Privacy Policy

Last updated: 19 May 2026

TaxMitra Finance ("TaxMitra", "we", "us") operates taxmitrafinance.com and related professional tax, GST, and compliance services led by CA Swapnil Soni. This Privacy Policy explains how we handle personal information when you use our website, contact forms, calculators, newsletter, and client services.

1. Information We Collect

Information you provide

• Name, email, phone number, and messages submitted via contact or appointment forms
• Newsletter email address
• Tax and financial documents when you engage us for professional services or use a future client portal
• PAN, GSTIN, and other identifiers required for compliance work (only when necessary)

Information collected automatically

• Device type, browser, pages visited, and approximate location (via analytics such as Google Analytics)
• IP address and referral source (standard web server logs)

Calculators: Our free calculators run in your browser. We do not store the numbers you enter unless you voluntarily submit them to us.

2. How We Use Your Information

• Respond to enquiries and provide tax, GST, and compliance services
• Send appointment confirmations, status updates, and newsletters (with your consent)
• Improve our website and user experience
• Meet legal and regulatory obligations applicable to chartered accountancy practice

3. Legal Basis & Consent

We process personal data based on your consent, performance of a contract (engagement for professional services), and legitimate interests (website security and analytics). You may withdraw marketing consent at any time by emailing info@taxmitrafinance.com.

4. Sharing of Information

We do not sell your personal data. We may share information with:

• Service providers (email, form handling, hosting, analytics) who process data on our behalf under confidentiality obligations
• Government authorities when required by law (e.g. income tax, GST filings you authorise us to file)
• Professional advisers bound by confidentiality, where necessary

5. Data Security

We use reasonable technical and organisational measures to protect your information, including HTTPS, access controls for client data, and confidential handling of tax documents. No method of transmission over the internet is 100% secure; we encourage you not to send highly sensitive documents via unsecured channels.

6. Data Retention

We retain information for as long as needed to provide services, comply with statutory retention requirements for tax and audit records (typically several years as per Indian law), and resolve disputes.

7. Your Rights

Subject to applicable law, you may request access, correction, or deletion of your personal data, or object to certain processing. Contact us at info@taxmitrafinance.com or WhatsApp +91 98908 01802.

8. Cookies & Analytics

We may use cookies and similar technologies for analytics and site functionality. You can control cookies through your browser settings.

9. Third-Party Links

Our site may link to external sites (e.g. Google Maps, Hashnode blog). We are not responsible for their privacy practices.

10. Children's Privacy

Our services are not directed at individuals under 18. We do not knowingly collect data from children.

11. Changes to This Policy

We may update this policy from time to time. The "Last updated" date at the top will reflect changes. Continued use of the site after changes constitutes acceptance.

12. Contact

TaxMitra Finance
Email: info@taxmitrafinance.com
Phone/WhatsApp: +91 98908 01802
Locations: Pune & Chhatrapati Sambhajinagar, Maharashtra, India