Privacy Policy – TaxHatch

At TaxHatch, we are fully committed to protecting your privacy and securing the personal information you share with us. This Privacy Policy explains how we collect, process, store, share, and protect your data in compliance with the Information Technology Act, 2000 and all applicable laws in India. Your trust is our highest priority.


1. Scope and Applicability

This Privacy Policy applies to:

  • Clients: Individuals and entities who use our services
  • Tax Professionals & Consultants: Partners who support client services
  • Website & App Visitors: Anyone accessing TaxHatch’s digital platforms
  • Service Providers: Third parties supporting our operations
  • Leads & Enquirers: Those interested in our offerings
  • Beneficiaries: Individuals benefiting directly or indirectly from our services

Collectively, we refer to all the above as “you.” This policy governs your use of our website, mobile app, client dashboard, and services including tax filing, notices, advisory, and related solutions.


2. Information We Collect

We may collect and process the following categories of personal data:

  • Name, PAN, Aadhaar (optional), address, mobile number, email ID
  • Income details, deductions, bank details, Form 16, Form 26AS, challans, investment proofs, expense records
  • Login credentials, preferences, communication logs
  • Tax notices, compliance responses, claim documents, scanned ID/address proof
  • IP address, browser type, device ID, location data, cookies, browsing history on our platform
  • Information from publicly available sources or government APIs (e.g., PAN validation, Form 26AS)

3. Why We Collect Your Information

We process your data for:

  • Fulfilling tax filing and compliance services
  • Facilitating advisory, planning, and representation services
  • Ensuring legal and regulatory compliance
  • Preventing fraud and securing our systems
  • Improving platform experience and service delivery
  • Customer support and communication
  • Marketing updates (only with your consent)
  • Internal training and audit processes

4. Legal Basis for Processing

We rely on the following lawful grounds:

  • Explicit consent
  • Contractual necessity
  • Compliance with legal obligations
  • Legitimate interest
  • Vital interests

You may withdraw your consent at any time.


5. How We Use Your Data

Your data is used to:

  • Prepare and file tax returns
  • Represent you in scrutiny/notice matters
  • Deliver tailored tax advice
  • Validate KYC, PAN, and other compliance requirements
  • Respond to queries and disputes
  • Communicate via SMS, email, app notifications
  • Improve system functionality using anonymized analytics

We do not use your data in a manner that violates your rights or expectations.


6. Sharing Your Data

We may share your personal data with:

  • Affiliates and group companies for legitimate purposes
  • Banks, KYC agencies, CA partners, and IT vendors
  • Government authorities and departments
  • Legal entities during investigations or audits
  • Acquirers in case of mergers or business restructuring

We never sell your personal data for third-party commercial use.


7. Data Storage, Security, and Transmission

We use industry-standard measures to protect your data:

  • Data is stored on encrypted, access-controlled servers
  • SSL encryption secures data transmission
  • Regular internal audits ensure security compliance
  • User passwords are confidential and must not be shared

We are not responsible for breaches due to user negligence.


8. Retention of Your Information

We retain your data only as long as necessary to:

  • Fulfill services
  • Comply with legal, regulatory, or audit requirements
  • Support advisory or scrutiny matters

We securely delete or anonymize data when no longer required.


9. Your Rights

Under Indian law, you have the right to:

  • Access your personal data
  • Correct inaccuracies
  • Request deletion where legally applicable
  • Withdraw consent for specific uses
  • Object to processing based on legitimate interest
  • Transfer your data in a machine-readable format

Some rights may be restricted to comply with law enforcement or public interest requirements.


10. Cookies and Tracking

We use cookies to:

  • Store session data
  • Monitor website usage patterns
  • Customize user experience
  • Deliver relevant ads (non-personalized)

You can disable cookies in your browser settings, but this may affect website functionality.


12. Changes to this Policy

We may update this policy periodically. Continued use of the site implies acceptance of the current version.


13. External Links Disclaimer

Our website may contain links to third-party sites. We are not responsible for their privacy practices. Please review their policies before sharing data.