At Online CA Filing, which we’ll refer to as “Online CA Filing,” protecting the personal information of our clients and others is a top priority. We’re committed to complying fully with the Information Technology Act, 2000, and related amendments, as well as other applicable laws in India. Building trust and maintaining strong client relationships is at the heart of everything we do.

This Privacy Policy outlines Online CA Filing’s practices for collecting and sharing personal information, specifically in managing income tax policies and delivering our services. These include tax preparation, tax planning, addressing tax queries, and financial planning within the Indian context.

Who This Privacy Policy Applies To

This policy is relevant to anyone who interacts with our services, including:

• Clients: Individuals who use our services and share personal information with us.
• Advisers: Professionals who collaborate with us or offer guidance to our clients.
• Visitors: Individuals visiting our website or app, whether registered or not.
• Service Providers: Entities or individuals offering services to us or on our behalf.
• Enquirers: Individuals reaching out for information on our services, policies, or other related matters.
• Direct or Indirect Beneficiaries: Those directly or indirectly benefiting from our services.

For simplicity, we’ll collectively refer to all these groups as “you.” This policy applies to our website, app, and various services, including income tax filing, tax notices, tax scrutiny, tax planning, and related products.

Key Areas of Our Privacy Policy

Our Privacy Policy is designed to clarify our approach to privacy and covers the following areas:

• Information We May Collect About You: Details about the types of personal information we may collect.
• Purpose of Collecting Your Information: Reasons for gathering your data.
• How We Use Your Personal Information: How we may use your personal data.
• Consent: The role of your consent in processing your data in line with applicable laws.
• Sharing Your Personal Information: Circumstances under which we might share your information, always respecting confidentiality.
• Security of Your Personal Information: How we protect your data through secure practices.
• Retention of Your Personal Information: How long we keep your information and why.
• Your Rights: Information about your rights regarding your data.
• Contacting Us: How to reach our designated Grievance Officer for privacy matters.
• Changes to Our Privacy Policy: Updates to this policy as our services evolve.
• Cookies Statement: Information on how we use cookies on our website.
• Miscellaneous: Additional relevant details about our privacy practices.

Information We Collect About You

We may gather the following types of personal information:

• Newsletter Subscription: When you subscribe, we collect your email to send newsletters.
• Provided Information: Information you give by filling out forms or uploading data.
• Registration Details: Personal identification details like name, address, contact info, and password, essential for tax preparation services.
• Advisory Services: Information related to your instructions for advisory services and claims or complaints.
• Tax-Related Information: Information required for tax services, such as PAN, bank details, income data, and tax forms.
• Tax Scrutiny/Notice Services: Relevant data, including notices from tax authorities, for response preparation.
• Communication Records: Records of correspondence, emails, voicemails, or conversations with you.
• Website Interaction: Information on your visits to our website, including IP address, browser version, traffic data, and web logs.
• Publicly Available Information: Data from public sources, including social media.

Why We Collect Information About You

We may use your data for lawful purposes, including:

• Improving Security: Protecting our network and systems from threats.
• Preventing Fraud: Detecting and preventing online fraud and cybercrime.
• Maintaining Records: Keeping accurate financial and operational records.
• Personalizing Services: Enhancing and tailoring our services for a better experience.
• Compliance: Meeting legal obligations, regulatory requirements, and responding to law enforcement.
• Facilitating Tax Planning and Advisory Services: Supporting your financial and tax planning needs.
• Training and Quality Assurance: Ensuring high service standards.
• KYC Compliance: Fulfilling KYC requirements as per regulations.
• Contract Performance: Processing data for fulfilling our contractual obligations with you.

How We Use Your Personal Information

We use your data to:

• Assess Tax Planning Needs: Evaluate your requirements for tax planning and advisory services.
• Manage Tax Filing Services: Efficiently handle your income tax filing and planning.
• Monitor Quality: Review calls and transactions to uphold quality standards and prevent fraud.
• Verify Identity: Conduct identity checks as required by law.
• Recover Payments: Process information for payment collection.
• Analyze Services: Improve our services through data analysis.
• Notify of Updates: Inform you of changes or updates to our services.
• Market to You: Send marketing communications through various channels.

Consent

Your consent may be necessary for us to process your data in compliance with the Information Technology Act, 2000, and related laws. If consent is required, we’ll request it, and you can withdraw it at any time.

When you visit our website and engage with its content, it is considered as consent to Online CA Filing’s privacy policies.

Sharing Your Personal Information

We uphold strict non-disclosure standards, but in specific cases, we may share your information with:

• Our Affiliates: To support business operations, limited to purposes stated in this policy.
• Service Providers: To fulfill services like KYC validation and facilitate automated data gathering for tax filing.
• Joint Marketing Partners: In cases where we have marketing arrangements.
• Successors in Business: If we transfer rights or assets, client information may be included.
• Governmental Authorities: To assist in legal processes or regulatory compliance.

Our service providers are contractually required to handle your data responsibly and are prohibited from using it for unauthorized purposes.

This Privacy Policy ensures transparency in how we protect your information, making our services secure, personalized, and trustworthy. We never sell or share your data with third parties for commercial purposes without your consent.