Confidentiality Policy

  1. Purpose

At TaxClue, we value and respect the privacy and confidentiality of all information shared with us by our clients, partners, employees, and visitors.
This Confidentiality Policy outlines how we collect, handle, use, and protect any sensitive or confidential information received during the course of our business, advisory, or professional engagement.

  1. Scope

This policy applies to:

  • All employees, consultants, and representatives of TaxClue.
  • All clients and third parties who share information with TaxClue in the course of business.
  • All forms of information — physical, digital, oral, or electronic — exchanged through meetings, calls, documents, or digital platforms.
  1. Definition of Confidential Information

“Confidential Information” refers to any non-public information shared with TaxClue, including but not limited to:

  • Personal details (name, contact, identification documents, PAN, Aadhaar, etc.)
  • Business, financial, tax, or accounting records
  • Legal and compliance documents
  • Trade secrets, intellectual property, and business strategies
  • Internal communications, contracts, or agreements
  • Any information designated as “confidential” by the client or reasonably understood to be confidential
  1. Confidentiality Commitment

TaxClue is committed to:
1️⃣ Protecting all client information from unauthorized access, disclosure, modification, or destruction.
2️⃣ Using client information solely for the purpose of providing agreed professional services (e.g., tax filing, registration, compliance, consulting).
3️⃣ Ensuring that only authorized personnel access such information, strictly on a need-to-know basis.
4️⃣ Requiring all employees, consultants, and third-party service providers to sign Non-Disclosure Agreements (NDAs) and adhere to confidentiality protocols.

  1. Information Sharing and Disclosure

We do not sell, trade, or rent any client information to third parties.
However, information may be shared only in the following circumstances:

  • With explicit written consent from the client.
  • When disclosure is required by law, government, or regulatory authorities (e.g., Income Tax Department, MCA, GST Department).
  • With trusted partners or professionals engaged by TaxClue to perform specific services — under a strict confidentiality obligation.
  1. Data Storage and Protection
  • All electronic data is stored securely on encrypted systems and cloud environments with restricted access.
  • Physical documents are stored in locked and monitored premises.
  • Access to client files is granted only to authorized personnel using secure credentials.
  • Regular audits and internal checks are conducted to maintain data integrity and confidentiality.
  1. Retention of Information

We retain client information only as long as necessary to:

  • Fulfill the purpose for which it was collected, and
  • Comply with applicable laws and professional obligations.

Upon termination of services, clients may request deletion or return of their confidential records, subject to statutory data retention requirements.

  1. Client Responsibilities

Clients are responsible for:

  • Ensuring that all information shared with TaxClue is accurate, current, and complete.
  • Protecting any login credentials or access details provided by TaxClue.
  • Informing us immediately in case of any suspected data breach or unauthorized access related to their account.
  1. Breach of Confidentiality

Any suspected or confirmed breach of confidentiality will be treated as a serious violation.
TaxClue will:

  • Take immediate corrective action,
  • Notify affected clients, and
  • Cooperate with authorities as required under applicable laws.

Employees or associates found violating this policy will face disciplinary action, including possible termination and legal proceedings.

  1. Amendments

TaxClue reserves the right to amend or update this Confidentiality Policy at any time, to reflect regulatory, operational, or technological changes.
Updated versions will be published on www.taxclue.in with a revised effective date.

  1. Contact Us

For any queries or concerns regarding this policy, please contact:

📍 TaxClue Consultech Private Limited
📧 info@taxclue.in
🌐 www.taxclue.in

TaxClue — Trusted. Transparent. Confidential.

Your business and financial information are always safe with us.

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