Legal Document
Privacy Policy
How Tax Service Mitra collects, uses, and protects your personal information
Last Updated: March 15, 2025
1Information We Collect
Tax Service Mitra collects information to provide professional CA, tax, and compliance services. We collect information in the following ways:
Information you provide directly:
- Name, email address, phone number when you fill our contact form
- PAN number, Aadhaar number, financial documents shared for tax filing purposes
- Business details, turnover, bank account information for GST/company registration
- Communication records (WhatsApp, email, calls) with our CA team
Information collected automatically:
- IP address, browser type, device information when you visit our website
- Pages visited, time spent, referring URLs via analytics tools
- Cookies and similar tracking technologies (see Section 4)
We collect sensitive financial and personal documents solely for the purpose of providing the specific service you have engaged us for. These documents are never used for any other purpose.
2How We Use Your Information
We use the information collected for the following purposes:
- To provide CA, tax, GST, company registration, and compliance services you have requested
- To communicate with you about your service requests, filings, deadlines, and notices
- To send appointment reminders, compliance deadline alerts, and service updates
- To improve our website, services, and AI tools based on usage patterns
- To comply with legal obligations under Indian tax laws and professional CA regulations
- To prevent fraud and ensure security of our systems
- To respond to legal requests from government authorities where required by law
We do not use your information for unsolicited marketing, sell it to advertisers, or share it with non-affiliated third parties for commercial purposes.
3Information Sharing & Disclosure
Tax Service Mitra does not sell, rent, or trade your personal information. We may share information only in these limited circumstances:
- Government Portals: Your PAN, Aadhaar, and financial details are shared with GSTN, Income Tax Portal, MCA, DGFT, and other government portals strictly for filing your returns and registrations
- Service Providers: Trusted technology partners (hosting, email, analytics) who process data on our behalf under strict confidentiality agreements
- Legal Requirements: When required by law, court order, or government authority under applicable Indian laws
- Business Transfer: In the event of a merger or acquisition, with notice provided to you
- With Your Consent: For any other purpose with your explicit prior consent
All our staff and associates who handle client data are bound by professional confidentiality obligations under the Chartered Accountants Act, 1949 and our internal data protection policies.
4Cookies & Tracking Technologies
Our website uses cookies and similar technologies to enhance your browsing experience:
- Essential Cookies: Required for the website to function correctly (session management, security)
- Analytics Cookies: Google Analytics to understand visitor behaviour and improve our website
- Preference Cookies: To remember your language and display preferences
You can control cookies through your browser settings. Disabling certain cookies may affect website functionality. By continuing to use our website, you consent to our use of cookies as described above.
5Data Security
We implement appropriate technical and organisational measures to protect your personal information:
- SSL/TLS encryption for all data transmitted through our website
- Restricted access — only authorised CA professionals can access client data
- Regular security audits and staff training on data protection
- Secure deletion of documents once the service purpose is fulfilled
- No storage of sensitive documents (Aadhaar, PAN copies) beyond the required period
While we take all reasonable precautions, no internet transmission is 100% secure. We encourage you to contact us via our secure WhatsApp or email for sharing sensitive documents.
6Data Retention
We retain your information for as long as necessary to provide our services and comply with legal obligations:
- Tax Filing Records: Retained for 8 years as required under Indian income tax laws
- GST Records: Retained for 6 years as required under GST Act
- Company/LLP Documents: Retained for the duration of the engagement plus 5 years
- Website Analytics: Aggregated data retained for 2 years
- Contact Form Data: Retained for 1 year or until your query is resolved
You may request deletion of your personal data at any time, subject to our legal retention obligations.
7Your Rights
As our client or website visitor, you have the following rights regarding your personal data:
- Right to Access: Request a copy of the personal information we hold about you
- Right to Rectification: Request correction of inaccurate or incomplete information
- Right to Erasure: Request deletion of your data (subject to legal retention requirements)
- Right to Restriction: Request that we limit the processing of your data
- Right to Object: Object to processing of your data for marketing purposes
- Right to Data Portability: Receive your data in a structured, machine-readable format
To exercise any of these rights, please contact us at info@taxservicemitra.com or call +91-9135051086. We will respond within 30 days.
8Third-Party Links
Our website may contain links to government portals (GST, Income Tax, MCA, DGFT) and third-party websites. These links are provided for your convenience and do not constitute an endorsement of their privacy practices.
We are not responsible for the privacy policies or content of external websites. We encourage you to review the privacy policy of any third-party website you visit.
9Children’s Privacy
Our services are intended for adults (18 years and above) and businesses. We do not knowingly collect personal information from children under 18. If you believe a child has provided us with personal information, please contact us immediately and we will delete such information promptly.
10Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. We will notify you of significant changes by:
- Posting the updated policy on this page with a new “Last Updated” date
- Sending an email notification to registered clients for material changes
Your continued use of our services after changes constitutes acceptance of the updated policy. We encourage you to review this policy periodically.