At Scale Suite, protecting your data and earning your trust are fundamental to our operations. As a registered BAS Agent with the Tax Practitioners Board (TPB) and a holder of a Certificate of Public Practice from Chartered Accountants Australia and New Zealand (CAANZ), we leverage secure third-party tools and adhere to rigorous professional standards to safeguard your information responsibly.
Our Security Measures
We prioritise data protection through practical measures and reliance on established, secure services, including:
- Data Encryption via Trusted Services: We use reputable third-party platforms like Google Workspace and Xero, which apply industry-standard encryption to protect data both at rest and in transit, helping prevent unauthorised access.
- Multi-Factor Authentication (MFA): We require MFA for system access, providing an extra layer of verification through methods such as passwords combined with mobile authentication.
- Strong Password Policies: Complex, unique passwords are enforced and updated regularly to reduce the risk of unauthorised entry.
- Device Security: All team devices are secured with access controls, locked when not in use, and equipped with up-to-date protective software to monitor for potential issues.
- Secure Cloud Infrastructure: Our operations run on reliable cloud-based systems from trusted providers, ensuring data is handled in compliant environments with built-in security features.
- Access Control Policies: We implement role-based access to ensure only authorised personnel can view or handle specific information, minimising internal risks.
- Data Backup and Recovery: Through our third-party services, we benefit from regular, secure backups to support continuity and data integrity in case of unforeseen events.
- Incident Response Approach: We follow structured processes to identify and address any security concerns promptly, drawing on professional guidelines.
Compliance with Professional Standards
As a registered BAS Agent with the TPB, Scale Suite upholds the ethical and operational benchmarks set out in the Code of Professional Conduct. This framework guides us in maintaining confidentiality, integrity, and competence in all services. To sustain our registration, we fulfil:
- Ongoing Registration Obligations, aligning our practices with TPB expectations for ethical service delivery.
- Continuing Professional Education (CPE), completing at least 45 hours of relevant education every three years to remain up-to-date with tax and BAS developments.
- Regular internal reviews and audits to verify adherence to TPB standards on professional conduct, client care, and secure record management.
- TPB guidelines on client data handling, which emphasise secure storage and appropriate use of information.
In addition, as a CAANZ Certificate of Public Practice holder, we commit to comprehensive standards that promote quality, ethics, and accountability, including:
- Certificate of Public Practice Requirements, requiring us to follow ethical and operational norms for public accounting.
- Engagement in the Quality and Practice Review Program, with periodic assessments to uphold service consistency and compliance.
- Holding Professional Indemnity Insurance to offer protection against potential professional oversights.
- Dedication to Continuing Professional Development (CPD), achieving a minimum of 120 hours over three years (at least 20 annually) to build ongoing expertise in accounting and related fields.
- Compliance with CAANZ’s Member Obligations, fostering transparency, ethical behaviour, and accountability in client dealings.
- Alignment with CAANZ’s Code of Ethics, which directs professional conduct, client relationships, and data handling responsibilities.
These compliances ensure we operate with the highest levels of professionalism and data care.
Our Commitment to You
Scale Suite is built on a foundation of trust, and we demonstrate this through:
- Transparency: We openly share details on our data handling practices, so you understand how your information is protected and used.
- Client-Centric Service: Every process is tailored to deliver secure, efficient BAS and accounting support that meets your business needs.
- Proactive Protection: By relying on secure third-party tools and staying compliant, we address potential risks thoughtfully and consistently.
- Confidentiality: We treat all client data with strict care, in full accordance with TPB and CAANZ requirements for privacy and security.
- Accountability: Our professional standards and insurance provide reassurance that we stand behind our services fully.
- Accessibility: Reach out anytime with questions on our practices or compliance - we're here at hello@scalesuite.com.au.
- Continuous Improvement: We regularly assess our approaches to enhance service quality, security, and alignment with best practices.
- Client Empowerment: We offer insights into how our secure methods and compliances support your business, helping you feel confident in our partnership.
- Reliability: Count on us for consistent, professional handling of your data, backed by established standards and tools.
Your confidence in us drives everything we do. Through practical security measures, trusted services, and unwavering compliance with TPB and CAANZ, Scale Suite delivers the protection and support your business deserves.
Contacting Us
Scale Suite welcomes your feedback and questions about this Data Security & Compliance Policy. For further information, please contact us using hello@scalesuite.com.au.
