Confidentiality Policy

1. Scope

This Confidentiality Policy applies to all personal, financial, tax, and business information shared by clients with TaxClue in the course of our professional engagement. It covers information in all formats — digital, paper, verbal, or any other medium.

2. Definition of Confidential Information

Confidential Information includes, but is not limited to:

• Income details, tax computations, and financial statements
• PAN, Aadhaar, GSTIN, and other identification numbers
• Bank statements, investment details, and property records
• Business plans, internal reports, and strategic documents
• Login credentials for government portals shared for filing purposes
• Digital Signature Certificates and related access credentials
• Trade secrets, proprietary information, and intellectual property details
• Employee and payroll data shared for compliance purposes
• Any information marked as confidential or reasonably understood to be so

3. Our Obligations

TaxClue commits to:

• Using confidential information solely for the purpose of rendering agreed services
• Not disclosing confidential information to any third party without your prior written consent, except as required by law
• Ensuring all staff, contractors, and associates sign confidentiality and non-disclosure agreements
• Implementing role-based access controls so information is available only to personnel directly handling your matter
• Securely storing and transmitting all confidential documents using encryption
• Destroying or returning confidential information upon request (subject to legal retention requirements)
• Maintaining physical security of any paper documents received

4. Exceptions

Disclosure of confidential information may be required and permitted in the following circumstances:

• Filing with government authorities (Income Tax, GST, MCA, FSSAI, etc.) as part of service delivery
• Compliance with a court order, legal notice, or regulatory directive
• Prevention of fraud or illegal activity
• With your explicit written consent
• Disclosure to professional indemnity insurers in relation to a claim
• As required under the Prevention of Money Laundering Act, 2002

5. Duration

Confidentiality obligations survive the termination of our engagement and continue perpetually after the end of the professional relationship, or as required by law, whichever is longer. Our team members' confidentiality obligations also survive termination of their employment/engagement with TaxClue.

6. Breach

In the event of an actual or suspected breach of confidentiality, TaxClue will:

• Investigate immediately and contain the breach
• Take corrective action to prevent recurrence
• Notify the affected client within 48 hours
• Cooperate fully with any investigation
• Take disciplinary action against any team member responsible

To report a suspected confidentiality breach, contact us immediately at privacy@taxclue.in.