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 |
| Act2 Solutions | SMSF Actuarial Services | Australia | https://www.act2.com.au/ |
| Accurri Pty Limited | Statutory Financial Reporting Tool | Australia | https://accurri.com/ |
| Agrimaster | Agrimaster | Australia | https://www.agrimaster.com.au/ |
| ApprovalMax | Accounts payable/receivable tool | EU | https://www.agrimaster.com.au/ |
| ATO Smart Docs | ATO Documentation Automation Software | Australia | https://ipracticeapps.com/ |
| BGL Corporate Solutions | Corporate Secretarial Software | Australia | https://www.bglcorp.com |
| Business Fitness Workpapers | Electronic workpaper software | Australia | https://www.businessfitness.com.au/ |
| 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/ |
| CrowdStrike | Security Information and Event Management | Not publicly disclosed | https://www.crowdstrike.com/ |
| Dext Receipt Bank | Administration | Australia | https://dext.com/au |
| Etani | AI-Powered Business Reporting | Asia Pacific | https://etani.ai |
| Extractly.ai | Audit Software | Australia | https://www.caseware.com/products/extractly/ |
| Futrli | Business Management Tool | Australia | https://www.futrli.com |
| Fusedocs | Automated Document Collation | Australia | https://www.fuse.work |
| Fusesign | Digital signature tool | Australia | https://www.fuse.work |
| FYI Docs | Automated document & practice management | Australia & London | https://fyi.app |
| HubDoc from Xero | Document management and data capture | Asia Pacific | ttps://www.hubdoc.com/about |
| Jet Convert | Accounting software conversions | Australia | https://jetconvert.com |
| Microsoft Dynamics 365 – Customer Insights Journey | Marketing customer experience software | Asia Pacific | https://www.microsoft.com/en-au/ |
| Microsoft Office 365 | (including Outlook, Excel, Word, OneNote, Planner etc.) | Asia Pacific | https://www.microsoft.com |
| Mimecast | Communications | Asia Pacific | https://www.mimecast.com.au/ |
| MYOB Australia Pty Ltd | Practice Management Software / Accounting Software | Australia | https://www.myob.com.au |
| MYOB Banklink | Data Feed Software | Australia | https://www.banklink.com.au |
| Node One | Communications | Australia | https://nodeone.com.au/ |
| NTAA Corporate | Trust Deeds/Legal Documents | Australia | https://ntaacorporate.com.au/ |
| Quickbooks | Accounting Software | Australia | https://quickbooks.intuit.com/au/ |
| Panthercorp Pty Ltd | Trust Deeds/Legal Documents | Australia | https://www.panthercorp.com.au |
| Rechargly | Automated disbursement recharges | England & Europe | https://www.rechargly.com |
| Syft | AI Financial Reporting Analytics | US | https://www.syftanalytics.com |
| Telstra | Cloud Services, Data Network and Communications | Asia Pacific | https://www.telstra.com.au/ |
| TPG Telecom | Data Network | Australia | https://www.tpgtelecom.com.au/ |
| Twilio | Communications | North America | https://www.twilio.com/ |
| Xero Pty Ltd | Accounting Software | Asia Pacific | https://www.xero.com |
| Xonboard | Employee onboarding for Xero payroll | Asia Pacific | https://www.xonboard.com.au |
| Other Third Party Providers | Nature of the services provided | Location of where services are performed | Website |
| BYond | SMSF Administration | ||
| Chris Hogan & Co / Superannuation Pty Ltd | Superannuation Trust Deeds/Legal Documents | Australia | https://chco.com.au/ |
| Reliance Auditing Services Pty Ltd | Audit | Australia | https://www.relianceauditing.com.au/ |
| The Outsourced Accountant | Accounting & Administration | Phillipines | https://www.theoutsourcedaccountant.com |