Privacy Policy

Last updated: June 2026

Irshaad Essa Advisory (also trading as IE Advisory and Irshaad Essa & Associates), a sole proprietorship registered and operating in South Africa (“we”, “us”, “our”), is committed to protecting your personal information in accordance with the Protection of Personal Information Act 4 of 2013 (POPIA) and all applicable South African privacy legislation.

This policy explains what personal information we collect, why we collect it, how we use it, and what rights you have regarding your information.

1. Who We Are

Responsible Party: Irshaad Essa Advisory
Trading as: IE Advisory / Irshaad Essa & Associates
Physical address: 202D Kaliden House, 118 Problem Mkhize Road, Berea, Durban, 4001
Email: info@ieadvisory.co.za
Phone: 031-207 8692
Website: www.ieadvisory.co.za

2. What Personal Information We Collect

We may collect the following categories of personal information:

Identity information: full name, company name
Contact information: email address, phone number, physical or postal address
Financial information: bank account details, tax reference numbers, income and expense records — only where required to render professional accounting, tax or payroll services
Business information: company registration numbers, VAT numbers, PAYE numbers, financial statements
Website usage data: IP address, browser type, pages visited, time on site — collected automatically via cookies and analytics tools
Communication records: emails, messages, and consultation notes

3. Why We Collect Your Information

We collect and process your personal information for the following purposes:

To provide accounting, tax advisory, payroll, and related professional services
To respond to enquiries and consultation requests submitted through our website
To fulfil our legal and regulatory obligations as a CA(SA) and SAICA member, including SARS submissions and CIPC filings
To send service-related communications and updates
To improve our website and marketing efforts using anonymised analytics data
To comply with the South African Revenue Service (SARS), Companies and Intellectual Property Commission (CIPC), and other regulatory bodies

We only process your personal information where we have a lawful basis to do so, including where it is necessary for the performance of a contract, compliance with a legal obligation, or based on your consent.

4. How We Use Cookies and Tracking

Our website uses cookies and similar tracking technologies, including:

Google Analytics: to understand how visitors use our site (anonymised data)
Google Ads: to measure the effectiveness of our advertising and track consultation bookings
Functional cookies: to ensure the website operates correctly

You can control cookie preferences through your browser settings. Disabling certain cookies may affect website functionality. By continuing to use our website, you consent to our use of cookies as described above.

5. Sharing of Personal Information

We do not sell your personal information to third parties. We may share your information only in the following circumstances:

With regulatory bodies: SARS, CIPC, and other authorities where required by law or as part of the services we provide on your behalf
With service providers: cloud accounting platforms (such as Xero and Sage), secure document management tools, and IT service providers — only to the extent necessary to deliver our services, and subject to data processing agreements
With your consent: where you have authorised us to share your information with a third party
In legal proceedings: where we are required to disclose information by law, court order, or regulatory authority

6. How We Store and Protect Your Information

Your personal information is stored securely using industry-standard measures including:

Encrypted cloud-based accounting and document management platforms
Password-protected systems with restricted access
Secure email communications

We retain your personal information for as long as is necessary to fulfil the purposes for which it was collected, or as required by law — including SARS record-keeping requirements of a minimum of five years.

7. Your Rights Under POPIA

As a data subject under POPIA, you have the right to:

Access: request a copy of the personal information we hold about you
Correction: request that we correct inaccurate or incomplete information
Deletion: request that we delete your personal information, subject to our legal retention obligations
Objection: object to the processing of your personal information in certain circumstances
Withdrawal of consent: where processing is based on your consent, you may withdraw it at any time
Complaint: lodge a complaint with the Information Regulator of South Africa if you believe your rights have been violated

To exercise any of these rights, contact us at:
Email: info@ieadvisory.co.za
Phone: 031-207 8692

8. Information Regulator

If you are not satisfied with how we have handled your personal information, you have the right to lodge a complaint with South Africa’s Information Regulator:

Information Regulator (South Africa)
Website: www.inforegulator.org.za
Email: inforeg@justice.gov.za
Phone: 012 406 4818

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies independently.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable legislation. The updated date at the top of this page will reflect when it was last revised. We encourage you to review this policy periodically.

11. Contact Us

For any questions, requests, or concerns regarding this Privacy Policy or how we handle your personal information, please contact us:

Irshaad Essa Advisory
202D Kaliden House, 118 Problem Mkhize Road, Berea, Durban, 4001
Email: info@ieadvisory.co.za
Phone: 031-207 8692
Website: www.ieadvisory.co.za