Privacy Policy

At Adarsh Jha & Co., we hold a strong commitment to safeguarding personal information that pertains to our clients and other individuals. Our dedication extends to full compliance with the Information Technology Act, 2000, and any associated amendments, as well as all other pertinent laws in effect within India. Our highest priority is nurturing the trust and relationships we have with our clients.

This privacy policy outlines the procedures Adarsh Jha & Co. follows for collecting and sharing personal information. It specifically addresses the data we gather and use in managing various income tax policies and providing services to our clients. Our services include, but are not limited to, tax preparation, tax planning, tax review, addressing tax inquiries, and offering financial planning advisory services within the Indian context.

To Whom Privacy Policy Applies:

This privacy policy is relevant to a range of individuals and entities, including but not limited to the following:

  •  Clients: These are the individuals who have engaged with our services and entrusted us with their personal information.
  • Advisers: This category includes professionals and experts who collaborate with us or provide guidance to our clients.
  • Visitors: Anyone who accesses our website, whether they are casual visitors or registered users, falls under this classification.
  • Service Providers: This pertains to entities and individuals who offer services to us or act on our behalf.
  • Enquirers: People who inquire about our services, policies, or other related matters.
  • Direct and/or Indirect Beneficiaries: Those who directly benefit from our services or individuals who indirectly gain advantages from our offerings.

For the sake of brevity, we’ll collectively refer to all of these categories as “you.” This policy applies to all aspects of our website, app, and the various products and services we provide, which encompass, among other offerings, Income Tax Return filing, Tax Notices, Tax Scrutiny, Tax Planning, Certification and related ancillary products and services.

Functionality of Privacy Policy :

This privacy policy is relevant to a range of individuals and entities, including but not limited to the following:

  •  Clients: These are the individuals who have engaged with our services and entrusted us with their personal information.
  • Advisers: This category includes professionals and experts who collaborate with us or provide guidance to our clients.
  • Visitors: Anyone who accesses our website, whether they are casual visitors or registered users, falls under this classification.
  • Service Providers: This pertains to entities and individuals who offer services to us or act on our behalf.
  • Enquirers: People who inquire about our services, policies, or other related matters.
  • Direct and/or Indirect Beneficiaries: Those who directly benefit from our services or individuals who indirectly gain advantages from our offerings.

For the sake of brevity, we’ll collectively refer to all of these categories as “you.” This policy applies to all aspects of our website, app, and the various products and services we provide, which encompass, among other offerings, Income Tax Return filing, Tax Notices, Tax Scrutiny, Tax Planning, Certification and related ancillary products and services.

Information We May Need to Collect About You :

We may gather and process the subsequent personal information about you:.

  • Provided Information: Information you willingly provide by completing forms or uploading data.
  • Registration Details: To register, you are required to furnish personal identification details, including your name, address, contact information, email address, and a password. These details are essential for the provision of tax preparation services.
  • Advisory Services: If you utilize our advisory services, this may encompass information regarding your instructions for such services, as well as the management and administration of those services. Additionally, it may include information related to any claims or complaints, including details provided by third parties.
  • Tax-Related Information: To access tax-related services, you must provide a range of data, including (but not limited to) your name, address, email address, phone number, Permanent Account Number (“PAN”), bank account details, MICR Code, income and deductions data, Director Identification Number (DIN), expense data, asset and liability particulars, vouchers, bank statements, FORM 15CA, FORM 16, FORM 26AS, tax payment challans, debit and credit account numbers, along with their expiration details, and any other information necessary for the preparation of your tax return.
  • Tax Scrutiny/Tax Notice Services: If you wish to avail of our Tax Scrutiny/Tax Notice services, we collect relevant information from you, including copies of notices or correspondence sent to you by the relevant department. This data is required for the preparation and submission of appropriate responses to such notices on your behalf.
  • Certification Information: If you apply for any certifications through our services, we collect information necessary to process and verify your application, including Business background, and other relevant credentials.
  • Registration Information: During the registration process, you must provide personal identification details such as your name, address, contact information, email address, and a password. These details are crucial for creating your account and enabling access to our services.
  • Communication Records: In the event of your contact with us, we may retain records of correspondence, emails, voicemails, or details of conversations conducted with you.
  • Website Interaction: We collect details pertaining to your visits to our website. This includes information obtained through cookies and various tracking technologies, encompassing your IP address, domain name, browser version, operating system, traffic data, location data, web logs, and other communication data. We also monitor the resources you access on our website.
  • Publicly Available Information: We may gather data available in the public domain or from publicly accessible sources, which may include information from social media websites.

Why We Collect Information About You:

We may process your personal information for specific legitimate or lawful purposes, including but not limited to the following:

  • Enhancing Network and Information Security: We collect data to bolster the security of our network and information systems, safeguarding them from potential threats and vulnerabilities.
  • Preventing Online Fraud and Cybercrime: Your information is used to identify and prevent online fraud and incidents of cybercrime, ensuring the safety and integrity of our services.
  •  Maintaining Accounts and Records: We utilize personal information for the maintenance of our accounts and records, ensuring accurate and up-to-date financial and operational information.
  • Customizing and Enhancing Services and Communications: Personal data is employed to tailor and enhance our services and communications, providing you with a more personalized and efficient experience.
  • Compliance with Applicable Laws: We collect and process information to adhere to the laws currently in force in India, as well as guidelines, orders issued by law enforcement agencies, court requirements, and regulatory obligations.
  • Claims and Legal Defense: Your data may be utilized in the context of defending or asserting legal claims, safeguarding our rights and interests, and ensuring compliance with legal obligations.
  • Facilitating Tax Planning and Advisory Services: Information is used to correspond with clients, beneficiaries, and claimants, facilitating the provision of tax planning and advisory services.
  • Meeting Legal Obligations: We process personal information to fulfill our legal obligations as mandated by the relevant authorities.
  • Protection of Vital Interests: Personal data may be processed to protect your vital interests or those of another individual, particularly in circumstances where such protection is paramount.
  • Training and Quality Assurance: Information is used for training and quality assurance purposes, ensuring that our services meet high standards of excellence.
  • Know Your Client/Customer (KYC) Compliance: We may collect and process data to fulfill KYC compliance requirements as per prevailing regulations.
  • Performance of Contract: Personal information may be processed for the performance of a contract with you or to undertake necessary steps to enter into a contractual agreement.
  • Performance of Public Interest Tasks: In certain instances, personal data may be processed in the performance of tasks carried out in the public interest or in the exercise of official authority, as mandated by relevant laws and regulations.

How We May Utilize Your Personal Information:

We employ your personal information in the following manners:

  • Assessment for Tax Planning and Advisory Services: Your data is used to evaluate and determine whether tax planning or advisory services should be provided to you.
  • Management of Income Tax Filing and Advisory Services: We use your personal information to efficiently manage tasks related to your income tax return filing and advisory services, including tax planning.
  • Monitoring Calls and Transactions: Personal information is utilized to monitor calls and transactions, ensuring service quality, compliance with established procedures, fraud prevention, and adherence to the Information Technology Act, 2000, and other relevant laws currently in effect in India, along with Adarsh Jha & Co’s policies.
  • Identity Verification: Your data is employed to identify you and conduct necessary identity checks as mandated by applicable laws and best practices.
  • Payment Recovery: We process your personal information for the purpose of recovering any outstanding payments due to us.
  • Service Analysis for Improvement: Personal data is analysed to gain insights into the services we provide, enabling us to enhance our business operations and better serve our clients.
  • Infrastructure and Operational Management: Your information is used to manage our infrastructure, streamline business operations, and ensure compliance with internal policies and procedures.
  • Service Notifications: We may employ your data to notify you about any changes or updates to our services.
  • Marketing Communications: Personal information is used for marketing purposes, allowing us to reach out to you through various channels, including postal mail, email, SMS, and phone.

​It is important to note that we will never process your personal data when such processing conflicts with your interests or rights. Your privacy and interests are of utmost importance to us.

Your Rights:

The Information Technology Act of 2000, along with its subsequent amendments, bestows upon you certain rights concerning the personal information we hold about you. These rights encompass:

  • Requesting further details regarding the use of your personal information.
  • Obtaining a copy of the personal information we have on record for you.
  • Correcting any inaccuracies in your personal information that we maintain.
  • Requesting the deletion of any of your personal information that no longer has a lawful basis for usage.
  • Stopping specific processing activities by withdrawing your consent, where applicable.
  • Objecting to any processing based on our legitimate interests, unless our reasons for conducting such processing override any detriment to your data protection rights.
  • Transferring your personal information to a third party in a standardized machine-readable format.

In specific situations, we may need to restrict your rights to uphold the public interest, for example, in the prevention or detection of crime.

Contacting Us:

We have appointed a Grievance Officer to oversee the handling of personal information. You can reach out to our Grievance Officer for privacy-related matters using the following contact information:
  • Name: Mr. Adarsh Jha
  • Designation: Grievance Officer
  • Contact:
    Email: adarsh,jha@aapnaca.com
    Telephone: +91 9718915268 (Operational Hours: Mon. to Fri. 10 am to 6 pm) <

Changes to Our Privacy Policy:

Please be aware that we may alter the content of our website or services without prior notice, which might lead to changes in our privacy policy. Therefore, we encourage you to periodically review it to stay informed about how we are utilizing personal information.

Cookies

To enhance Your experience with Our Platform, many of Our web pages use “cookies” and client ID’s. Cookies are text files we place in Your computer’s browser to store Your preferences. Cookies, by themselves, do not reveal Us Your e-mail address or other Personal Information unless You choose to provide this information to Us. However, once You choose to furnish Us with personally identifiable information, this information may be linked to the data stored in the cookie.

Withdrawal of Consent

You may decide to withdraw Your consent provided to Us under this Policy at any point in time. Such withdrawal of consent must be sent in writing to support@aapnaca.com. In such a scenario, We shall delete Your Personal Information (including sensitive personal information) or de-identify it so that it is anonymous and not attributable to You.

Access to Your Information

You can access your information in the “My Dashboard” section on the Platform. To request access to information provided by You, that is not available through My Dashboard section, You can submit a request in writing to support@aapnaca.com.

Miscellaneous:

It is essential to carefully read and understand this privacy policy. It offers insights into the usage of personal information and your rights under the Information Technology Act of 2000, along with all its subsequent amendments.

This website may feature links to other third-party websites. Should you decide to follow a link to any of these third-party websites, please be aware that they maintain their own distinct privacy policies. Consequently, we cannot accept any responsibility or liability for their policies or the handling of your personal information.

Our primary aim is to keep you well-informed about the information we collect and how we employ it to provide you with our services, enhance your financial well-being, manage our operations, and make our services more useful. We remain committed to not selling or sharing your personal information with unauthorized third parties for their own commercial purposes without your explicit consent.