CLOUD COMPUTING DISCLOSURE

This Cloud Computing Disclosure has been prepared by Medtax Business Services Pty ABN 54 626 016 608 trading as AstuteMed, “we”, “us” and “our” including any corporate entity owned or controlled by these entities.

We are required under APES 305 to document and communicate the details of the Outsourced Service Provider, the geographical location of where the Outsourced Services will be performed and the nature and extent of the Outsourced Services to be utilised.

1. Xero (including HubDoc)

Accounting & Tax Return software with secure storage servers located worldwide. Data is stored on the server located in Australia. These server facilities have Data encryption, Network protection, 24/7/365 monitoring and surveillance.

2. CCH iFirm

Client Database and Practice Management software. CCH iFirm and all client data is hosted in Microsoft Azure cloud storage facilities onshore in Australia.

CCH iFirm uses the Microsoft Azure Cloud infrastructure and a portfolio of technologies that provide a highly secured, multi-layered security approach. CCH iFirm is governed by strict standards regarding the privacy, security and protection of client data. Each customer’s client data is isolated from other customers’ data. All client information is stored in secured databases and access to the customer data is restricted.

In addition, CCH iFirm uses sophisticated security tools to monitor system activity in real time to identify potential malicious events and threats to protect client information.

3. FYI Docs

Client and Practice Document storage. FYI Docs is hosted in Amazon Web Services cloud storage facilities located onshore in Sydney, Australia.

4. Microsoft SharePoint

Client and Practice Document and file storage. Microsoft has secure servers worldwide, data is stored on the server located in the applicable country of origin. Our Data is stored on the Australian Microsoft servers.

5. Now Infinity

Corporate compliance management and structure setup software. Now Infinity and all client data is hosted in Amazon Web Services cloud storage facilities onshore in Sydney, Australia.

6. BGL SimpleFund 360

Specialist SMSF Accounting and Tax Return software. BGL SimpleFund360 and all client data is hosted in Amazon Web Services cloud storage facilities onshore in Australia.

7. BOMA

Marketing and bulk communication tool. BOMA and all client data is hosted in Amazon Web Services cloud storage facilities onshore in Sydney, Australia.

8. BStar

Business Advisory and Valuation tool. BStar and all client data is hosted in Microsoft Azure cloud storage facilities and a DNN server onshore in Australia.

9. DocuSign

Electronic signature software. DocuSign and all client data is hosted in Secure data centres onshore in Australia.

10. Fathom

Business analysis tool. Fathom and all client data is hosted in Microsoft Azure cloud storage facilities onshore in Australia, and backups in worldwide locations.

11. MYOB Essentials

Accounting software. MYOB Essentials and all client data is hosted in both Microsoft Azure and Amazon Web Services cloud storage facilities onshore in Australia.

12. Practice Ignition

Proposal and terms of engagement correspondence software. Practice Ignition and all client data is hosted in Snyopsys cloud storage facilities, and Heroku physical servers onshore in United States of America.

13. Spotlight Reporting

Business reporting software. Spotlight Reporting and all client data is hosted in Amazon Web Services cloud storage facilities onshore in Australia.

Policy Effective: 5 October 2021