Last Updated: August 27, 2025
Taxwhiz Consultants LLP (“Company”, “we”, “our”, “us”) is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you interact with our website, digital platforms, client dashboards, and services (collectively, the “Services”).
By accessing or using our Services, you agree to the terms of this Privacy Policy. If you do not agree, please refrain from using our Services.
1.1 This Privacy Policy applies to all users, clients, visitors, and stakeholders who access or use our Services, including our client dashboard.
1.2 The Policy is compliant with applicable Indian laws, including the Information Technology Act, 2000 and the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011, and takes into consideration emerging obligations under the Digital Personal Data Protection Act, 2023 (DPDP Act).
1.3 This Policy is not intended to override any contractual obligations agreed upon between you and Taxwhiz Consultants LLP.
We collect the following categories of information from you, directly or indirectly:
Name
Email address
Mobile number
Professional or business details
Login credentials (for the client dashboard)
Financial information provided voluntarily for consulting engagements (e.g., bank details, accounting records, tax-related documents).
Identity documents only where required by law (e.g., PAN, Aadhaar, GST details).
IP address, browser type, operating system, device identifiers.
Log-in records for client dashboard access.
Cookies and similar technologies (refer Section 10).
Queries submitted via “Contact Us” or “Ask the Expert” forms.
Documents uploaded for advisory purposes.
Feedback or testimonials.
We process personal information for:
Delivering consulting and advisory services.
Creating and managing your dashboard account.
Ensuring secure access to your individual client page.
Compliance with legal and regulatory requirements.
Responding to queries, feedback, or complaints.
Sending updates, newsletters, or service communications.
Preventing fraud, misuse, or unauthorized access.
4.1 The client dashboard is a secure, access-controlled feature that enables registered clients to view, upload, and download documents and information relating to their own accounts.
4.2 Taxwhiz Consultants LLP does not disclose client dashboards or data to third parties without prior consent, except as required by law.
4.3 You are responsible for maintaining the confidentiality of your login credentials. We shall not be liable for any unauthorized access resulting from your negligence in handling login details.
4.4 Specific disclosures:
All files and records uploaded to the dashboard are encrypted and stored securely.
Access logs are maintained to track login activity.
Clients may request deletion of dashboard data, subject to statutory retention requirements.
We do not sell your personal data. We may share data only in the following circumstances:
With employees, consultants, and service providers bound by confidentiality.
With regulatory or governmental authorities where disclosure is legally mandated.
With IT/hosting service providers for platform functionality.
In case of business restructuring, merger, or transfer (with due notice).
Personal data is retained only as long as necessary for the purposes stated herein.
Certain records may be retained for statutory periods under tax or corporate laws.
Data beyond the retention period will be securely deleted or anonymized.
Subject to applicable laws, you have the right to:
Access, review, and correct your data.
Withdraw consent (where processing is consent-based).
Request deletion of data, subject to statutory obligations.
Restrict or object to processing in specific cases.
Lodge a complaint with the Data Protection Board of India once the DPDP Act, 2023 is operational.
We implement reasonable security practices including:
Encryption of data at rest and in transit.
Role-based access controls for dashboard use.
Regular monitoring and audit of systems.
Secure cloud hosting with redundancy.
However, no system is fully secure. While we take industry-standard measures, we cannot guarantee absolute security of your data.
If we transfer your data outside India (e.g., cloud storage in another jurisdiction), it will be protected through contractual and technical safeguards ensuring compliance with Indian laws.
We use cookies and similar technologies for:
Session management (especially for dashboards).
Improving site performance.
Analytics and usage statistics.
You may disable cookies in your browser, but some features (including dashboards) may not function correctly.
Our Services are intended for persons above the age of 18. We do not knowingly collect data from minors. If we become aware of such collection, we will delete it immediately.
Our site may contain links to external websites. We are not responsible for their privacy practices, and encourage you to read their policies.
We may update this Privacy Policy periodically. Material changes will be communicated via the website or email.
As per the IT Act and SPDI Rules, you may contact our designated Grievance Officer for queries or complaints:
Grievance Officer
📧 Email: contact@taxwhiz.in
📞 Mobile: +91-8125400169
By continuing to use our Services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.