PRIVACY POLICY
Last Updated: [June 29, 2026]
Welcome to ITRZone (accessible via https://itrzone.com/, hereinafter referred to as the “Website”, “Platform”, “We”, “Our”, or “Us”). This Website is owned and operated by a professional team of Chartered Accountants in India.
We are deeply committed to protecting your privacy and safeguarding your sensitive personal and financial information. This Privacy Policy explains how we collect, use, disclose, and secure your information when you use our tax filing and related financial services.
By accessing our Website and utilizing our services, you explicitly consent to the collection, storage, and processing of your data as described in this policy.
1. Information We Collect
To accurately prepare and file your Income Tax Returns (ITR), we must collect specific sensitive personal and financial data. We only collect information that you voluntarily provide to us or authorize us to fetch.
- Identity & Contact Data: Full name, date of birth, gender, email address, phone number, and physical address.
- Government-Issued Identifiers: Permanent Account Number (PAN), Aadhaar Number, and related OTPs/credentials required for tax portal access.
- Financial & Income Data: Salary slips, Form 16, Form 26AS, Annual Information Statement (AIS), Taxpayer Information Summary (TIS), bank account statements, investment details (80C, 80D, etc.), capital gains statements, and profit & loss statements (for business income).
- Bank Account Details: Bank account numbers, IFSC codes, and account holder names (required strictly for tax refund routing and verification).
- Technical & Usage Data: IP address, browser type, device details, and log data collected automatically via cookies when you navigate the platform.
2. How We Use Your Information
As Chartered Accountants, we are bound by professional ethics regarding client confidentiality. Your data is used exclusively for the following purposes:
- To verify your identity and set up your secure user profile.
- To calculate your tax liabilities, prepare, and accurately file your Income Tax Returns with the Income Tax Department of India.
- To communicate with you regarding your tax filings, query resolutions, and regulatory updates.
- To process payments for our professional services.
- To comply with statutory legal obligations, regulatory mandates, and professional standards issued by the Institute of Chartered Accountants of India (ICAI).
3. Legal Basis for Processing
We process your personal and financial data under the following legal frameworks:
- Consent: Your explicit consent given at the time of onboarding or uploading documents.
- Performance of a Contract: To fulfill our contractual obligation to file your tax return.
- Legal Obligation: To comply with tax laws and regulations mandated by the Government of India.
4. Data Sharing and Disclosure
We never sell, rent, or trade your personal or financial data to third-party marketers. Your data is only shared under the following strict conditions:
- The Income Tax Department of India: Your data is securely transmitted directly to the official government e-filing portal to process your return.
- Trusted Third-Party Service Providers: We may use secure third-party infrastructure (such as secure cloud storage, SMS gateways, or payment gateways) strictly to assist in operating our platform. These partners are legally bound by strict confidentiality agreements.
- Legal Mandates: We may disclose your information if required to do so by law, court order, or by a government regulatory authority.
5. Data Security and Storage
Given the highly sensitive nature of financial data, security is our highest priority.
- Encryption: All data transmitted between your browser and our servers is encrypted using industry-standard SSL/TLS technology. Data stored on our servers is heavily encrypted at rest.
- Access Control: Access to your financial documents is strictly restricted to the authorized Chartered Accountants and tax professionals assigned to your case.
- Professional Confidentiality: Our team operates under strict professional non-disclosure agreements as mandated by the ICAI.
6. Data Retention
We retain your personal and financial information only for as long as necessary to fulfill the purposes outlined in this policy, or as required by Indian tax laws (which typically mandate maintaining financial records for a minimum of 6 to 8 years). Once the retention period expires or upon a valid deletion request, your data will be securely deleted or anonymized.
7. Your Rights Under DPDP Act, 2023 & International Standards
Depending on your residency, you have specific rights regarding your personal data:
- Right to Access & Review: You can request a summary of the personal data we hold about you.
- Right to Correction: You can update or correct inaccurate or incomplete tax details.
- Right to Erasure (Withdrawal of Consent): You may request the deletion of your data. Note that we cannot delete data that we are legally required to retain under Indian tax laws.
- Right to Grievance Redressal: You have the right to register a complaint regarding data handling with our Grievance Officer or the Data Protection Board of India.
8. Cookies and Tracking
We use cookies to enhance your browsing experience, remember your preferences, and analyze website traffic. You can choose to disable cookies through your browser settings, though doing so may limit your ability to use certain features of our platform.
9. Changes to this Privacy Policy
We reserve the right to modify this Privacy Policy at any time to reflect updates in law or our service practices. Any changes will be posted on this page with an updated “Last Updated” date. We encourage you to review this policy periodically.
10. Contact Us & Grievance Redressal
If you have questions, concerns, or wish to exercise your data rights, please contact our designated Grievance Officer:
- Email Address:
[helpdesk@itrzone.com]