TaxOptima ("we", "us", "our") is committed to protecting the privacy of everyone who visits our website or uses our services. This policy explains what information we collect, how we use it, and the choices you have.
Information we collect
We collect information you provide directly, such as your name, email address, phone number, company details and any documents you share with us to deliver a service. We also collect limited technical information automatically, such as your browser type and pages visited, to help us improve the website.
How we use your information
We use your information to respond to your enquiries, deliver the services you request, meet our professional and legal obligations, and keep you informed about deadlines and matters relevant to your engagement. We do not sell your personal information to anyone.
Confidentiality
As a professional practice, client confidentiality is central to how we work. Documents and financial information you share are handled only by the team assigned to your file and are stored using secure, access-controlled systems.
Sharing of information
We share your information only where necessary to deliver your service, for example with government portals and statutory authorities as part of a filing, or with trusted service providers who support our operations under strict confidentiality obligations. We may also disclose information where required by law.
Data retention
We retain your information for as long as needed to provide our services and to comply with our legal, regulatory and professional record-keeping obligations, after which it is securely deleted or anonymised.
Your rights
You may request access to the personal information we hold about you, ask us to correct inaccuracies, or request deletion where we are not required to retain it. To make a request, contact us using the details below.
Cookies
Our website may use cookies to remember your preferences and understand how the site is used. You can control cookies through your browser settings.
Contact us
If you have any questions about this policy or how we handle your information, please email taxoptimaad@gmail.com or call +91 96542 79640.