Privacy Policy

Last updated: 30 September 2026

This policy explains how Visionary Accounting (Pty) Ltd looks after your personal information when you use our website. We follow the Protection of Personal Information Act 4 of 2013 (POPIA). We only collect what we need, we tell you why, and we keep it safe.

If you are a client, the information we hold about you for our services is also covered by your engagement letter and the laws that apply to our work.

1. Who we are

Visionary Accounting (Pty) Ltd is the responsible party for your personal information under POPIA.

• Address: Ground Floor, Brookside Office Park, 11 Imam Haron Road, Claremont, 7708
• Phone: 021 035 1404
• Email: hello@visionaryaccounting.co.za

Our Information Officer looks after privacy at Visionary Accounting. You can reach our Information Officer at hello@visionaryaccounting.co.za.

2. What personal information we collect

Information you give us. When you fill in a form on our website, such as the contact form, the Business Compliance Health Check or the calculator enquiry form, or when you email or phone us, we collect the details you share. This can include your name, email address, phone number, business name and your message.

Information collected automatically. When you visit our website, we collect technical information such as your IP address, browser type, device type, the pages you visit, how long you stay and the website you came from.

We do not ask for your banking details, ID number or passwords through our website. Please do not send these to us through a website form.

3. Why we use your information

We use your information to:

• reply to your questions and requests;
• provide you with the services you ask us about;
• send you updates, news and offers about our services, only where you have asked for them or where the law allows, and you can opt out at any time;
• understand how our website is used so we can improve it;
• keep our website secure and prevent spam and fraud; and
• meet our legal and professional obligations.

We only process your information where you have given consent, where it is needed to answer your request or to carry out a contract with you, where the law requires it, or where we have a legitimate interest that does not unfairly affect your rights.

4. Cookies and analytics

Cookies are small files that a website saves on your device. We use cookies and similar technologies to make the website work and to understand how it is used. We use:

• Google Analytics to measure visits and which pages are most useful;
• Microsoft Clarity to see how visitors move around our pages, for example through heatmaps and session recordings; and
• essential cookies that keep the website and our forms working and secure.

You can refuse or delete cookies in your browser settings. Some parts of the website may not work properly if you block all cookies. You can also opt out of Google Analytics by installing the Google Analytics opt-out add-on.

5. Who we share your information with

We do not sell your personal information. We share it only with trusted service providers who help us run our business and who may only use it on our instructions. These include providers of website hosting, email delivery, website security, analytics, and email marketing (we use ActiveCampaign).

We may also share information where the law requires it, for example with a court, SARS or another authority, or to protect our rights. If our business is ever sold or restructured, your information may be transferred to the new owner, who must protect it in line with POPIA.

6. Sending information outside South Africa

Some of our service providers, such as Google, Microsoft and ActiveCampaign, store information on servers outside South Africa. When this happens, we only use providers that are subject to privacy laws or agreements that give your information a similar level of protection to POPIA.

7. How long we keep your information

We keep your information only for as long as we need it for the reason we collected it, or for as long as the law requires. Website enquiries that do not lead to work are deleted after a reasonable period. Records for our clients are kept for the periods required by tax, company and anti-money-laundering laws. Website analytics data is kept for a limited time and is not used to identify you personally.

8. How we keep your information safe

We take reasonable steps to protect your personal information from loss, misuse and unauthorised access. These include password protection, website security tools, secure email delivery and limiting access to people who need it. No method of sending information over the internet is completely secure, so we cannot guarantee absolute security. If your information is ever compromised in a way that could harm you, we will tell you and the Information Regulator as POPIA requires.

9. Your rights

Under POPIA, you have the right to:

• ask us whether we hold personal information about you and ask for a copy;
• ask us to correct or delete information that is wrong, out of date or no longer needed;
• object to us processing your information, including for direct marketing;
• withdraw your consent at any time, without affecting what we did before you withdrew it; and
• complain to the Information Regulator if you believe we have misused your information.

To use any of these rights, email hello@visionaryaccounting.co.za. For formal requests for access to records, please see our PAIA Manual. To stop marketing emails, click the unsubscribe link in any email or contact us.

Information Regulator (South Africa)
Complaints: POPIAComplaints@inforegulator.org.za
Website: inforegulator.org.za

10. Children

Our website and services are not meant for anyone under 18. We do not knowingly collect personal information from children. If you believe a child has given us personal information, please contact us and we will delete it.

11. Links to other websites

Our website may link to other websites, such as SARS or the Information Regulator. We do not control those websites and are not responsible for their content or privacy practices. Please read their privacy policies before sharing your information.

12. Changes to this policy

We may update this policy from time to time. The latest version will always be on this page, with the "Last updated" date at the top. If we make a significant change, we will tell you through the website or by email.

13. Contact us

If you have any questions about this policy or how we handle your personal information, please contact us:

• Email: hello@visionaryaccounting.co.za
• Phone: 021 035 1404
• Address: Ground Floor, Brookside Office Park, 11 Imam Haron Road, Claremont, 7708