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Privacy Policy

Privacy policy for Your CA Partner, including how tax filing enquiries, personal information and documents are handled.

Last updated: 16 June 2026

Information we collect

We may collect contact details, residential status, income-type information, tax filing notes and documents you voluntarily submit for consultation or filing support.

How we use information

  • To understand your tax filing requirement.
  • To contact you about your enquiry or selected plan.
  • To prepare, review or support your tax filing where you engage us.
  • To maintain internal records and improve our service.

Document handling

Tax documents can contain sensitive financial information. Access should be limited to authorised team members and CA professionals involved in your case.

Third-party tools

For the MVP, intake may be handled through Tally and connected Google Sheets. These tools process submitted information according to their own terms and privacy policies.

Your choices

You can request correction or deletion of information submitted to us, subject to legal, tax and record-keeping requirements.

This is an MVP privacy policy draft. Have the final version reviewed by the CA/legal team before paid filing begins.