How we work and handle your data

What happens after you contact us, and how your documents and information are kept safe.

Our process

  1. Share your detailsTell us what you need on WhatsApp, email or the enquiry form.
  2. Get a clear planWe confirm the scope, the documents needed and the timeline.
  3. We prepare, you reviewDrafts and computations are shared with you before anything is filed.
  4. Filed and documentedYou receive acknowledgements and a note on what happens next.

How we handle your data

  • Your documents are used only for the work you have asked us to do.
  • We do not share your information with anyone except the authorities you are filing with, or others you approve.
  • Portal logins and passwords stay under your control. Where we need access, we use it only for your work, and you can change the password at any time.
  • Files are stored in access-controlled folders, not on shared or public drives.
  • When an engagement ends, we return or delete documents on request, except where we must keep records by law.

What we ask of you

  • Share complete and accurate information, so filings are correct.
  • Review drafts before we file, and tell us if anything looks wrong.
  • Tell us about notices or emails from the authorities as soon as they arrive.
WhatsApp