Australia

In order to perform our services we may utilise outsourced service providers and cloud computing service providers. When we do, we may provide these third parties with access to your data to the extent that is required to perform the services.

Please see below details of the third parties that may be used, together with a description of their services and physical location of the servers where your data may be stored.

If third parties other than those noted below are used to provide your services, we will notify you separately.

Cloud Service Provider Nature of the Services Provided Physical location of the Servers Website
Accountancy Insurance Client Tax Audit Insurance Asia Pacific https://www.accountancyinsurance.com.au
Accurium SMSF Actuarial Services Asia Pacific https://www.accurium.com.au/
Accurri Pty Limited Statutory Financial Reporting Tool Australia https://accurri.com/
Adobe Sign eSignature Tool Australia https://www.adobe.com/au/sign.html
Ansarada Virtual data room Australia www.ansarada.com
ApprovalMax Accounts payable and receivable tool Software EU https://www.approvalmax.com/
APS Practice Management Software Australia https://www.reckon.com/au/
ATO SmartDocs Processing of financial data Microsoft Azure, Canberra https://ipracticeapps.com/ato-smartdocs
BGL Corporate Solutions SMSF Administration Software/Corporate Secretarial Software Australia https://www.bglcorp.com
CaseWare Australia & New Zealand Audit Software Australia & North America https://www.caseware.com/
Class Super Pty Ltd SMSF Administration Software/Documentation Supplier Asia Pacific https://www.class.com.au/
Confirmation.com Confirmations from financial institutions US https://www.confirmation.com/
Core IPS Formal Insolvency and Bankruptcy case management software Australia https://coreaustralia.com.au/
Cradle Accounting Lease accounting software https://www.cradleaccounting.com/
DocuSign eSignature Tool Asia Pacific https://www.docusign.com.au/
Employment Hero HR Software Australia https://employmenthero.com/
Eventbrite Marketing Tool US https://www.eventbrite.com.au
Fee Synergy Debtor Management Software & Finance Solution Australia https://feesynergy.com.au/
FinaMetrica Risk Tolerance Testing Tool US https://www.riskprofiling.com/
Futrli Business Management Tool Australia https://www.futrli.com
HubDocs Business Management Tool Software Asia Pacific https://www.hubdoc.com/
HubShare Client Portal software Australia https://hubshare.com/en/
iManage Document Management System Australia https://imanage.com/
InfoTrack Proof of identity Australia https://www.infotrack.com.au/
Intralinks Secure document sharing Asia Pacific https://www.intralinks.com/
Marketo Marketing Tool Australia & North America https://au.marketo.com
Microsoft Office 365 (including Outlook, Excel, Word, OneNote, Planner etc.) Asia Pacific https://www.microsoft.com
MYOB Australia Pty Ltd Accounting Software Australia https://www.myob.com.au
MYOB Banklink Data Feed Software Australia https://www.banklink.com.au
myWorkpapers Electronic workpaper software Australia https://www.myworkpapers.com/au/
Receipt Bank Business Management Tool https://www.receipt-bank.com
ShareFile Secure File Sharing Tool Asia Pacific https://www.sharefile.com/secure-file-sharing
SharePoint Asia Pacific
Spotlight Business Management Tool Australia https://spotlightreporting.com
Valutico Valuation tool EU https://www.valutico.com/
Worksorted Financial Planning software Australia https://www.worksorted.com/
Xero Pty Ltd Accounting Software Asia Pacific https://www.xero.com
Xplan Financial Planning Software Australia https://www.iress.com/software/financial-advice/xplan/
Other Third Party Providers Nature of the services provided Location of where services are performed Website
Makosi External Audit Talent South Africa https://makosi.com/
The Outsourced Accountant Accounting & Administration Phillipines https://www.theoutsourcedaccountant.com

Updated as at 1 August 2023