Legal
Privacy Policy
This policy explains what information we collect, how we use it, and the choices you have when using EOFY.
Last updated: July 5, 2026
1. Who we are
EOFY provides accounting workflow software for budget planning, tax PDF generation, e-signing, and document storage. This policy applies to our website, application, and related services.
2. Information we collect
We may collect the following types of information:
- Account details such as name, email address, and authentication provider data
- Workspace content including budgets, taxpayer details, and uploaded documents
- Usage data such as pages visited, features used, and device/browser information
- Payment and billing details when paid plans become available
3. How we use your information
- To provide, operate, and improve the EOFY platform
- To authenticate users and secure accounts
- To generate documents, store files, and enable e-signing workflows
- To communicate product updates, support responses, and service notices
- To comply with legal obligations and prevent abuse
4. Third-party services
We use trusted infrastructure and service providers including Supabase (auth, database, storage), DocuSeal (e-signing), and optional Google Drive (per-user backup via OAuth). These providers process data according to their own privacy policies and our agreements with them.
5. Data retention & security
We retain your data for as long as your account is active or as needed to provide services. We apply reasonable technical and organisational safeguards, including encrypted transport and access controls. No method of transmission over the internet is completely secure.
6. Your rights
Depending on your location, you may have rights to access, correct, export, or delete your personal data. Contact us to make a request. You may also disconnect optional integrations such as Google Drive at any time from Integrations.
7. Contact
For privacy questions, contact us via the form on our About page.