Privacy Policy

This Privacy Policy applies to the digital platforms and services operated by SmartAITax Financial and Tax Solutions (“SmartAITax”, “we”, “our”, or “us”), having its principal office at JP Nagar 7th Phase, Bangalore – 560078, Karnataka, India (Official Contact Email: support@smartaitax.in).

We conduct our business and data handling practices in strict compliance with the statutory laws of the Republic of India, specifically the Information Technology Act, 2000, the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011 (SPDI Rules), and the Digital Personal Data Protection Act, 2023 (DPDPA). While our professional services are facilitated online from Bangalore, India to clients located within India as well as overseas (including Non-Resident Indians and foreign corporate stakeholders), all processing, facilitation, and communications are governed under applicable Indian law.

2. Information Collected

We practice strict data minimization. The types of data we collect include:

• Website Contact Inquiries: When you submit an inquiry form or consultation request via our website, we only collect standard contact details such as your Name, Email Address, Phone Number, Entity Category (Individual, Partnership/LLP, Company), and your inquiry message.
• No Document Uploads on Website: Confidential financial documents, tax records, books of accounts, PAN cards, Form 16, GST ledgers, and bank statements are never uploaded to our public web server or website. When you engage our services, documents are shared directly via secure email (support@smartaitax.in) or collected directly through authorized channels.
• Technical Usage Analytics: Standard server logs, browser type, device information, and anonymous session telemetry used solely to diagnose server performance and optimize website navigation.

3. Purpose of Processing

We process collected information strictly for legitimate commercial and statutory compliance purposes:

• To review your requirements, prepare customized scope-of-work proposals, and communicate pricing based on your entity size and transaction complexity.
• To provide accounting, direct and indirect taxation, corporate secretarial (MCA/ROC), and financial advisory services through qualified Chartered Accountants, Company Secretaries, and legal attorneys.
• To fulfill mandatory statutory filing obligations with government portals (Income Tax e-filing, Ministry of Corporate Affairs, and Goods and Services Tax Network) pursuant to your express authorization.

4. AI Technology & Zero Public Model Training Commitment

SmartAITax integrates artificial intelligence technologies internally to accelerate data structuring, error checking, formula verification, and tax-saving opportunity scanning. Because statutory rules, tax slabs, and compliance deadlines evolve, our automated tools and calculators are updated from time to time and are designed for educational guidance.

5. Security Standards & Standard Encryption

We employ standard encryption protocols across all electronic communications and stored records:

• Standard Encryption: Web communications are encrypted using standard TLS protocols, and stored records are maintained under industry-standard encryption safeguards.
• Need-to-Know Access: Access to confidential client files is restricted strictly to designated Chartered Accountants, Company Secretaries, and assigned professionals bound by professional non-disclosure obligations.
• Zero Third-Party Commercial Sale: We never sell, rent, monetize, or trade client information to any third-party marketing or commercial organizations.

6. Data Retention & Statutory Record-Keeping

We retain your contact inquiries and engagement data in accordance with statutory retention periods prescribed under Indian Income Tax, Companies Act, and GST regulations (generally up to 8 years from the conclusion of the relevant financial year). Inquiries that do not materialize into an active engagement may be deleted upon request or after routine administrative retention intervals.

7. Grievance Redressal Officer

In compliance with Rule 5(9) of the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011 and the provisions of the Digital Personal Data Protection Act, 2023, you may direct any privacy questions, data requests, or grievances to our designated Grievance Officer: