01 Introduction

ExFinserv is committed to protecting the privacy and confidentiality of all personal information provided to us. We are governed by applicable privacy laws including the Information Technology Act, 2000, and the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011, alongside strict professional confidentiality standards.

We collect only the information necessary to deliver our services and operate our business. We do not sell, trade, or rent your personal information to third parties for marketing purposes under any circumstances.

02 Information We Collect

We may collect the following categories of information:

03 How We Use Your Information

Information collected is used strictly for the following purposes:

• Service Delivery: To provide accounting, tax, audit, GST, company formation, and other CA services you have engaged us for.
• Government Filings: To file returns, applications, and forms with income tax authorities, GST portal, MCA, ROC, EPFO, ESIC, and other regulatory bodies on your behalf.
• Communication: To send you updates, compliance reminders, due date alerts, and respond to your queries.
• Invoicing: To generate and send invoices for services rendered.
• Legal Compliance: To comply with applicable laws, court orders, or regulatory requirements.
• Website Improvement: To analyse website traffic and improve user experience (aggregate, anonymised data only).

04 Data Protection & Security

We implement appropriate technical and organisational security measures to protect your personal and financial data against unauthorized access, alteration, disclosure, or destruction. These include:

• Encrypted transmission of data (SSL/TLS)
• Password-protected and access-controlled storage systems
• Restricted access to client data on a need-to-know basis within our team
• Regular security assessments and safe disposal of physical documents
• Team members trained on data confidentiality obligations

While we take all reasonable precautions, no method of electronic transmission or storage is 100% secure. We encourage you to communicate sensitive information through our secure channels.

05 Third-Party Sharing

We do not sell, rent, or trade your personal information with any third party for commercial purposes. We may share information only in the following limited circumstances:

• Government Authorities: When filing returns or responding to notices on your behalf (CBDT, GSTN, MCA, EPFO, ESIC, etc.)
• Service Providers: Trusted third-party tools used for secure document sharing, communication, or accounting software – bound by confidentiality obligations.
• Legal Requirements: Where required by law, court order, or regulatory direction.
• Your Consent: Only with your explicit, prior written consent for any other purpose.