Trust Centre

We respect the privacy and confidentiality of your information and process personal information in accordance with the Protection of Personal Information Act, 2013 (POPIA).

Assessments and documents

  • CASA security assessment

    TAC Security assessed Bill's application in April 2026 as part of Google's CASA Tier 2 requirement for access to Gmail data.

    Google requires us to repeat the CASA assessment annually.

    Ask about the assessment
  • Privacy policy

    What we collect, why, how long we keep it, and your rights under POPIA.

    Read
  • Terms of service

    Our terms for processing personal information on your behalf.

    Read
  • Cookie policy

    Which cookies our website sets, why, and how to change your choice.

  • Refund policy

    When and how to request a refund.

    Read
  • PAIA manual

    What records we hold and how to request access to them.

    Read

Where we store and process your information

WhatWhereProvider
Your records: clients, matters, time, invoices, books and documentsSouth AfricaGoogle Cloud, Johannesburg
Encryption keysSouth AfricaGoogle Cloud, Johannesburg
Chat review write-upsGlobal; no fixed processing regionGoogle Cloud (Gemini)
Chat messages (Gemini)Global; no fixed processing regionGoogle Cloud (Gemini)
Chat messages (Claude)United States, Europe, Asia or Australia; normally kept in the United States for up to 30 days, with longer retention for flagged contentAnthropic (Claude)
Invoice extraction (Claude)United States, Europe, Asia or Australia; normally kept in the United States for up to 30 days, with longer retention for flagged contentAnthropic (Claude)
Choosing the tools for a chat reply, and reviewing its qualityUnited States; zero retention of prompts and outputs, with billing and usage metrics retainedTypeSafe
Assisting with bookkeeping allocationsUnited States; zero retention of prompts and outputs, with billing and usage metrics retainedTypeSafe
Voice notes converted to textEuropean UnionGoogle Cloud Speech-to-Text
Reading the text of PDFs and images you uploadEuropean Union; Google does not keep the file after reading itGoogle Cloud Document AI
WhatsApp messagesUnited StatesTwilio and WhatsApp
Outgoing emailUnited StatesSendGrid

How we limit access to your information

TopicDetails
AccessAccess is controlled by account permissions. Authorised Bill administrators and service providers also have access to information to operate and support the service.
Account separationRecords belong to one account. Bill checks each request against that account to prevent access to another practice's data.
Audit trailAudit logs record successful authenticated requests, their accounts and the people who made them.
Signing inSign in with Google, Microsoft or a password. Passwords are stored as bcrypt hashes.
Connected inboxes and calendarsBill reads connected emails and calendar events to draft time entries, and emails to find invoices. Google Workspace data is used under Google's Limited Use requirements. Disconnect inboxes from the Emails screen and calendars from the Calendar screen.

AI and your data

ProtectionOur arrangement
Processing agreementsOur AI providers process personal information under service terms and data processing agreements governing its use and protection.
Training restrictionsGoogle's terms prohibit training or fine-tuning on your data without our permission or instruction. Anthropic's terms prohibit training on your data. TypeSafe has confirmed no training on prompts or outputs under our zero-retention arrangement.
Assistants you connectIf you connect Claude, ChatGPT or another assistant to Bill, its provider is your service provider, not ours. The provider’s terms decide what happens to the information the assistant reads. See connecting an AI assistant.
Access to termsLinks to our AI providers' published agreements appear in the subprocessor table below. You can also request details from privacy@bill.co.za.

Security practices

TopicDetails
EncryptionTraffic uses TLS. Databases and files are encrypted at rest. Sensitive fields, including integration access tokens and voice note transcripts, have a second layer of AES-256-GCM encryption, with keys held in Google Cloud Key Management Service.
BackupsDaily database backups include point-in-time recovery for the last seven days.
Software inventoryEach production release lists its third-party software so we can check for affected components when vulnerabilities are reported.

Subprocessors

Provider / agreementPurposeLocation

The Bill platform

Google Cloud PlatformHosting, database, file storage, encryption keys and AI modelsSouth Africa; AI processing global
Google Cloud Speech-to-TextTranscribing voice notesEuropean Union
Google Cloud Document AIReading the text of PDFs and images you uploadEuropean Union
AnthropicIn-app chat and invoice extraction using ClaudeUnited States; processing may also run in Europe, Asia or Australia
Firebase HostingServing the web app; logs IP addresses and requests, but does not store your recordsGlobal
TwilioSending and receiving WhatsApp messages, and phone verification codesUnited States
WhatsApp / MetaCarrying WhatsApp messagesUnited States
SendGridSending email, such as invoices and notificationsUnited States
PaystackTaking subscription paymentsSouth Africa
TypeSafeChoosing which of the assistant's tools a chat reply needs, from your latest messages, and assessing the quality of the chat assistantUnited States

Bookkeeping and tax services

Google WorkspaceOur email and working documents for your engagementEurope
SimplePayPayroll, if included in your engagementIreland
TypeSafeAssisting with bookkeeping allocationsUnited States

Our website

Cloudflare Web AnalyticsCounting visits to bill.co.za and measuring page-load speed; receives your IP address, sets no cookiesGlobal
Google AnalyticsMeasuring how visitors use bill.co.za, if they accept analytics cookiesGlobal

You choose your email, calendar, Xero and bank accounts, and whether to sign in with Google or Microsoft. We do not engage these providers as subprocessors.

Google Ads measures which advertisements lead to sign-up link clicks. It processes this information as a separate responsible party, so it is not listed above. See our Cookie Policy.

Leaving Bill

TopicDetails
ExportExport your data from the app at any time. After your account closes, you can still ask us for a copy for 30 days.
DeletionYou can delete your account in the app. Thirty days after closure, we delete or anonymise its personal information, unless it is needed to comply with the law or resolve a dispute.

Questions, requests and security reports

Email
privacy@bill.co.za
Information Officer
Frederick James (Ricky) Klopper
Company
ASDF Consulting (Pty) Ltd, 2023/566704/07, Stellenbosch

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