ClientFileReady

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ClientFileReady

HOME

HOW IT WORKS?

WHY USE THIS?

PRICING

CREATE A FILE REQUEST

ClientFileReady

HOME

HOW IT WORKS?

WHY USE THIS?

PRICING

CREATE A FILE REQUEST

Privacy Policy

Last updated: July 8, 2026

  1. Scope

This Privacy Policy explains how ClientFileReady collects, uses, discloses, and stores personal information when you use our website and SaaS platform.

ClientFileReady is an Australian business. We handle personal information in line with the Privacy Act 1988 (Cth), including the Australian Privacy Principles where applicable.

  1. Information We Collect

We may collect:

  • Identity and contact details (name, email, company, role).

  • Account and subscription details.

  • Information and documents submitted through the ClientFileReady platform.

  • Usage and product analytics data.

  • Device and technical data (IP address, browser type, operating system, timestamps).

  • Support and communications data.

3. How We Collect Information

We collect information directly from you, automatically through your use of ClientFileReady, and from:

  • Your organisation, where you use ClientFileReady as part of a team.

  • Your clients, where information is submitted through a document request.

  • Payment and infrastructure providers.

  • Third-party integrations you choose to connect.

4. Why We Use Information

We use personal information to:

  • Provide, maintain, and secure ClientFileReady.

  • Authenticate users and manage accounts.

  • Collect and manage documents and information.

  • Send document requests, reminders, and service communications.

  • Process payments and administer subscriptions.

  • Improve product performance and user experience.

  • Comply with legal obligations and enforce our terms.

5. Cookies and Analytics

We use cookies and similar technologies for core site functionality, performance monitoring, and analytics.

Our website may use third-party services to understand site usage and improve our services.

6. Disclosure of Personal Information

We may disclose personal information to:

  • Cloud hosting, analytics, customer support, communications, and payment service providers.

  • Professional advisers (legal, accounting, security).

  • Regulators, courts, or authorities where required by law.

  • A purchaser or successor in connection with a merger, acquisition, or asset sale.

Information submitted by a client through ClientFileReady may also be accessible to the professional organisation that requested the information.

7. Overseas Disclosure

Some service providers we use may process personal information outside Australia. Where this occurs, we take reasonable steps to ensure appropriate safeguards are in place.

8. Data Security and Retention

We use technical and organisational controls designed to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.

We keep personal information for as long as needed for the purposes described in this policy or to meet legal, accounting, and compliance requirements.

9. Access and Correction

You can request access to personal information we hold about you, and ask us to correct it if inaccurate, out of date, incomplete, irrelevant, or misleading.

10. Complaints

If you have a privacy complaint, contact us first so we can investigate and respond. If you are not satisfied, you may contact the Office of the Australian Information Commissioner (OAIC).

11. Changes to This Policy

We may update this Privacy Policy from time to time.
We will publish the latest version on this page and update the "Last updated" date.

12. Contact

For privacy questions or requests, contact support@clientfileready.com