Privacy Policy
Effective Date: September 19, 2026
Welcome to our B2B Compliance and Registration CRM platform. We respect your privacy and are committed to protecting the confidential business data and personal information shared by our users, including Chartered Accountants (CAs), tax professionals, and their respective clients.
1. Information We Collect
Account Data: Name, professional registration details, email address, phone number, and billing/wallet details of our business partners and CAs.
Client Compliance Data: Information uploaded for processing registrations (e.g., GST, PAN, IEC, MSME/Udyam, Shop Act, and FSSAI documents).
Technical Data: IP address, browser type, access times, and system interaction logs for security and auditing purposes.
2. How We Use Your Information
We use the collected information exclusively to:
• Process legal and tax registrations through appropriate government portals on behalf of our partners.
• Manage prepaid wallets, credit deductions, and generate accurate B2B tax invoices.
• Provide status updates, query resolution alerts, and administrative notifications.
• Enhance platform performance, security, and user experience.
3. Data Security and Confidentiality
We implement robust administrative, technical, and physical security measures to safeguard your data. Client documents and financial credentials are encrypted and accessible only by authorized internal processing staff and assigned supervisors under strict confidentiality obligations.
4. Data Sharing
We do not sell, trade, or rent your personal or client data to third parties. Information is shared only with government authorities strictly as required to complete the requested compliance filings and registrations.