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Privacy Policy

This policy explains what data we collect, why we collect it, how we safeguard it, and how you can exercise your rights over your personal and financial information.

  • Last updatedFebruary 27, 2026
  • Effective dateFebruary 27, 2026
  • JurisdictionIndia
Terms and Conditions

1. Introduction

Welcome to TaxPlan Advisor. We value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your sensitive tax and financial data when you use our SaaS marketplace platform.

As a marketplace connecting clients with financial consultants for services like Income Tax (ITR), GST, TDS, and Audits, we handle highly confidential information and maintain the highest standards of data security.

2. Information We Collect

To provide our services, we collect the following types of information:

  • Identity Information: Name, PAN, Aadhaar details, and contact information.
  • Financial Data: Bank statements, profit and loss statements, balance sheets, and investment details.
  • Tax Documents: Previous ITR filings, GST registration details, and TDS certificates.
  • Communication Data: Messages exchanged between clients and consultants on our platform, including via WhatsApp Business API.

3. WhatsApp Business Component

We use the WhatsApp Business API (provided by Meta) to facilitate communication between Consultants and Clients. By using our service, you agree to receive notifications, reminders, and document updates via WhatsApp.

  • We do not share your tax documents with Meta; the API is used solely for text-based notifications and communication routing.
  • You can opt-out of WhatsApp communications at any time by following the instructions in the "Privacy Rights" section of your dashboard.

4. How We Use Your Data

Your data is processed only for the following purposes:

  • Facilitating tax planning and filing services.
  • Matching clients with the most qualified financial consultants.
  • Ensuring compliance with Indian tax laws and regulations.
  • Improving our platform's financial insights and tools.

5. Data Sharing and Security

No Data Selling: We never sell your personal or financial data to third parties.

Consultant Access: Your data is shared only with the specific consultant you have engaged for a service. All consultants on our platform are verified and bound by strict confidentiality agreements.

Technical Security: We use industry-standard AES-256 encryption for data at rest and SSL/TLS encryption for data in transit. Your documents are stored in secure, encrypted cloud environments.

6. Data Retention and Deletion

We retain your tax data as long as necessary to provide our services and comply with statutory legal obligations (typically up to 8 years as per Indian Income Tax laws).

Users have the Right to be Forgotten. You can request the deletion of your account and associated tax documents at any time. For detailed steps, please contact support.

7. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact our Data Protection Officer: