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Privacy Policy

Last updated: October 18, 2026

Yam Accounting Solutions (“we”, “us”) respects your privacy. This Privacy Policy explains what personal information we collect through YAM, how we use it, and your choices. It aligns with the Protection of Personal Information Act, 2013 (POPIA) where applicable.

1. Information we collect

  • Account data: name, email, cellphone, login credentials (stored securely).
  • Company data: business name, addresses, tax and CIPC details, bank account information you enter.
  • Operational data: statements, transactions, invoices, customers, and files you upload.
  • Technical data: IP address, browser type, and logs used for security and troubleshooting.

2. How we use information

We use personal information to provide and improve the Service, authenticate users, process your bookkeeping and invoicing workflows, send service emails (such as activation and password reset), comply with law, and protect against fraud or abuse.

3. Sharing

We do not sell your personal information. We may share data with service providers (such as email delivery) under contract, or when required by law or to protect rights and safety.

4. Security

We use reasonable technical and organisational measures to protect data. No online system is completely secure; keep your password safe and log out on shared devices.

5. Retention

We retain information while your account is active and as needed for legal, tax, or backup purposes. You may request deletion subject to obligations we have to retain certain records.

6. Your rights

Under POPIA you may request access to, correction of, or deletion of personal information we hold about you, and object to certain processing where applicable. Contact us to exercise these rights.

7. Cookies

We use session cookies and similar technologies to keep you signed in and to operate the application. You can control cookies through your browser settings.

8. Children

The Service is not directed at children under 18. We do not knowingly collect their personal information.

9. Changes

We may update this policy. The “Last updated” date at the top will change when we do.

10. Contact

Privacy enquiries: admin@yam-accounting.com.

  • How to use YAM
  • · Terms & Conditions
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  • · Legal disclosures

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How to use Yam Accounting

Follow these steps to set up your books. Start with your company bank, then bring in transactions and billing.

  1. 1
    Upload statements

    Open Statement, choose Upload Statement, and import a PDF from your linked bank (FNB or Capitec). Assign categories and sections so transactions appear in reports.

  2. 2
    Add customers

    Go to Customer and add people or businesses you invoice. Include at least a cellphone number or email address.

  3. 3
    Create invoices

    On Invoice, create a quote or invoice for a customer, set the type and expiry date, then add line items and send or download as needed.

  4. 4
    View company reports

    Under Reports, open the income statement, balance sheet, or cash flow statement. Pick a date range to see totals built from your classified statement data.

    Income statement · Balance sheet · Cash flow