We may utilise third party services, including those detailed below and other third parties from time to time and as separately notified to you, to perform the services. In utilising these third party services, we provide these third parties with access to your data to the extent this is required to perform the services. This requires information being sent to our service providers in accordance with our Privacy Policy.
We will take reasonable steps to ensure any such recipient (other than a regulatory body) keeps such information confidential on the same basis we maintain in respect to your information.
| Service Provider | Location of Data | Nature of Service |
| Xero Limited | Cloud | Bank statement transactions; accounting, tax, GST and financial transactions and reports. Client names/addresses and other data. Electronic lodgment of tax related data with IRD. Workpapers, calculations and reports on financial and tax related balances. |
| Vinet Limited | NZ & Australia | Outsourced IT Services |
| Microsoft 365 | Cloud | Document management software and processing tools |
| 2Shakes | Cloud | AML processing and customer due diligence |
| SmartPayroll | Cloud | Payroll software |
| TMNZ and Tax Traders | Cloud | Tax pooling solutions, including provisional tax tool |
| AuditShield | Cloud | Accounting assurance |
| The Backroom | Cloud | General offshore accounting services |
| Brandt Taxation Limited | Cloud | Specialist tax advice |
| FYI Docs | Cloud | General document storage linked to Sharepoint (Microsoft 365) |