Secure email for
Australian accounting practices and tax agents
Email infrastructure purpose-built for CPA and CA-accredited practices — ATO record-keeping compliant, Privacy Act 1988 certified, protecting every client tax file with Australian data sovereignty.
TFN risk: Tax File Numbers are among the most sensitive personal information under the Privacy Act 1988. When client TFNs are handled in Gmail or Outlook, every email is transmitted through US-jurisdiction servers — a clear Privacy Act APP 8 risk that the ATO takes seriously.
Accounting email compliance in Australia
Every compliance obligation that applies to accounting email — and how ShieldBox satisfies each one.
Tax agents must retain client records including email correspondence for 5 years from lodgement. ATO audits can request these records at any time. WORM-archived email satisfies this obligation automatically.
Tax File Numbers are subject to the TFN Rule under the Privacy Act. The Tax File Number Guidelines restrict how TFNs can be collected, stored, used, and disclosed — including via email and cloud storage.
CPA Australia and Chartered Accountants ANZ require members to maintain secure client records and protect client confidentiality. Offshore email hosting is a compliance risk under both bodies' professional standards.
Accounting practices handle clients' tax records, financial statements, and TFNs — all categories that trigger NDB notification if accessed without authorisation. Phishing remains the primary attack vector.
Everything accounting needs
Built from the ground up for Australian compliance requirements specific to accounting.
All client financial data, tax returns, and TFN communications stored exclusively in Australian data centres. ATO TFN Guidelines satisfied by design.
Automatic WORM archiving for every email. Configurable retention by engagement type. ATO-auditable exports produced on demand.
Encrypted portal for sending and receiving tax documents, financial statements, and signed authorities — eliminating insecure email attachments.
Automated detection of compromised accounts accessing client tax records. 30-day OAIC notification clock managed in-platform.
Partners, senior accountants, graduates, and admin each have configurable access permissions. Client data segregated by engagement team.
Prevents your accounting domain from being spoofed in BEC attacks — a significant risk given accountants regularly wire transfer funds on client behalf.
Every accounting setting, covered
CPA and CA-accredited firms with 5–50 staff managing complex business tax, SMSF, and corporate compliance engagements.
Get startedIndividual and small-practice registered tax agents handling individual returns, STP reconciliations, and ATO correspondence.
Get startedRegistered BAS agents handling GST reconciliations, BAS lodgements, and ATO communications with strict TFN handling requirements.
Get startedSMSF audit and administration firms handling trustee communications, investment records, and ATO SMSF annual returns.
Get startedTrusted by Australian accounting professionals
“We had 14 years of client tax records in Gmail. ShieldBox migrated everything overnight, set up the 7-year retention policy automatically, and our PI insurer confirmed the premium reduction applied from day one.”
“After an ATO audit requested 6 years of client correspondence, we realised our Gmail search was completely inadequate. ShieldBox's indexed archive let us produce everything in 20 minutes, not weeks.”
Our team migrates your complete email history from Gmail, Outlook, or any provider. Overnight, zero downtime.
Accounting email FAQ
Yes. ShieldBox's WORM archiving automatically retains all client email correspondence. For tax agents, we recommend a 7-year retention policy which is configured automatically on Business and Enterprise plans. ATO-auditable exports are available on demand.
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