1 Information We Collect
Depending on the services you request, we may collect:
- Full name
- South African identity number or passport number
- Company registration details
- Tax reference numbers
- VAT registration numbers
- Residential and business addresses
- Telephone number
- Email address
- Banking details
- Payroll information
- Financial records
- Supporting documentation required to provide our services
Information may be collected directly from you or from authorised third parties acting on your behalf.
2 Why We Collect Your Information
We collect personal information only where reasonably necessary to:
- Provide accounting, taxation and advisory services.
- Prepare financial statements.
- Submit returns and applications to SARS or other authorities where authorised.
- Verify your identity.
- Communicate with you regarding our services.
- Invoice and receive payment.
- Comply with legal and professional obligations.
- Improve our website and client experience.
3 Lawful Basis for Processing
Your personal information is processed because:
- It is necessary to perform our agreement with you;
- We are required to comply with legal obligations;
- You have provided consent where required; or
- We have a legitimate business interest that does not override your rights.
4 Sharing Your Information
We do not sell or rent personal information.
Information may be shared only where necessary with:
- The South African Revenue Service (SARS);
- Regulatory or professional bodies where legally required;
- Cloud accounting and business software providers used to deliver our services;
- Payment service providers;
- Trusted service providers who assist in delivering our services and who are required to protect your information.
5 Information Security
We take reasonable technical and organisational measures to protect personal information against unauthorised access, alteration, disclosure, loss or destruction.
However, no method of electronic transmission or storage can be guaranteed to be completely secure.
6 Retention of Information
Personal information is retained only for as long as necessary to:
- Provide our services;
- Comply with legal, tax and regulatory requirements; or
- Protect our legal rights.
When information is no longer required, it will be securely deleted or destroyed where reasonably practicable.
7 Cookies
Our website may use cookies to:
- Improve website functionality;
- Remember user preferences;
- Analyse website traffic; and
- Enhance the browsing experience.
You may disable cookies through your browser settings at any time.
8 Your Rights
Subject to POPIA, you may request to:
- Access your personal information;
- Correct inaccurate information;
- Update incomplete information;
- Request deletion where legally permissible;
- Object to certain processing activities;
- Withdraw consent where processing is based on consent.
Requests may be submitted using the contact details below.
9 Third-Party Websites
Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of external websites.
10 Changes to this Policy
This Privacy Policy may be updated from time to time.
The latest version will always be published on this website.
11 Contact Us
If you have any questions regarding this Privacy Policy or how your personal information is processed, please contact: