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TaxElixir, Where Trust Meets CPA Excellence

Legal

Privacy Policy

How we handle personal information submitted through this website.
Review required before launch. This is a drafted skeleton, not legal advice. It must be reviewed by the client's counsel, in particular the retention period, the lawful basis for transferring data to India, and any US state privacy rights (CCPA/CPRA) that apply to your prospects.

What this policy covers

This policy applies to personal information collected through this website. It does not cover information a client firm shares with us under an engagement. That is governed by the engagement letter and any data processing agreement signed with your firm.

Information we collect

  • Information you give us. Name, work email, company name, phone number and the content of your message when you submit an enquiry form.
  • Documents you upload. Files submitted through our secure upload form, together with the contact details you provide alongside them.
  • Technical information. Standard server log data such as IP address, browser type and pages visited.

How we use it

  • To respond to your enquiry and discuss a potential engagement.
  • To provide the services described in a signed engagement letter.
  • To maintain the security and integrity of this website.
  • To meet legal, regulatory and record-keeping obligations.

We do not sell personal information, and we do not share your details with third parties for their own marketing.

Where your information is processed

TaxElixir operates delivery teams in India. Information submitted through this site may be accessed by our personnel there, under contractual confidentiality obligations and access controls.

How long we keep it

Enquiry data is retained for as long as needed to respond and for a reasonable period afterwards for business records.

Security

Uploaded documents are stored in a private, access-controlled location and are not publicly readable. Access is restricted to authorised personnel. Our Security & Compliance page describes our control set in more detail.

Your rights

You may ask us to access, correct or delete the personal information we hold about you, or to stop contacting you. Email support@taxelixir.com and we will respond.

Contact

Questions about this policy can be sent to support@taxelixir.com.