Privacy Policy

Last updated: 7 April 2026

1. About this policy

Juan ("we", "us", "our") operates the juantax.app platform. This privacy policy explains how we collect, hold, use and disclose your personal information in accordance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

2. Information we collect

We collect personal information that is reasonably necessary to provide our accounting and tax management services. This may include:

  • Name, email address, and account credentials
  • Business name, ABN, and contact details
  • Financial records you enter, including transactions, invoices, receipts, and bank statements
  • Files and documents you upload to the platform
  • Usage data such as login timestamps and feature usage patterns

3. How we collect information

We collect personal information directly from you when you:

  • Create an account or request an invite
  • Enter transactions, invoices, or other financial data
  • Upload files, receipts, or bank statements
  • Contact us for support
  • Update your profile or business settings

We do not collect personal information from third parties without your consent.

4. How we use your information

We use your personal information to:

  • Provide, maintain, and improve our accounting and tax platform
  • Process and store your financial records
  • Generate invoices, reports, and tax summaries on your behalf
  • Send you service-related communications (e.g. invoice emails you initiate)
  • Respond to your enquiries and provide support
  • Comply with our legal obligations under Australian law

We will not use your personal information for direct marketing without your explicit consent.

5. AI processing

Juan uses artificial intelligence to assist with receipt scanning, expense categorisation, and data extraction. When you upload a receipt or document for AI analysis:

  • The document content may be sent to an AI service provider for processing
  • Extracted data is stored within your account for your use
  • We do not use your financial data to train AI models
  • You can configure your own AI provider in settings for full control

6. Disclosure of information

We do not sell, rent, or trade your personal information. We may disclose your information to:

  • Service providers who assist us in operating the platform (e.g. hosting, email delivery), subject to confidentiality obligations
  • Law enforcement or regulatory bodies where required by Australian law
  • Third parties with your explicit consent

7. Data storage and security

Your data is stored on servers located in Australia where practicable. We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, and disclosure. These measures include:

  • Encryption of data in transit (TLS/HTTPS)
  • Secure password hashing
  • Role-based access controls
  • Regular backups

8. Data retention

We retain your personal information for as long as your account is active or as needed to provide our services. Financial records may be retained for the period required under Australian taxation law (generally 5 years from the date of lodgement). You may request deletion of your account and associated data at any time, subject to our legal retention obligations.

9. Your rights

Under the Australian Privacy Principles, you have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate or outdated information
  • Request deletion of your personal information (subject to legal obligations)
  • Complain about a breach of the APPs

To exercise any of these rights, contact us at the details below.

10. Cookies

We use essential cookies to maintain your session and authentication state. We do not use tracking cookies, analytics cookies, or third-party advertising cookies.

11. Changes to this policy

We may update this privacy policy from time to time. We will notify you of any material changes by posting the updated policy on our website with a revised "last updated" date.

12. Complaints

If you believe we have breached the Australian Privacy Principles, you may lodge a complaint with us. If you are unsatisfied with our response, you may escalate the complaint to the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

13. Contact us

For privacy-related enquiries, please contact us at privacy@juantax.app.