Privacy Policy

POPIA review required before public launch. Finalise retention periods, operator agreements, breach procedures, data-subject request processes and cross-border processing with privacy counsel.

Annually processes account, company, contact, tax and financial information to provide the requested service, reminders and accounting/tax workflows. This can include the reminder & filing email, authorised representative details, uploaded financial records, client approval records, IP address and browser/user-agent information used for security and approval audit trails.

Financial records and approval evidence should be retained only for the period justified by the service, contractual, accounting, tax, security and legal requirements, with appropriate access controls, backups and deletion procedures.

Users must only upload information they are authorised to provide and should be able to request access/correction/deletion subject to lawful record-retention obligations.