Privacy Policy
Last updated: 1 October 2026
Prism CA Limited (“Prism”, “we”, “us” or “our”) respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, store and disclose personal information in accordance with the Privacy Act 2020.
Client information
In the course of providing accounting, tax, advisory and related professional services, we collect and hold personal information about our clients and other people connected with our clients.
We manage this information in accordance with our client engagement terms, our professional obligations, including the Chartered Accountants Australia and New Zealand Code of Ethics, applicable law, and any specific arrangements agreed with our clients.
The remainder of this policy explains how we handle other personal information, including information collected through our website.
Information we collect
We may collect personal information from you when you:
contact us by phone, email or through our website;
book a consultation or meeting with us;
enquire about or engage our services;
otherwise provide information to us in the course of dealing with Prism.
Depending on your interaction with us, this may include your name, contact details, business details, appointment information and information you choose to provide in an enquiry or communication.
Where practicable, we collect personal information directly from you. We may also collect information from another person where you have authorised us to do so, where the information is publicly available, or where collection is otherwise permitted by law.
Providing personal information to us is generally voluntary. However, if you do not provide information that we reasonably require, we may be unable to respond to your enquiry, arrange a consultation or provide the relevant service.
Website and technical information
When you use our website, certain technical information may be collected automatically. This may include information about your browser or device, how you arrived at the website, the pages you visit and how you interact with the site.
We may use cookies and similar technologies to operate the website, understand how it is being used and improve its performance and content.
We may also use website analytics services, such as Google Analytics, to help us understand website traffic and usage.
You can control or disable cookies through your browser settings, although doing so may affect the operation of some website features.
Online bookings
Our website allows you to book consultations and meetings using Calendly, a third-party scheduling service.
When you make a booking, Calendly may collect information such as your name, email address, appointment preferences and any other information requested as part of the booking process. Prism receives the information required to arrange and manage your appointment.
Calendly may also use cookies or similar technologies and process information in accordance with its own privacy practices.
How we use your information
We may use personal information to:
respond to enquiries and communicate with you;
arrange and manage meetings or consultations;
provide our professional services;
verify identity where appropriate;
administer our relationship with you;
operate, maintain and improve our website and services;
understand how our website is used;
comply with our legal and professional obligations;
protect or enforce our legal rights and interests;
send you information about Prism or our services where permitted by law; and
carry out any other purpose you have authorised or that is permitted by law.
Sharing your information
We do not sell your personal information.
We may disclose personal information where reasonably necessary to:
businesses that provide technology, website hosting, booking, data storage or other services to Prism;
our professional advisers and service providers where appropriate;
regulatory or government authorities where required;
law enforcement agencies or other persons where disclosure is required or permitted by law; or
another person where you have authorised us to disclose the information.
Some of the service providers we use, including website and online booking providers, may store or process information outside New Zealand.
Protecting your information
We take reasonable steps to protect personal information from loss, misuse, unauthorised access, modification or disclosure.
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, or as required by our legal and professional obligations.
Accessing or correcting your information
You have rights under the Privacy Act 2020 to request access to personal information we hold about you and to ask us to correct information that you believe is inaccurate.
We may need to verify your identity before responding to a request.
To request access to or correction of your personal information, please contact us using the details below.
Third-party websites
Our website may contain links to third-party websites or services. Those organisations are responsible for their own privacy practices, and we recommend reviewing their privacy information before providing personal information to them.
Contact us
If you have any questions about this Privacy Policy or how Prism handles personal information, or if you wish to exercise your privacy rights, please contact:
Privacy Officer
Prism CA Limited
148 Durham Street
Tauranga 3110
New Zealand
Email: hello@prismca.co.nz
You can also find information about your privacy rights from the New Zealand Office of the Privacy Commissioner at privacy.org.nz.
Changes to this policy
We may update this Privacy Policy from time to time to reflect changes to our services, technology or legal obligations.
The current version will be published on this website with the date it was last updated.