Privacy Policy

Treliso Limited ("Treliso", "we", "us", or "our") provides accounting software and related services for small businesses. This Privacy Policy explains how we collect, use, store, share, and protect personal information when you visit our website, create an account, or use the Treliso application.

By using our services, you agree to the collection and use of information in accordance with this policy. If you do not agree, please do not use our services.

We collect information that you provide directly and information generated through your use of Treliso, including account details such as your name, email address, and authentication credentials; business and tax information such as business names, IRD numbers, addresses, and ownership details; financial records such as bank transactions, invoices, bills, receipts, quotes, and payments; data from connected services such as bank feeds and email inboxes that you choose to connect; support communications; and website or product usage data such as log files, device information, and IP addresses.

We use the information we collect to provide, maintain, and improve the Treliso platform; process bookkeeping, reporting, tax preparation, and other accounting work you request; authenticate users and keep our services secure; communicate with you about your account and support requests; send product or marketing communications where you have opted in or where permitted by law; and comply with legal, regulatory, and professional obligations.

We do not sell your personal information. We may share information with service providers that help us host infrastructure, send email, process payments, or deliver other operational services; with professional or regulatory parties where needed to provide accounting or tax services you have authorised; in connection with a merger, acquisition, reorganisation, or sale of assets; and where we believe disclosure is necessary to comply with applicable law or protect the rights, property, or safety of Treliso, our users, or others.

We retain personal and business information for as long as your account is active and as needed to provide services, meet legal and regulatory requirements, resolve disputes, and enforce our agreements. Retention periods may vary depending on the type of information and our professional obligations as an accounting service provider.

We use administrative, technical, and organisational measures designed to protect personal information against unauthorised access, loss, misuse, or alteration. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Depending on where you live, you may have rights to access, correct, delete, restrict, or object to certain processing of your personal information, and to withdraw consent where processing is based on consent.

You can update many account details in the Treliso app. We may need to verify your identity before responding to a privacy request.

If you are in New Zealand and believe we have breached the Privacy Act 2020, you may also contact the Office of the Privacy Commissioner.

Our website and application may use cookies and similar technologies to remember preferences, keep you signed in, measure performance, and improve user experience. You can control cookies through your browser settings, although some features may not function properly if cookies are disabled.

Your information may be processed or stored in countries other than your own, including where our service providers operate. Where required, we take steps designed to ensure appropriate safeguards are in place for cross-border transfers.

Treliso is intended for business use and is not directed at children. We do not knowingly collect personal information from children under 16.

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. Material changes may also be communicated through the app or by email where appropriate.

If you have questions about this Privacy Policy or how we handle personal information, contact Treliso Limited using the email address below.

hello@treliso.com