Privacy Policy

1. Information We May Collect

The information we may collect depends on how you interact with us and the nature of the services you request.

A. Contact Information

We may collect information such as:

• Name
• Email address
• Mobile or telephone number
• Business or organisation name
• Communication address
• Other contact details voluntarily provided by you

B. Service-Related Information

We may collect information and documents relating to services such as:

• Income Tax and ITR filing
• GST registration and compliance
• Accounting and bookkeeping
• TDS/TCS compliance
• ROC and company compliance
• Audit and assurance-related services
• MSME/Udyam registration
• Company incorporation and business registrations
• Tax consultation
• Other taxation, accounting or compliance matters

Depending on the requested service, this may include financial, tax, business, registration, statutory or compliance-related information.

C. Website and Technical Information

Depending on the technologies and services used on our Website, certain technical information may be collected automatically, including:

• IP address
• Browser type
• Device type
• Operating system
• Pages visited
• Approximate date and time of visit
• Referring website or source
• General Website usage information

D. Communication Information

We may retain information contained in communications sent through:

• Website enquiry or contact forms
• Email
• Telephone
• WhatsApp
• Social media
• Other communication channels used in connection with our services

We may maintain relevant communication and service records where reasonably necessary for providing, managing or documenting our services.

2. How We Use Your Information

We may use information for business, professional, administrative and service-related purposes, including:

• Responding to enquiries and requests
• Understanding your service requirements
• Providing taxation, GST, accounting, audit and compliance-related services
• Preparing or assisting with applications, returns, registrations and compliance requirements
• Communicating with you regarding an enquiry or engagement
• Providing updates relating to requested services
• Maintaining appropriate business and professional records
• Managing billing, payments and administrative matters
• Improving our Website, services and user experience
• Maintaining Website and information security
• Preventing misuse, fraud or unauthorised activity
• Complying with applicable legal, regulatory, statutory or professional requirements
• Sending service-related communications
• Sending promotional or marketing communications where permitted by applicable law

Where you receive optional marketing communications from us, you may request that such communications stop by contacting us at info@myfintaxadvisor.com .

We seek to use personal information only for purposes reasonably connected with the interaction, enquiry or service for which it was provided, or for other purposes permitted or required under applicable law.

3. Tax, Financial and Compliance Information

Certain professional services may require you to provide financial, tax, business, statutory or other confidential information and supporting documents.

Depending on the service, such information may include:

• PAN-related information
• Tax and income information
• Financial details and records
• GST-related information
• Accounting and bookkeeping records
• Business registration information
• TDS/TCS-related information
• Invoices and supporting documents
• Bank or transaction-related information where necessary for the requested service
• Corporate and statutory records
• Other information or documents required for professional or statutory compliance

You should provide only information reasonably necessary for the relevant service.

We may use such information for providing or facilitating the requested service, carrying out professional responsibilities, maintaining appropriate records and meeting applicable legal, regulatory or statutory requirements.

4. Basis for Processing Information

We process personal information only where there is an appropriate basis under applicable law.

Depending on the circumstances, this may include your consent, processing necessary to respond to or fulfil a service requested by you, processing for certain legitimate uses recognised under applicable law, or processing required to comply with legal, regulatory, statutory or professional obligations.

Where processing depends on your consent, you may request withdrawal of that consent by contacting us. Withdrawal will not affect processing already lawfully undertaken and may not prevent processing that is otherwise permitted or required by applicable law.

5. Sharing, Disclosure and Confidentiality

We do not sell or rent your personal information to third parties for monetary consideration.

Client information and documents are treated as confidential and are intended to be accessed, used or disclosed only to the extent reasonably necessary for providing the requested services, administering the engagement, or meeting applicable legal, regulatory, statutory or professional requirements.

Where reasonably necessary, information may be disclosed to or processed through:

• Government departments, statutory authorities or regulatory bodies
• Income Tax, GST, ROC/MCA and other official portals or authorities
• Professional advisers or professionals assisting with the requested service
• Technology, hosting, communication, payment or software service providers
• Other service providers reasonably required to facilitate the requested service
• Law enforcement agencies, courts or authorities where disclosure is legally required
• Other parties where you authorise or request the disclosure

Where service providers process information in connection with our services, we seek to use appropriate providers and reasonable safeguards having regard to the nature of the information and applicable requirements.

6. Third-Party Websites and Services

Our Website may contain links to or interact with third-party websites, platforms and services, including:

• WhatsApp
• YouTube
• Facebook
• Instagram
• LinkedIn
• Government and statutory portals
• Payment, hosting, analytics or other technology platforms

Third-party websites and services operate under their own terms, privacy policies and security practices. My FinTax Advisor does not control the privacy or security practices of independent third-party services.

We recommend reviewing the applicable privacy policy before providing personal information directly to a third-party service.

7. Cookies, Analytics and Advertising Technologies

Our Website may use cookies and similar technologies for functionality, security, performance, analytics, user preferences and, where applicable, advertising or marketing purposes.

These technologies may be used for purposes including:

• Essential Website functionality
• Website security
• Analytics and usage measurement
• Performance monitoring
• Remembering user preferences
• Advertising and marketing, where applicable

We may use third-party analytics, advertising or technology providers. Where advertising services such as Google advertising products are used, Google and other third-party vendors may use cookies or similar technologies to serve, measure or personalise advertising in accordance with their own policies and applicable consent requirements.

You may control certain cookies through your browser settings, Website consent controls where available, or the privacy and advertising controls provided by the relevant third-party service. Disabling certain technologies may affect some Website functionality.

Where applicable law requires consent before non-essential cookies or similar technologies are used, appropriate consent mechanisms may be provided.

8. Data Security and Personal Data Breaches

We take reasonable technical and organisational measures appropriate to the nature of the information handled to protect information against unauthorised access, misuse, alteration, disclosure or loss.

However, no method of Internet transmission, electronic communication or electronic storage can be guaranteed to be completely secure. Accordingly, absolute security cannot be guaranteed.

If we become aware of a personal data breach affecting information handled by us, we may take reasonable steps to contain, investigate and address the incident and, where required by applicable law, provide notifications to affected individuals or relevant authorities.

9. Data Retention

We retain information for as long as reasonably necessary for the purpose for which it was collected or processed and for periods required or permitted under applicable tax, company, accounting, regulatory, statutory and other laws.

Information may also be retained where reasonably necessary to maintain professional and business records, complete an engagement, resolve disputes, establish or defend legal claims, enforce agreements or comply with regulatory and professional obligations.

Retention periods therefore vary according to the nature of the information, service and applicable requirements.

When information is no longer reasonably required, it may be deleted, anonymised or otherwise securely disposed of, subject to applicable legal, regulatory, professional and technical requirements.

10. Your Rights and Choices

Subject to applicable law and to the commencement and applicability of relevant legal provisions, you may have rights or choices regarding your personal information, including the ability to:

• Request information regarding personal data being processed about you
• Request correction or updating of inaccurate or incomplete personal information
• Request erasure of personal information where legally applicable
• Withdraw consent where processing is based on consent
• Raise a privacy-related request or grievance
• Nominate another individual to exercise applicable rights in circumstances provided by law
• Exercise other rights available under applicable law

Certain requests may be limited by legal, regulatory, statutory, professional or record-retention requirements.

We may request information reasonably necessary to verify your identity or the nature of your request before acting on it.

11. Processing or Storage Outside India

Some technology, communication, cloud, analytics, social media or other service providers used in connection with our Website or services may process or store information using systems or infrastructure located outside India.

Where personal information is transferred, processed or stored outside India, we will seek to handle such processing in accordance with applicable Indian law and any applicable restrictions or requirements concerning cross-border processing of personal data.

12. Your Responsibilities

You are responsible for ensuring that information and documents supplied by you are accurate, complete and reasonably up to date.

You should not provide personal information belonging to another individual unless you are authorised or otherwise lawfully entitled to provide that information for the relevant purpose.

You should also take reasonable precautions when transmitting confidential information through email, messaging applications or other electronic channels.

13. Children’s Privacy

Our Website and professional services are primarily intended for adults, businesses and organisations.

For the purposes of applicable provisions of the Digital Personal Data Protection Act, 2023, a child means an individual who has not completed eighteen years of age.

We do not knowingly seek to collect personal information from children for purposes unrelated to lawful professional services.

Where information relating to a child is required for a lawful tax, financial, registration or other professional service, we may require involvement, authorisation or consent from a parent or lawful guardian where required by applicable law.

If you believe that information relating to a child has been provided to us without appropriate authority or consent, please contact us so that we can review the matter.