Effective date: 2 November 2026
3.1 Intended users
The Services are intended for registered or qualified tax and finance professionals, including accountants, tax agents, BAS agents and bookkeepers, and for Business Owners who use the Services directly for their own business, whether or not they also engage an adviser. The Services are not intended for personal consumer use.
3.1A Business Owners
If you use the Services as a Business Owner, you warrant that you are authorised to act for and bind the business, as described in section 1.4A of the Terms, and that the business details you provide, including its legal name, entity type, ABN and GST registration status, are accurate and kept current. You do not need to be a registered tax or BAS agent to use the Services for your own business. You must not use the Services to provide tax agent services or BAS services to others for a fee or other reward unless you are registered to do so under the Tax Agent Services Act 2009 (Cth).
3.2 Professional authority
If you are an accounting, tax, BAS or bookkeeping professional, you warrant that you hold any registration, licence or authority required to perform the services you provide to your clients. As an Invited Adviser, you must access a business's data only within the access the business has granted and the terms of your engagement with it.
3.3 Consent and authority for data and access
You warrant that you have appropriate authority to upload, share and process Client Data and Business Records, hold customer and supplier information (including having given any notices required by the Privacy Act 1988 (Cth), to the extent it applies to you), invite Team Members and Invited Advisers and assign access, and connect bank feeds, including any consent required under the Consumer Data Right.
3.4 Your obligations
You remain solely responsible for meeting your own regulatory, professional and legal obligations, including any obligations administered by the Tax Practitioners Board and the Australian Taxation Office. Business Owners remain responsible for their own GST, BAS, income tax, invoicing and record-keeping obligations, whether or not they engage an adviser.