Confidentiality Policy
The objective of this Policy is for you to better understand the type of information we intend to collect from you and its purpose.
Confidentiality Policy
We place the highest importance on respecting and protecting your privacy. Our relationship with you is our most important asset. We want you to feel comfortable and confident when using our Platform and Services. The objective of this Policy is for you to better understand the type of information we intend to collect from you; the purpose for which the information collected by us will be used; our policy regarding cookies and identity theft instances; the data retention policy and information security measures implemented by us; our disclaimers about Services and our Platform.
The Policy extends to the following information: (a) information you provide us, or the information otherwise collected by us through your usage of our Platform and Services; (b) information collected while you use our Platform and Services; (c) information collected from any other source; or (d) information generated while availing the Services including but not limited to any transactional information. We aim for full transparency on how we gather, use, and share your information.
Information we collect
When you use our Platform or avail of the Services, we seek or collect, amongst others information such as your name, mother’s name, father’s name, date of birth, gender, Permanent Account Number (PAN), signature, marital status, nominee details, canceled cheque, photograph and video recording, email id, phone number, educational or professional qualification, business name, business address, nature of business, Tax Deduction and Collection Account Number (TAN), bank account details, United Payments Interface (UPI) ID, and/or other payment and investment information and copies of KYC documents that help us confirm your identity and facilitate the provision of the Services.
No liability about the authenticity/ genuineness of the information disclosed will lie on Taxdunia. Further, Taxdunia will not be in any way responsible for verifying any information obtained from you. All details are required to carry on the services and KYC as well. We collect and store mobile numbers, and e-mail addresses that you provide us on the Platform and use the same for sending various communications to you.
When you visit our Platform or avail of the Services, we collect certain information about your interaction with our Platform including the pages that you view, your internet protocol address, the links you select or actions you take, browser type, the unique identifier of your device and device information such as operating system, operating system version, browser plug-ins, crashes, system activity, hardware settings, location-based information, date and time of your request and referral URL, and cookies that may uniquely identify your browser and mobile application and the previously visited webpage.
How we use the information
We do not sell or share your personal or financial information to anyone. However, notwithstanding anything contained in this Policy, you expressly acknowledge, consent, and agree to the following terms on information use and further authorize us to access and use your information in the manner set out below:
a. to use your information to manage your account, to contact you, and to operate, improve, and deliver our Platform and Services. We use your information to give you a customized, interactive experience as you use our Platform and avail of the Services.
b. to use your information for maintaining a record of such information and your transactions securely and confidentially, and as required under the applicable laws.
c. to use the services of third parties to provide the Platform and Services for you, who are bound to keep such information confidential.
d. to troubleshoot software bugs and operational issues, to conduct data analysis, testing, and research, and to monitor and analyze usage and activity trends. Information collected may also be used to share communications with you about our products & services, provide additional features through cookies, and detect and/or prevent any fraudulent/criminal/prohibited activity as per applicable laws.
e. to use the data in an aggregated/compiled form to produce statistical/demographic analyses for strategy and business purposes. However, these will be used in ways that will not be able to identify you or link any specific information to an individual. Such aggregated information and results/analyses shall be our property and you will not be entitled to any compensation for the use thereof.
f. to share your information with judicial, administrative, and regulatory entities to comply with any legal and regulatory requirements.
g. to summarize information about your usage and combine it with that of others to learn about the use of the Platform and Services and further help us develop new products and services.
If you choose to use Services provided by our third-party service providers through the Platform, your information may be governed by the terms of the privacy policy of such third-party service providers. We will not be responsible or liable for the privacy practices of any third-party service providers.
Cookie Policy
We use cookies for a variety of purposes, including remembering you and your preferences, tracking your use of our Platform, and facilitating your use of our Platform. Most web browsers automatically accept cookies, but, if you prefer, you can usually modify your browser setting to decline cookies. However, please note that refusing a cookie may limit your access and/or use of our platform and Services.
Identity Theft
There may be instances when you receive a seemingly legitimate-looking e-mail asking for your personal information from you such as your credit card details, bank account details, one-time passwords, contact information, etc. TaxDunia (including team, employees/ staff, or any person related to TaxDunia) will never ask for such information from you via e-mail or any other online and offline means. Therefore, do not provide such confidential details to anyone.
Such activities are usually carried on by unauthorized individuals and are illegal. They are called phishing or identity theft. In case of any suspicion of such activity or on receiving such an e-mail you are certain it was not sent by us. We advise you to not respond to such messages and to take whatever action you see fit.
Data Retention by Us
We will retain your information only for as long as it is necessary as set out in this Policy. We will retain and use your information to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.
Information Security
We work to protect your information from loss, misuse, or unauthorized alteration by using industry-recognized security safeguards, coupled with carefully developed security procedures and practices. We maintain electronic and procedural safeguards of all information. We use both internal and external resources to review our security procedures.
