Privacy Policy

Last updated: May 2026

Introduction

ProcessX ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our bookkeeping and financial management platform.

We are a product of The Process Enterprise (Pty) Ltd, registered in South Africa. We comply with the Protection of Personal Information Act (POPIA) and other applicable data protection laws.

Information We Collect

Personal Information

When you register for an account, we collect:

  • Name and email address
  • Company name and registration details
  • Contact information
  • VAT registration number (if applicable)

Financial Information

To provide our services, we collect and store:

  • Income and expense records
  • Asset information
  • Vehicle logbook entries
  • Receipt images and documents
  • Bank statement information (when uploaded)

Usage Information

We automatically collect:

  • Log data (IP address, browser type, pages visited)
  • Device information
  • Usage patterns and feature interactions

How We Use Your Information

We use your information to:

  • Provide and maintain our bookkeeping services
  • Generate financial reports and tax calculations
  • Process your transactions and manage your account
  • Send you important service updates and notifications
  • Improve our platform and develop new features
  • Respond to your support requests
  • Comply with legal obligations

Data Security

We implement industry-standard security measures to protect your data:

  • Encryption in transit (TLS/SSL) and at rest
  • Secure cloud infrastructure with regular security audits
  • Access controls and authentication mechanisms
  • Regular backups and disaster recovery procedures
  • Employee training on data protection

Data Sharing

We do not sell your personal or financial data. We may share information with:

  • Service providers who assist in operating our platform (hosting, analytics)
  • Legal authorities when required by law
  • Professional advisors (accountants, lawyers) at your request

Your Rights

Under POPIA, you have the right to:

  • Access your personal information
  • Request correction of inaccurate data
  • Request deletion of your data (subject to legal requirements)
  • Object to processing of your data
  • Request data portability
  • Lodge a complaint with the Information Regulator

Data Retention

We retain your data for as long as your account is active or as needed to provide services. Financial records are retained for at least 5 years as required by SARS regulations. You can request deletion of your account and data at any time, subject to legal retention requirements.

Cookies

We use essential cookies to enable core functionality and analytics cookies to improve our service. You can control cookie preferences through your browser settings.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by email or through a notice on our platform.

Contact Us

If you have questions about this Privacy Policy or want to exercise your rights, contact us at:

The Process Enterprise (Pty) Ltd

Email: privacy@theprocesse.com

Website: www.theprocesse.com