Privacy Policy

Introduction

Your privacy is essential to us. This Privacy Policy outlines our practices regarding the collection, use, and sharing of your personal information. By visiting our website and using our services, you agree to the terms outlined in this policy.

Information we collect

We collect personal information necessary to provide our tax services, including but not limited to:

• Full name
• Physical and postal address
• Email address
• Financial and tax-related information

How we collect Information

We gather information directly from you, through consultation forms, service agreements, and other interactions. Additionally, our website may use cookies and other tracking technologies to collect user data.

Purpose of collection

The primary purpose of collecting this data is:

• To provide, maintain, and improve our tax-related services.
• To fulfill our obligations as a tax professional under South African law.
• To communicate with you, answer queries, and provide support.
• To ensure compliance with POPIA and other relevant regulations.

Use and Disclosure of Information

Your personal data is primarily used to offer you tax services. We will not sell or share your information with third parties, except as necessary to fulfil our service obligations or if legally required.

Data retention

In compliance with SARS regulations, we retain tax-related personal data for a period of 5 years. This is to ensure that any inquiries or audits by SARS can be properly addressed. After the 5-year period, we will take measures to properly dispose of or de-identify your personal information, in accordance with POPIA guidelines.

Security measures

We employ stringent security measures to protect your personal data. This includes, but is not limited to, encryption, firewalls, and secure physical storage.