Want to add a statement about third-party providers to your Terms of Engagement?
We can help.

If you are refreshing your Terms and Conditions, you should consider adding details in relation to how your client’s data is used by third party providers such as MYOB, Xero, Practice Ignition, Audit Shield, etc.

We have drafted the below for your convenience.

In providing our services to you, we access and utilise selected services and products from third parties that facilitate our ability to provide our services. Specific examples of this are cloud based software like Xero, our email and collaboration platforms like Microsoft and batch mail house services.

All of these services are provided to us to enable us to better service you. In utilising these services your personal information is provided into these platforms or given to the service providers solely to enable us to undertake our services to you. Your personal information is not to be used by any of these providers for any other purpose than to facilitate our work/services we provide to you.

If you have any concern about our use of third party and cloud based services, please speak to us. Depending on your concern, this may impact on our ability to provide the requested services to you.

In addition to the above, we may use your personal information, such as your address, or contact details or broad business profile, to provide you with industry information or to introduce you to additional services that we offer. As we have already been doing from time to time, we may send you written or electronic communications, or newsletters, or invitations to events etc.

As has always been the case, if at any time you do not wish to receive this information you can contact us and advise us, and we will not send you any additional information.

If you would like to include this type of messaging into your current engagement letters, given our abilities to do broadcast communications, speak to us. We specialise in facilitating broad communications, like the above, and through this you can obtain your client’s acceptance of a revision to your Terms and Conditions.

As always, if you require any clarification please reach out to your Account Manager.

T: 0800 001 299
E: info@accountancyinsurance.co.nz

Revised: 4 April 2024