Below is a list of software providers we use, the purpose of their use, and associated risks:
We select all software and service providers based on their adherence to industry-standard data security practices. All access to client data is strictly controlled and limited to what is necessary for the task.
|
Provider |
Purpose |
Risk Summary |
|
ACC |
ACC services |
Govt data sharing; protected by statute |
|
Accelerated Engine |
ACC management |
Encrypted financial data |
|
Adobe Acrobat |
Document editing & PDF management |
Internal use; secure platform |
|
Alpha AML Training |
AML compliance training |
Internal staff training; no client data involved |
|
Annature |
E-signatures |
Encrypted signature & ID verification |
|
ApprovalMax |
Invoice approval software |
Encrypted financial data |
|
BoardPro |
Governance software |
Encrypted financial data |
|
CCH |
Document storage |
Secure internal document use |
|
ChatGPT (OpenAI) |
Drafting & language support |
Staff-reviewed; non-confidential use only |
|
Companies Office |
Company filings |
Public visibility; secure filing practices |
|
Employment Hero |
HR management |
Internal use; secure platform |
|
FYI |
Document/task management |
Secure internal document use |
|
Hello Cashflow |
Cashflow management |
Encrypted financial data |
|
GoCardless |
Client payment collection |
Client bank data encrypted; third-party access monitored |
|
Hubdoc |
Invoice processing software |
Encrypted financial data |
|
IRD |
Tax administration |
Govt system risks; managed via compliance |
|
Law Cyborg |
AI support |
Internal use; business subscription only |
|
Lightyear |
Accounts payable automation |
Encrypted financial data; secure invoice processing |
|
Link Reporting |
Internal management reporting |
Encrypted financial data |
|
Microsoft Copilot |
AI support (MS 365) |
Internal use; business subscription only |
|
Microsoft Office 365 |
Document preparation |
Internal use; secure platform |
|
MYOB |
Accounting software |
Encrypted financial data |
|
Optimus |
IT support |
Controlled access to internal systems |
|
PayHero |
Payroll processing |
Payroll data encrypted; internal access controls |
|
Plus91 |
Workflow management |
Encrypted financial data |
|
Smartly |
Payroll processing |
Payroll data encrypted; internal access controls |
|
Spotlight |
Management reporting software |
Encrypted financial data |
|
Stripe |
Online payment processing |
Encrypted cardholder data; PCI-compliant platform |
|
Tax Pooling (PwC) |
Tax payment service |
Client data protected by PwC safeguards |
|
The Gap |
Advisory tools |
Anonymised firm-level data |
|
Xero |
Accounting software |
Encrypted financial data |
|
Xero Practice Manager |
Accounting software |
Encrypted financial data |
|
Zoom |
Video conferencing & meetings |
Encrypted communications; internal use only |