Privacy Policy

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1. Introduction

At Tax-X Advisory (“we,” “us,” or “our”), we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or engage with our services online or offline.

2. What Information We Collect

We may collect the following personal information:

• Contact details: Name, email address, phone number.
• Identity and tax info: ID numbers, tax numbers, financial documents (as needed)
• Business info: Company names, registration numbers, CIPC and SARS documentation
• Digital interaction data: IP address, browser type, pages visited

3. How We Collect Your Information

We collect information when you:

• Submit a contact form or lead generation form on our website or LinkedIn page
• Email or WhatsApp us directly
• Subscribe to newsletters, tax reminders, or educational resources
• Engage with us during onboarding, consultations, or through advisory work

4. How We Use Your Information

We use your information to:

• Deliver tax, accounting, and advisory services
• Respond to enquiries and provide quotes
• File tax returns or engage with SARS/CIPC on your behalf
• Send newsletters, tips, and important updates (only with your consent)
• Improve our services, marketing, and digital platforms

5. Sharing Your Information

We do not sell or rent your personal data. We may share information with:

• SARS or CIPC (with your permission or legal requirement)
• Our vetted, authorised service providers (e.g. cloud accounting platforms)
• Legal or regulatory authorities, where required by law

6. How We Protect Your Data

We use up-to-date industry standards to store and secure your data, including:

• Encrypted storage
• Access controls and passwords
• Secure cloud-based systems for financial documents

7. Your Rights

You have the right to:

• Request access to the personal data we hold
• Correct or update your information
• Withdraw your consent for marketing
• Request deletion of your data (subject to legal obligations)

To exercise any of these rights, email us at info@tax-x.co.za.

8. Cookies and Analytics

Our website may use cookies or tracking tools (like Google Analytics) to monitor website traffic and user behaviour. You can adjust your browser settings to disable cookies.

9. Updates to This Policy

We may update this Privacy Policy from time to time. The most recent version will always be available on our website. We encourage you to review it periodically.