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 | Tax audit insurance | Australia | https://www.accountancyinsurance.co.nz/ |
| AplyID | Identity verification software | Australia | https://www.aplyid.com/nz |
| Asana | Workflow management software | North America | https://asana.com/ |
| Caseware Cloud | Audit workpapers | Australia & North America | https://www.caseware.com.au/product/caseware-cloud/ |
| CCH Entities | Companies & Trusts Software | Australia | https://cchentities.com/ |
| CCH iFirm | Practice Management | Australia | https://www.wolterskluwer.com/en-nz/solutions/cch-ifirm-apac |
| Centrix | Identity verification software | Australia | https://www.centrix.co.nz/ |
| Cradle Accounting | Lease accounting software | North America & Canada | https://www.cradleaccounting.com/ |
| Data Zoo | Identity verification software | Asia Pacific | https://www.datazoo.com/ |
| Extractly | Document processing | Australia | https://extractly.ai/ |
| FuseSign | E-Sign application | Australia | https://www.fusesign.com/ |
| Futrli | Accounting Forecasting Software | Australia & United Kingdom | https://www.futrli.com |
| Marketo | Marketing Tool | Australia & North America | https://business.adobe.com |
| Microsoft Office 365 | Office365 applications | Australia | https://www.office.com/ |
| ShareFile | Secure file sharing tool | Asia Pacific | https://www.sharefile.com/ |
| Smartly Payroll | Payroll admin for clients | Australia & New Zealand | https://smartly.co.nz/ |
| Spotlight Reporting | Business Intelligence & forecasting | Australia | https://www.spotlightreporting.com/ |
| Tax Traders | Tax Pooling Services | Australia | https://home.taxtraders.co.nz/ |
| Thankyou Payroll | Payroll admin for clients | Australia & New Zealand | https://www.thankyoupayroll.co.nz/ |
| TMNZ | Tax Pooling Services | New Zealand | https://www.tmnz.co.nz/ |
| Vigilance | AML document software | Australia | https://www.vigilance.co.nz/ |
| XERO | Bookkeeping software | Asia Pacific | https://www.xero.com/ |
| Xero Practice Manager | Practice Management software | Asia Pacific | https://www.xero.com/nz/xero-practice-manager/ |
| Other Third Party Providers | Nature of the services provided | Physical location of servers | Website |
| Connect Outsourcing | Client Accounting | New Zealand | https://www.connectworks.com/ |
| The Outsourced Accountant | Client Accounting & Administration | Phillipines | https://toaglobal.com/ |
Updated as at 8 March 2024
