Privacy Policy

The information we collect depends on the Services you choose to use. This may include your name, contact details, address, KYC information, business and registration details, PAN, TAN, GSTIN, CIN/LLPIN, financial and tax information, documents, payment transaction details, and technical information such as IP address, device information, cookies, and website usage data.

The information requested may vary depending on the nature of the service and what is needed to support your request.

We use your information to provide and manage Services, understand your requirements, connect you with relevant independent professionals, prepare and process documents, facilitate registrations and filings, process payments, communicate with you about services and deadlines, provide support, improve our platform and workflows, maintain appropriate service records, protect our Services from fraud and misuse, and meet applicable legal, regulatory, accounting, and operational requirements.

We aim to use your information in ways that are relevant to the Services and interactions you choose to have with BookmyCA.

BookmyCA may use artificial intelligence, machine learning, OCR, automated processing, document extraction, reconciliation, summarisation, compliance research, workflow preparation, and exception identification to support our Services.

These technologies are designed to assist with workflows and information processing. AI-assisted or automated outputs may be reviewed, refined, or acted upon by BookmyCA personnel or relevant independent professionals, depending on the nature of the service. Such outputs do not, by themselves, constitute professional, legal, tax, accounting, financial, or regulatory advice and do not replace the professional responsibility of the relevant qualified professional.

We may also work with technology providers that support hosting, storage, payments, communication, analytics, security, document processing, or AI functionality. Where such providers process information on our behalf, appropriate contractual and legal safeguards are applied.

BookmyCA may share information relevant to your requested service with independent Chartered Accountants, Company Secretaries, lawyers, tax professionals, and other qualified service providers. These professionals may have their own professional, statutory, contractual, confidentiality, and regulatory obligations.

We do not sell your personal information.

Where needed to provide the Services, information may be shared with professional partners, technology and service providers, government or regulatory authorities, authorised intermediaries, or other parties where required for a requested service, applicable law, or a legitimate business transaction such as a merger, acquisition, restructuring, or transfer of relevant business assets.

Certain Services may involve submitting, retrieving, or exchanging information through government platforms, regulatory authorities, statutory bodies, or authorised intermediaries. These services may have their own terms, privacy policies, authentication requirements, and data-handling practices.

We seek to share information that is relevant to the applicable purpose or service.

We use reasonable technical and organisational measures designed to protect your information from unauthorised access, misuse, loss, alteration, or disclosure. Depending on the information and system involved, these measures may include access controls, authentication, role-based permissions, encryption, logging and monitoring, secure infrastructure, and backup and recovery controls.

We retain information for as long as reasonably necessary to provide Services, maintain service and transaction records, resolve disputes, meet contractual, legal, tax, accounting, and regulatory requirements, prevent fraud and misuse, and protect our legal rights. Different categories of information may be retained for different periods. When information is no longer required, it may be deleted, anonymised, or securely disposed of, subject to applicable retention requirements.

Subject to applicable law, you may have rights relating to access, correction, deletion, withdrawal of consent, and information about the processing of your personal information. You may also contact us with privacy-related questions, requests, or complaints. Certain requests may be subject to applicable legal, regulatory, contractual, or operational requirements.

We may use cookies and similar technologies to support essential website functionality, security, preferences, analytics, performance measurement, and a smoother user experience. You may manage cookies through your browser settings. Disabling certain cookies may affect some website functionality.

We may contact you through email, SMS, phone, WhatsApp, or platform notifications regarding your Services, documents, payments, deadlines, account and security matters, professional communication, and important service updates. Promotional communications, where applicable, may be managed separately from essential service communications.

We may update this Privacy Policy from time to time as our Services, technology, data practices, or legal requirements evolve.