Privacy Policy

At Tax Pal Solutions Private Limited , we respect your privacy and are committed to protecting your personal data. This Privacy Policy explains how we collect, use, share, store, and protect your information when you visit our website, use our services, or interact with us in any manner.

This policy is intended to comply with applicable Indian laws, including the Digital Personal Data Protection Act, 2023 and Rules, 2025 (DPDP) and the Information Technology Act, 2000 and SPDI Rules, 2011. The Times of India+4Ernst & Young+4oercs.berkeley.edu+4

1. Information We Collect

We collect information to deliver our tax and financial services efficiently and lawfully. The categories include:

a) Personal Data You Provide

• Name, email address, phone number, mailing address
• PAN, Aadhaar, date of birth, or other identifiers
• GST details, business registration information
• Any other information you submit through forms, email, WhatsApp, or other communication channels

b) Financial & Tax Information

• Bank account details (for refunds or compliance filing)
• Income/expense records, salary slips, invoices
• Investment proofs, TDS/TCS certificates, returns, audit files
• Other documents required for tax filing or bookkeeping

c) Usage & Device Data

• IP address, browser type, device identifiers
• Pages visited, time spent, referring/exit pages, clicks
• Logs and diagnostic data to improve site performance

d) Cookies & Similar Technologies

2. How We Use Your Information

We use your information for the following purposes:

1. Service delivery & account management

• Tax filing, bookkeeping, financial planning, and consulting
• Creating and managing your account, requests, or engagements

1. Compliance & regulatory filing

• Submitting filings to authorities (e.g., Income Tax Department, GSTN)
• Maintaining records required under tax laws

1. Communication & support

• Service updates, due-dates, reminders, and document requests
• Responding to queries and providing customer support

1. Improvement & personalization

• Enhancing service quality, website performance, and user experience
• Internal analytics and process optimization

1. Legal, security & fraud prevention

• Meeting legal obligations and enforcing agreements
• Detecting fraud, misuse, unauthorized access, or illegal activity

We process data only for lawful purposes and on valid grounds such as your consent, contractual necessity, or compliance with law. Ernst & Young+2PwC+2

3. Sharing and Disclosure of Information

We do not sell or rent your personal data. We may share your data only when necessary:

a) With Your Consent

When you authorize us to share data for a specific purpose.

b) With Service Providers (Data Processors)

We may share data with trusted vendors who support our operations, such as:

• Payment gateways
• Cloud storage and document management
• IT/security and communication tools

These providers are bound by confidentiality and data-protection obligations.

c) For Legal or Regulatory Reasons

We may disclose information to courts, regulators, or government authorities if required under law, including DPDP or tax regulations.

d) In Business Transfers

If we undergo merger, acquisition, restructuring, or sale, your data may be transferred subject to continued protection under this Policy.

4. Data Security

We use reasonable and industry-standard safeguards including:

• Encryption in transit and at rest where feasible
• Secure access controls and role-based permissions
• Regular monitoring and backups
• Confidentiality commitments for staff and contractors

However, no online system is fully risk-free. Please protect your devices and login credentials.

5. Data Retention

We retain your personal and financial information only as long as needed for:

• Providing services to you
• Legal and regulatory compliance (including tax record requirements)
• Resolving disputes and enforcing agreements

When retention is no longer necessary, data is securely deleted or anonymized. DPDP requires retention not exceed necessity. Ernst & Young+1

6. Your Rights (Data Principal Rights)

Subject to applicable law, you may have the right to:

• Access your personal data
• Correct / update inaccurate data
• Delete your data (where legally permissible)
• Withdraw consent for processing
• Request a copy of your stored data
• Grievance redressal and complaint to the Data Protection Board (if unresolved)

To exercise your rights, contact us at support@taxpalsolutions.com. We may need to verify your identity before acting on your request. Ernst & Young+2PwC+2

7. Cross-Border Data Transfers

If any data is processed or stored outside India (for example, through cloud providers), we ensure such transfers follow DPDP Rules and apply suitable safeguards. Ernst & Young+1

8. Cookies & Tracking Technologies

We use cookies to:

• Remember preferences
• Improve website performance
• Analyze traffic and usage patterns
• Provide a better browsing experience

You may control or disable cookies through browser settings. Disabling cookies may affect some site features.

9. Third-Party Links

Our website may contain links to third-party sites. Their privacy practices are independent of ours. We encourage you to review their policies separately.

10. Children’s Privacy

Our services are not meant for persons under 18 years. We do not knowingly collect personal data from minors. If you believe a child has provided data, contact us for deletion. DPDP mandates additional protections for children’s data. Ernst & Young+1

11. Updates to This Policy

We may update this Privacy Policy periodically. The revised version will be posted on this page with an updated “Last Updated” date. Continued use of our services after changes means you accept the updated policy.

12. Contact & Grievance Redressal

For questions, requests, or complaints about your data:

Tax Pal Solutions Private Limited
📧 Email: support@taxpalsolutions.com
 

We will address grievances within a reasonable timeframe as required under applicable law.