1. Data We Collect
To provide our tax advisory and filing services, we collect the following information:
- Personal identifiers: Full name, email address, phone number, country of residence.
- Financial details: Income details (salary, rental, interest, dividends, capital gains), property sale/purchase information, asset declarations, bank account details (NRO/NRE).
- Tax-related documents: AIS, 26AS, TIS, Form 16, sale deeds, bank statements, and other documents you upload or share for your engagement.
- Residency information: Passport details, travel history, days of stay in India.
- Communication records: Emails, messages, and notes exchanged during your engagement.
2. Purpose of Data Collection
Your data is used exclusively for:
- Tax computation: Calculating your tax liability, capital gains, income from house property, and other heads of income.
- Advisory services: Generating professional advisory memos, residency analysis, DTAA analysis, and tax planning recommendations.
- Return filing: Preparing and filing your Income Tax Return with the Indian Income Tax Department.
- Client communication: Sending you updates on your case status, deliverables, and any queries from our team.
3. Data Storage
Your data is stored securely on Supabase, a cloud database platform. Key security measures include:
- Encryption at rest using AES-256 for all stored data.
- Encryption in transit using TLS 1.2+ for all data transfers.
- Row-level security policies ensuring team members only access cases assigned to them.
- Regular automated backups with point-in-time recovery.
- Infrastructure hosted on SOC 2 Type II certified cloud providers.
4. Data Retention
We retain your data for a minimum of 7 years from the date of the relevant assessment year, in compliance with Indian tax law requirements. This is necessary because:
- Income tax assessments can be reopened up to 4 years (6 years in certain cases) after the end of the assessment year.
- Supporting documentation may be required for responding to notices or reassessment proceedings.
- Professional standards require retention of working papers and client records.
After the retention period, data is securely deleted or anonymised.
5. Third-Party Data Sharing
We share your data only with the following third parties, strictly for the purposes described:
Anthropic AI (Claude)
Your case data (income details, property information, residency status) is sent to Anthropic's AI models for analysis, computation verification, and advisory content generation. Key safeguards:
- No personal identifiers (name, email, phone, PAN) are stored by the AI provider.
- Data sent to AI is used only for generating your specific analysis and is not used for AI model training.
- AI outputs are always reviewed by our qualified professionals before delivery.
We do not sell, rent, or share your personal data with any other third parties for marketing or any purpose unrelated to your tax engagement.
6. Your Rights
As a client, you have the right to:
- Access: Request a copy of all personal data we hold about you.
- Correction: Request correction of any inaccurate or incomplete data.
- Deletion: Request deletion of your data, subject to our legal retention obligations (7-year minimum for tax records).
- Portability: Request your data in a structured, machine-readable format.
To exercise any of these rights, email us at [email protected]. We will respond within 30 days.
7. Cookies
Our platform uses minimal cookies, limited to:
- Authentication session cookie: Required to keep you logged in to the team dashboard. This is a functional cookie and cannot be disabled while using the platform.
- Theme preference: A local storage entry to remember your light/dark mode preference.
We do not use any analytics, tracking, advertising, or third-party cookies.
8. Changes to This Policy
We may update this Privacy Policy from time to time. Material changes will be communicated to active clients via email. The "Last updated" date at the top of this page reflects the most recent revision.
9. Contact
For any questions or concerns about this Privacy Policy or your data, please contact us: