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POPIA Compliance

Effective date: 4 February 2026

This POPIA Compliance Notice explains how Grassroots Finance ("we", "us", "our") processes personal information in terms of the Protection of Personal Information Act, 2013 ("POPIA").

Responsible party

Grassroots Finance is the responsible party for personal information collected through our website and services.

Information we collect

  • Contact details (name, email, phone number, company name).
  • Business information you provide for quotes or services.
  • Financial records and supporting documents shared for services.
  • Technical data (device, browser, IP address, usage data).
  • Communications you send to us.

Purpose of processing

  • To provide accounting, bookkeeping, and payroll services.
  • To respond to inquiries and prepare quotes.
  • To meet legal, regulatory, and contractual obligations.
  • To improve our services and client experience.

Lawful basis for processing

We process personal information with your consent, to perform a contract, to comply with legal obligations, and for legitimate business interests where applicable.

Information sharing

We do not sell your personal information. We may share information with trusted service providers who support our operations (for example, cloud storage and accounting software) under confidentiality and security obligations. We may also disclose information if required by law.

Cross-border transfers

If we transfer information outside South Africa, we ensure that appropriate safeguards are in place, including contractual and security protections.

Data security

We take reasonable technical and organizational measures to protect personal information against loss, misuse, unauthorized access, or disclosure.

Data retention

We retain personal information only for as long as necessary to fulfil the purposes described in this notice, unless a longer period is required by law.

Your rights under POPIA

  • Request access to your personal information.
  • Request correction or deletion of your information.
  • Object to processing in certain circumstances.
  • Withdraw consent where processing is based on consent.

Contact and complaints

To exercise your rights or raise concerns, contact us at info@grassrootsfinance.co.za, +27 81 790 8420, or WhatsApp +27 60 705 1670.

You may also lodge a complaint with the Information Regulator (South Africa) if you believe your rights have been infringed.

Updates to this notice

We may update this POPIA notice from time to time. The updated version will be posted on this page with a new effective date.

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Grassroots Finance Grassroots Finance

A boutique accounting practice for South African small business — working remotely with clients across the country.

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info@grassrootsfinance.co.za
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+27 81 790 8420
Phone · Mon–Fri
Mon–Fri · 08:00–17:00 SAST
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