Privacy Policy

ProfitWis Pty Ltd (ABN 77 690 086 545) ("ProfitWis", "we", "us", "our") is committed to protecting the privacy of individuals who interact with our website, platform, and services.

This Privacy Policy explains how we collect, use, store, disclose, and manage personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles ("APPs").

This Privacy Policy forms part of our Terms of Service.

By accessing or using our website, platform, or services, you acknowledge that you have read and understood this Privacy Policy.

This Privacy Policy applies to:

• visitors to the ProfitWis website;
• users of the ProfitWis platform and services;
• account holders and subscribers; and
• individuals who communicate or engage with ProfitWis.

This Privacy Policy does not apply to third-party websites, platforms, products, or services that may be linked to or integrated with the Program and which operate under their own privacy policies.

Where users upload financial documents, records, or other information containing personal information relating to clients, customers, employees, or other third parties, users are responsible for ensuring they have appropriate authority, consent, or lawful basis to provide such information to ProfitWis.

ProfitWis processes such information solely for the purpose of providing the Program and related services to the relevant user.

ProfitWis adopts a data minimisation approach and seeks to limit collection of personal information and sensitive information to what is reasonably necessary to operate the Program and provide services.

Unless reasonably required for a lawful purpose, we do not intentionally request, collect, or store:

• Tax File Numbers (TFNs);
• government-issued identifiers;
• banking login credentials or passwords; or
• unrelated sensitive information.

Users should avoid uploading unnecessary personal or sensitive information unless reasonably required for their intended use of the Program.

We may collect limited personal information reasonably necessary to operate our business and services, including:

• individual or business names;
• email addresses;
• telephone numbers;
• business, accounting, or practice details;
• account and subscription information;
• support or enquiry communications; and
• usage-related information, such as report activity or platform interactions.

We may also collect technical and device-related information, including:

• IP address;
• browser type;
• device information;
• operating system;
• session activity;
• access times; and
• referring pages or URLs.

Where users voluntarily upload financial documents, reports, or records to the Program, such information is processed solely for operation of the Program and related platform functionality.

We may collect personal information:

• directly from you when you contact us, create an account, subscribe, upload information, or use the Program;
• automatically through cookies, analytics tools, authentication systems, and standard website technologies; or
• from third-party providers involved in payment processing, hosting, authentication, communications, or platform operations.

We do not collect personal information through unlawful, unfair, or unreasonably intrusive means.

We may use personal information for purposes including:

• providing, operating, maintaining, and administering the Program;
• processing subscriptions, payments, and account access;
• generating reports and platform outputs;
• communicating with users;
• responding to support requests or enquiries;
• improving platform functionality, performance, and user experience;
• monitoring security, fraud prevention, and system integrity;
• conducting internal analysis and business operations; and
• complying with legal and regulatory obligations.

Certain Program functionality may involve artificial intelligence, automated systems, or machine-assisted processing to analyse, generate, or process user-provided information solely for operation of the Program and related functionality.

Where permitted by applicable law, we may also use personal information to communicate information about products, services, updates, or features that may be relevant to users.

Users may opt out of marketing communications at any time using unsubscribe functionality or by contacting us directly.

We do not sell or rent personal information.

We may disclose personal information to trusted third-party service providers who assist us in operating the Program or our business, including providers involved in:

• cloud hosting and infrastructure;
• payment processing;
• analytics and performance monitoring;
• communications and email delivery;
• customer support;
• security and fraud prevention; or
• technical platform operations.

Payment card details are processed directly by third-party payment providers and are not stored by ProfitWis.

Such providers are subject to contractual, confidentiality, security, or legal obligations where reasonably appropriate.

We may also disclose information:

• where required or authorised by law;
• to comply with legal obligations or lawful requests;
• to protect legal rights or enforce agreements; or
• to prevent fraud, unlawful activity, or security risks.

ProfitWis does not disclose personal information to the Australian Taxation Office (ATO) unless legally required to do so.

Some service providers or cloud infrastructure providers used by ProfitWis may store, process, back up, or access information in Australia, the United States, or other jurisdictions.

Where overseas disclosure or processing occurs, ProfitWis takes reasonable steps to ensure personal information is handled in a manner consistent with applicable privacy obligations and appropriate security standards.

Our website and Program may use cookies, authentication technologies, analytics tools, and similar technologies to:

• maintain user sessions;
• improve functionality and performance;
• monitor usage patterns;
• enhance security; and
• collect analytics and operational data.

Users may configure browser settings to refuse or limit cookies; however, some functionality of the Program or website may be affected.

ProfitWis takes reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.

Security measures may include access controls, authentication systems, encryption, monitoring systems, hosting safeguards, and operational security procedures.

However, no method of electronic transmission, storage, or internet-based system is completely secure, and we cannot guarantee absolute security.

In the event of an eligible data breach under the Privacy Act 1988 (Cth), ProfitWis will comply with its obligations under the Notifiable Data Breaches scheme, including notification requirements where required by law.

We retain personal information only for as long as reasonably necessary for operational, legal, regulatory, security, dispute resolution, backup retention, fraud prevention, or legitimate business purposes.

Residual copies of information may remain temporarily within backup or disaster recovery systems before being automatically overwritten or deleted.

You may request access to, or correction of, personal information we hold about you by contacting us in writing.

We may require verification of identity before processing requests and may refuse requests in circumstances permitted by law.

We will respond to requests for access or correction within a reasonable period and generally within 30 days, unless additional time is reasonably required.

If you have a privacy-related complaint, concern, or enquiry, please contact us first so we can attempt to resolve the issue.

We will take reasonable steps to respond to complaints within a reasonable timeframe.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner ("OAIC").

Office of the Australian Information Commissioner (OAIC)

Users may request deletion of their account or personal information by contacting ProfitWis at:

Email: info@profitwis.com.au

ProfitWis will take reasonable steps to process deletion requests within 30 days, subject to:

• legal and regulatory obligations;
• fraud prevention requirements;
• dispute resolution requirements;
• security and operational requirements;
• technical limitations; and
• backup retention processes.

Certain residual copies of information may temporarily remain within backup or disaster recovery systems before automatic deletion occurs.

ProfitWis may update or modify this Privacy Policy from time to time.

The current version of this Privacy Policy will be published on our website or within the Program.

Where material changes are made, ProfitWis will take reasonable steps, where reasonably practicable, to notify users through email notification, dashboard notice, website notice, or prominent notice within the Program.

For privacy-related enquiries, requests, or complaints, please contact:

ProfitWis Pty Ltd
Email: info@profitwis.com.au