DPDP-ready privacy notice
Privacy Policy
Clear notice for how ATAX.IN handles personal, tax, payment, wallet and bank-tool data.
Last updated: 13 July 20261. Purpose of this Privacy Policy
This Privacy Policy explains how ATAX.IN collects, uses, shares, stores and protects personal data when visitors use this website, create an account, book an appointment, make a payment, use PDF/bank statement tools, contact us, or purchase a service.
ATAX.IN handles tax, accounting and financial-document information carefully because such data may be sensitive in practical terms. This policy follows the core principles of lawful purpose, clear notice, consent, data minimisation, security and grievance redressal.
2. Data We May Collect
- Name, email, mobile number, billing details and login identity.
- Service selections, order/payment history, wallet balance and report usage records.
- Documents or details shared for ITR, GST, accounting, appointment or bank statement analysis.
- Technical data such as device/browser information, page usage, security logs and cookies where applicable.
- Messages submitted through chat, contact forms, appointment forms, email or WhatsApp.
3. Why We Use Data
- To provide tax, GST, accounting, appointment and digital tool services.
- To process payments, wallet recharge, invoices, order records and support requests.
- To send report emails, appointment confirmations, service updates and important notices.
- To improve website security, prevent abuse and maintain accurate service records.
- To comply with applicable law, lawful requests, accounting and tax record obligations.
4. Consent and Control
By using ATAX.IN services or submitting information, the user authorises ATAX.IN to process the submitted data for the selected service and related support. Users should not upload or share another person's data unless they have lawful authority to do so.
For optional communications, a user may request correction, update, withdrawal of consent, deletion of eligible data or limited processing by contacting ATAX.IN. Some records may be retained where required for legal, tax, accounting, fraud-prevention or dispute-resolution purposes.
5. Third-Party Processors
ATAX.IN may use trusted third-party services for Google login, AI analysis, payment gateway, hosting, email delivery, SMS/WhatsApp communication, analytics, security and WordPress/WooCommerce functions. Data is shared only where needed to deliver the service or maintain the platform.
6. Bank Statement and AI Processing
For bank statement tools, the original file is generally read in the browser where possible. Extracted text, transaction data or summary details may be sent to an AI service for analysis. Users must review the generated output before using it for tax filing, accounting or business decisions.
7. Storage, Security and Retention
ATAX.IN uses reasonable technical and organisational safeguards such as controlled access, secure website delivery, role-based access and limited data sharing. No website can guarantee absolute security, so users should avoid sharing unnecessary passwords or unrelated personal information.
Documents and records are retained only as long as required for service delivery, support, legal/tax record purposes, dispute handling, audit trail or platform security.
8. User Rights and Grievance
Users may request access, correction, deletion of eligible data, withdrawal of consent or grievance support by contacting ATAX.IN. Requests may require identity verification before action is taken.
9. Important Note
This policy is a practical privacy notice for ATAX.IN users and should be reviewed periodically as Indian data protection and consumer regulations evolve. Where a stricter statutory requirement applies, ATAX.IN will aim to follow that requirement.