Last updated: 8 August 2026.
LedgerWise AI ("we", "us", "our") respects your privacy. This policy explains what personal information we collect through this website, how we use it, and the choices you have. We handle personal information in accordance with the Australian Privacy Principles under the Privacy Act 1988 (Cth).
What we collect
Information you give us. When you submit the consultation form on this website we collect your name, your email address, and whatever you choose to write in the free-text field. That is the only form on the site.
Information collected automatically. Our hosting provider records standard server logs, including IP address, browser type and pages requested, for security and operational purposes. Where website analytics are in use, they are configured to measure aggregate site usage rather than to identify individuals.
What we do not collect. We do not ask for and do not want tax file numbers, client financial records, identity documents or banking credentials through this website. Please do not include them in the form. If you send them to us anyway, we will delete them.
How we use it
We use the information you submit to respond to your enquiry, arrange and conduct a consultation, and follow up about our services. We do not sell personal information, and we do not share it with third parties for their own marketing.
Who we share it with
We use a small number of service providers to operate this site and communicate with you. At the date of this policy those are our website host and our transactional email provider, which processes the message generated when you submit the form. These providers act on our instructions and may store data outside Australia. We take reasonable steps to ensure they handle personal information consistently with the Australian Privacy Principles.
We may also disclose personal information where required or authorised by law.
How long we keep it
We keep enquiry correspondence for as long as needed to respond to you and to maintain a record of our business dealings, and then destroy or de-identify it when it is no longer required.
Cookies
This website does not use cookies to track you across other sites, and it does not run advertising cookies. Where analytics are used, they are limited to understanding aggregate site usage. You can block or delete cookies through your browser settings; the site works without them.
Client engagements
This policy covers information collected through this website. Where we work with an accounting firm under an engagement, the handling of that firm's client information is governed by the engagement terms and any confidentiality and data-handling arrangements agreed in writing, in addition to our obligations under the Privacy Act.
Because our clients are typically registered tax and BAS agents, we design our engagements around their obligations under the Tax Agent Services Act 2009 and the Tax Agent Services (Code of Professional Conduct) Determination 2024 — including the requirement to obtain client permission before their information is disclosed to a third party.
Security
We take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
Accessing and correcting your information
You can ask us what personal information we hold about you, ask us to correct it, or ask us to delete it. Email theledgerwiseai@gmail.com and we will respond within a reasonable period.
Complaints
If you believe we have mishandled your personal information, contact us at theledgerwiseai@gmail.com and we will investigate. If you are not satisfied with our response, you can complain to the Office of the Australian Information Commissioner at oaic.gov.au.
Changes to this policy
We may update this policy from time to time. The current version is always the one published on this page, with the date it was last updated shown at the top.
Contact
LedgerWise AI
Sydney, NSW, Australia
Email: theledgerwiseai@gmail.com