PRIVACY POLICY

Your privacy matters to us.
At TaxSavy, we understand that your financial information is personal and sensitive. That’s why we are committed to protecting it with the highest level of care, ensuring it is handled securely, responsibly, and in full compliance with applicable laws, including the Protection of Personal Information Act (POPIA) and the Promotion of Access to Information Act (PAIA).

Collection of Personal Information

We collect personal information that is essential for delivering our services. This may include your:
  • Name and contact details
  • Identification numbers
  • Financial information
  • Any other information you provide to us

We collect this information directly from you when you:

  • Complete forms
  • Engage with our services
  • Communicate with us

Use of Personal Information:

Your personal information is used to:

  • Provide and improve our services
  • Communicate important updates and information
  • Comply with legal and regulatory requirements
  • Identification numbers
  • Financial information
  • Any other information you provide to us

We collect this information directly from you when you:

  • Complete forms
  • Engage with our services
  • Communicate with us
  • Manage administrative and operational processes
  • Investigate and resolve any queries or complaints

Disclosure of Personal Information

We do not share your personal information without your consent, except when required by law or necessary to provide our services. This may include sharing with:

  • Service providers who assist us in operating our business
  • Legal or regulatory authorities, as required
  • Third parties in the event of a merger, acquisition, or sale of assets

Security of Personal Information

We take data security seriously and have implemented robust technical and organizational measures, including:

  • Secure storage systems
  • Encryption of sensitive data
  • Strict access controls
  • Regular security assessments

And we’ve designed these measures to protect your information from unauthorized access, alteration, disclosure, or destruction.

 

 

 

Access to Personal Information

You have the right to:

  • Access your personal information held by TaxSavy
  • Request corrections or deletion of inaccurate, irrelevant, or outdated information

Requests can be made according to the procedures outlined in our PAIA Manual, available on our website or on request.

 

 

 

Retention of Personal Information

We retain your personal information only as long as necessary to fulfil the purposes for which it was collected or as required by law.

Once no longer needed, information is securely destroyed or anonymized.

 

 

 

Changes to Privacy Policy

TaxSavy may update this Privacy Policy to reflect changes in practices or legal requirements. All updates will be posted on our website, and we encourage you to review this policy periodically.