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Privacy Policy

Effective date: 4 February 2026

This Privacy Policy explains how Grassroots Finance ("we", "us", "our") collects, uses, and protects personal information when you visit our website or use our services. If you do not agree with this policy, please do not use our website or services.

Information we collect

  • Contact details (name, email, phone number, company name).
  • Business information you provide for quotes or services.
  • Technical data (browser type, device, IP address, pages visited).
  • Communications you send to us (emails, messages, call notes).

How we use your information

  • To respond to inquiries and provide quotes or services.
  • To maintain accurate records and comply with legal obligations.
  • To improve our website, services, and customer experience.
  • To communicate about updates, services, or administrative issues.

Legal basis for processing

We process personal information to perform a contract, to take steps at your request, to comply with legal obligations, and when we have a legitimate business interest that is not overridden by your rights.

Sharing your information

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

Data security

We use administrative, technical, and organizational safeguards to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

Retention

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

Your rights

Depending on your location, you may have rights to access, correct, or delete your personal information, or to object to or restrict certain processing. Contact us using the details below to make a request.

International transfers

If we transfer information across borders, we take steps to ensure appropriate safeguards are in place to protect your data.

Third-party links

Our website may link to external sites. We are not responsible for the privacy practices of those sites.

Changes to this policy

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

Contact us

Grassroots Finance
Email: info@grassrootsfinance.co.za
Phone: +27 81 790 8420
WhatsApp: +27 60 705 1670

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

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+27 81 790 8420
Phone · Mon–Fri
Mon–Fri · 08:00–17:00 SAST
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