copy of your information or to have it corrected, please contact us at privacy@lawson.org.nz

You can also write to:The Privacy OfficerLawson PO Box 462Timaru 7940

We may update this privacy statement from time to time, for example to reflect changes to the Privacy Act, so feel free to check in again occasionally to see what might have changed. This statement was last updated in March 2023.