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Privacy Policy

Effective: 01 January 2025 · Last Updated: 04 May 2026

1. Who We Are

iKnowIncomeTax is operated by TaxIQ, India. We are committed to protecting the privacy of your data and the sensitivity of your clients' tax information.

Please Contact at · info@iknowincometax.com

TaxIQ Team


2. What Data We Collect

Account Data

Name, email address, and password (stored as a secure hash — we never see your plain text password).

Client & Case Data You Upload

Client names, PAN numbers, income tax notices (PDFs), supporting documents, and case notes. This data belongs to you and your clients.

Payment Data

Payments are handled by Razorpay. We do not store your card number, CVV, or banking credentials — only a transaction confirmation token.

Usage Data

Pages visited, features used, browser type, IP address, and error logs — used to improve the Platform.


3. How We Use Your Data

DataPurposeLegal Basis
Account dataPlatform accessContract
Uploaded noticesAutomated analysis & draftingContract
PAN / case dataStore your case recordsContract
Payment tokenManage subscriptionsContract
Usage dataImprove the PlatformLegitimate interest
EmailReceipts, alerts, account noticesContract
✅ We do NOT sell your data, use it for advertising, or use your client documents to train any automated systems.

4. Third-Party Service Providers

We use the following trusted infrastructure providers to operate the Platform. Each is bound by their own data processing agreements and applicable law:

ProviderPurposeData Shared
Supabase (USA/EU)Database, Authentication & StorageAll user & case data (encrypted at rest)
Cloud Language Processing ServicesAutomated text analysis & response draftingExtracted text content from documents
Cloud OCR ServiceText extraction from scanned PDFs & imagesDocument images (processed and discarded)
Razorpay (India)Payment processingEmail, subscription info
Vercel (USA)Application hostingServer logs, IP address
⚠️ Automated Processing: When you trigger analysis or response drafting, the text content of your notice is securely transmitted to our cloud language processing infrastructure via API. By using these features, you consent to this processing.

5. Data Retention

Data TypeRetention Period
Active account & case dataLifetime of account
After account deletion90 days (for recovery), then permanently deleted
Payment records7 years (Indian accounting law)
Server logs30 days
Anonymized analyticsIndefinite

6. A Note for Tax Professionals About Client Data

You upload data that belongs to your clients (taxpayers). As the Tax Professional, you are the data controller for your clients' data; we are only the data processor.

Your responsibility: Obtain your clients' consent to upload their documents and PAN to a third-party platform before doing so.

Our commitment: Your data is strictly isolated from other users via Row-Level Security enforced at the database level. No professional can access another professional's cases, notices, or client records.


7. Security

  • All data transmitted over HTTPS/TLS (encrypted in transit)
  • Data encrypted at rest
  • Row-Level Security (RLS) enforced at database level — users can only access their own data
  • Session tokens managed via secure, HttpOnly cookies
  • Administrative credentials are server-side only, never exposed to client applications
  • Signed portal cookies prevent session tampering

In the event of a data breach affecting your personal data, we will notify you within 72 hours of becoming aware of the incident.


8. Your Rights, Grievances & Contact

As a data principal under the Digital Personal Data Protection (DPDP) Act, 2023, you have the following rights with respect to the personal data we hold about you:

Right to Access
Know what personal data we hold about you
Right to Correction
Request correction of inaccurate or incomplete data
Right to Erasure
Request deletion of your account and associated personal data
Right to Portability
Export your data in a machine-readable format
Right to Grievance Redressal
File a complaint about how we handle your data

To exercise any of the above rights, email privacy@iknowincometax.com. We will respond within 30 days.

For info: Please Contact · info@iknowincometax.com

TaxIQ, India