Effective date: 15 June 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 businesses. The Services are not intended for personal consumer use.
3.2 Professional authority
You warrant that you hold any registration, licence or authority required to perform the services you provide to your clients.
3.3 Consent and authority for data
You warrant that you have client consent and authority to upload, share and process Client Data and to 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.