Effective Date: 18 March 2026

1.      Introduction

At JDM Accounting & Tax Consulting (“JDM”, “we”, “us”, or “the Firm”), we are committed to protecting the privacy, confidentiality, and integrity of personal information entrusted to us.

This Privacy Policy explains how we collect, use, process, store, and protect personal information in accordance with applicable South African legislation, including POPIA.

2.      Personal Information We Collect

We collect and process personal information necessary to provide professional accounting, tax, payroll, advisory, and compliance services.

This may include:

2.1    Identity and Contact Information

• Full names
• South African ID or passport numbers
• Physical and postal addresses
• Email addresses
• Telephone numbers

2.2   Financial and Tax Information

• Tax reference numbers
• SARS-related records
• Banking details
• Income records
• Financial statements
• Accounting records

2.3  Business Information

• Company registration documents
• Shareholding information
• Payroll records
• Employee information
• Statutory compliance documentation

2.4 Technical Information

• IP address
• Browser type
• Device information
• Website usage data
• Cookie data

3.      How We Use Your Information

We process personal information for lawful business purposes, including:

3.1 Service Delivery

• Accounting services
• Tax compliance services
• Payroll administration
• Advisory and consulting services

3.2 Regulatory Compliance

• Submissions to SARS, CIPC, and other regulatory bodies

3.3 Legal and Risk Management

• Anti-Money Laundering requirements
• Know Your Client obligations
• Fraud prevention measures

3.4 Marketing and Communication

• Tax updates
• Regulatory alerts
• Newsletters
• Service announcements

4.      Direct Marketing and Digital Communication

We may use HubSpot and similar communication platforms to manage subscriber communications.

You may withdraw your consent at any time by clicking the unsubscribe link or contacting us directly.

5.      Sharing Of Personal Information

We do not sell, rent, trade, or distribute personal information for commercial marketing purposes.

We may share personal information only where necessary with regulatory authorities, financial institutions, professional software providers, legal advisors, or government institutions.

6.      Data Security

We implement appropriate technical and organisational safeguards including:

• Encryption
• Password protection
• Role-based access controls
• Secure cloud storage
• Multi-factor authentication where applicable

7.      Data Retention

Financial, tax, and statutory records are generally retained for 5 to 7 years, or longer where legally required.

8.     Cookies and Website Analytics

Our website uses cookies to improve functionality and user experience.

9.      Your Rights under POPIA

You have the right to:

• Access your personal information 
• Request Corrections 
• Request deletion (subject to legal data retention requirements)
• Objection 
• Withdraw consent
• Lodge a complaint

10.   Information Officer

JDM Accounting & Tax Consulting

Address: 222 Smit Street, Braamfontein, Johannesburg, 2001

Email: info@jdmacctax.co.za

11.   Changes to this Privacy Policy

We reserve the right to amend this Privacy Policy from time to time.