What we collect
When you contact us we collect your name, contact details and what you tell us about your situation. When you become a client we also collect information needed to prepare your accounts and returns, such as income, expenses, bank statements and IRD details.
Information from other sources
With your authority we collect information about you from Inland Revenue, your previous accountant, your bank or accounting software, and property managers. Under information privacy principle 3A, in force since 1 May 2026, we tell you when we collect information about you from someone else, what we collect and why.
How we use it
We use your information to provide our services, to meet our legal obligations, including tax and anti-money-laundering rules where they apply, and to send reminders you’ve asked for.
Who we share it with
Inland Revenue and other government agencies as needed for your returns, and the software providers we use to deliver our services, such as MYOB, Xero and Microsoft 365. We don’t sell your information.
Keeping it safe
Documents are sent through our secure client portal, staff accounts use two-factor sign-in, and records are kept only as long as the law requires.
Your rights
You can ask to see or correct the personal information we hold about you. Contact info@raks.co.nz or call 09 215 2246.