Outsourced Service Providers

In accordance with CA ANZ standards in relation to Terms of Engagement, this page sets out the service providers used by our firms in New Zealand and the required information. The information on this page relates to the following locations and entities:

  • Auckland – Baker Tilly Staples Rodway Auckland Ltd
  • Waikato – Baker Tilly Staples Rodway Waikato LP
  • Tauranga – Baker Tilly Staples Rodway Tauranga Limited
  • Taranaki – Baker Tilly Staples Rodway Taranaki Limited
  • Hawke's Bay – Baker Tilly Staples Rodway Hawkes Bay Limited 
  • Wellington – Baker Tilly Staples Rodway Wellington Partnership
  • Christchurch – Baker Tilly Staples Rodway Christchurch Limited
  • National – All of the above + Baker Tilly Staples Rodway Audit Limited

Outsourced Services

An outsourced service is a service involved in outsourcing a material business activity (being one which has a significant role in the quality, timeliness or scale of our services) to a third party, but excluding internal operational activities or activities that merely support our services, such as record storage, software application hosting or informational reference sources.



Location where info is held

 Information Disclosed


Australia Privacy and Security Compliance


Australia Our Datacentres

Approval Max

Microsoft Azure Cloud Ireland Security and privacy

Audit Shield

Australia Terms of engagement

Baker Tilly Sri Lanka

Sri Lanka Provided with access to client accounting records via Caseware Cloud 

CaseWare Cloud

Amazon Web Services (AWS) servers in New South Wales, Australia Information to assist with APES 305 compliance


Australia Security Statement


Australia Data residency | Docusign


Australia FeeSynergy Privacy Policy


USA Subprocessor list


Microsoft Azure Australia MYOB cloud/data location

Office 365

Australia Microsoft 365 data locations


Australia and New Zealand Smartly privacy policy


Servers in east coast of Australia Security and policy procedures

Survey Monkey

USA Subprocessor list

Tax Traders

Australia and USA Tax Traders Privacy Policy Additional Disclosure 

The Gap

Asia Pacific Policies 2


Australia Terms and Conditions for Tax Management New Zealand Limited Services


USA Partner code of conduct 


Provider Location where info is held Information Disclosed

Ireland AWS region (primary copy)

 Frankfurt, Germany AWS region (backup copy)

Partner security and data
Sundaram Business Services Limited


Provided with access to client accounting records via TaxLab
Tax Lab

Australia, USA and EU

Subprocessor list

Hawke's Bay

Provider Location where info is held Information Disclosed
Accountests Europe, Canada and USA Privacy Policy
Figured USA Privacy Notice
FuseDocs USA Privacy Policy
FuseSign USA Privacy Policy
Pearson Talent Lens United States of America, Canada, the United Kingdom, Singapore, Philippines, Egypt, South Africa, Canada Hong Kong, and China Privacy Policy
Peter Berry Consultancy Europe and USA Privacy Policy
Team Taylor EU and USA Security


Provider Location where info is held Information Disclosed
Vgrid New Zealand Vgrid cloud connect
Virtual Cabinet AWS EU (London) Region & backups in AWS EU (Ireland) Security and availability

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