Privacy Policy

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Privacy and Data Protection

Your information, handled responsibly.

This Privacy Policy explains how CA Vistaar may collect, use, store, disclose and protect personal information when you visit our website, submit an enquiry or use our services.

Effective: 21 July 2026 Applies to cavistaar.in Pan-India Services
Privacy First Clear information and responsible processing
Our privacy approach Collect only relevant information and use it for stated purposes.
CLR
Transparency We explain how information may be used.
SEC
Reasonable Security Administrative and technical safeguards.
CTL
User Choice Communication preferences can be withdrawn.

Introduction

CA Vistaar, referred to in this Privacy Policy as “CA Vistaar”, “we”, “us” or “our”, provides online taxation, accounting, registration, compliance, payroll and business-advisory service coordination.

By accessing this website, submitting an enquiry, voluntarily providing information or engaging our services, you acknowledge that you have reviewed this Privacy Policy.

Where consent is required, information will be processed based on the consent provided by you or another lawful ground available under applicable Indian law.

01

Scope of this Privacy Policy

Where and when this policy applies.

This Privacy Policy applies to personal information collected through:

  • The CA Vistaar website at cavistaar.in.
  • Website enquiry and contact forms.
  • Phone calls, WhatsApp, RCS, SMS and email communications.
  • Online consultation and service coordination.
  • Documents and information voluntarily supplied for an agreed service.
  • Customer-support and grievance communications.
Important: This policy applies only to information processed by CA Vistaar. Third-party websites, government portals, payment providers and communication platforms may have their own privacy policies.
02

Information We May Collect

Categories of information relevant to enquiries and services.

Depending on your interaction and selected service, we may collect the following categories of information.

ID

Identity Information

Name, date of birth, identity details and other information required for an agreed professional service.

CON

Contact Information

Mobile number, email address, city, postal address and preferred communication channel.

ENQ

Enquiry Information

Required service, enquiry details, messages, consultation notes and support requests.

BIZ

Business Information

Business name, entity type, registration information, financial year and authorised-person details.

FIN

Financial and Tax Information

Accounting records, invoices, tax information, bank statements and supporting documents supplied for an agreed assignment.

WEB

Technical Information

IP address, browser type, device information, website activity, referring page and cookie data, where collected.

Sensitive information: Do not submit PAN, Aadhaar, passwords, OTPs, bank credentials or confidential financial documents through the general enquiry form. Such information should only be shared through the approved process after the service scope is confirmed.
03

How We Collect Information

Information may be collected directly or through service interactions.

Information may be collected through the following methods:

  • When you complete and submit a website enquiry form.
  • When you contact us by phone, WhatsApp, RCS, SMS or email.
  • When you request a quotation, consultation or professional service.
  • When you supply documents for taxation, accounting or compliance work.
  • When an authorised representative provides information on your behalf.
  • Automatically through website logs, cookies or analytics tools where enabled.
  • From publicly available or government-authorised sources where lawfully required for the service.

You are responsible for ensuring that information supplied by you is accurate, complete and lawfully provided.

04

How We May Use Information

Purposes connected with your enquiry and requested services.

Respond to Enquiries

To understand your requirement and communicate applicable services, documents and next steps.

Provide Services

To coordinate taxation, accounting, registration, compliance or advisory assignments.

Verification

To verify identity, authority, documents and information relevant to the requested service.

Customer Support

To provide updates, answer questions and manage support or grievance requests.

Payments and Records

To coordinate quotations, payments, invoices, transaction records and accounting requirements.

Legal Compliance

To comply with applicable laws, regulatory requests, professional obligations and lawful directions.

Security and Fraud Prevention

To detect misuse, suspicious activity, fraud, security incidents or unauthorised access.

Service Improvement

To review website performance, improve workflows and understand general customer requirements.

06

Cookies and Technical Information

Website functionality, security and performance information.

Our website may use cookies, log files or similar technologies for functionality, security, preferences and website-performance measurement.

Category Possible Purpose Control
Essential Cookies Website operation, session management, security and basic functionality. These may be required for the website to function correctly.
Preference Cookies Remember settings, choices or display preferences. May be managed through browser settings.
Analytics Data Understand general website usage, traffic and performance. Subject to the tools enabled on the website.
Security Logs Detect suspicious activity, misuse, technical errors or unauthorised access. Maintained where reasonably necessary for security and troubleshooting.

You may control or delete cookies through your browser settings. Disabling essential cookies may affect website functionality.

07

Information Sharing and Disclosure

Limited sharing for services, operations and legal requirements.

We do not intend to sell personal information as a standalone commercial product. Information may be shared only where reasonably necessary, including with:

  • Professionals or consultants involved in the agreed assignment.
  • Accounting, compliance, payroll or document-processing service providers.
  • Website-hosting, cloud, communication and technology providers.
  • Payment gateways, banks or payment-processing partners.
  • Government departments, statutory bodies and regulatory authorities where required.
  • Auditors, legal advisers and professional advisers.
  • Law-enforcement or competent authorities pursuant to lawful requests.
  • A successor or acquiring organisation in connection with a lawful business restructuring.

Service providers may be permitted to process information only for defined operational purposes and subject to applicable contractual, confidentiality or legal requirements.

08

Data Security

Reasonable safeguards for information under our control.

We seek to use reasonable administrative, technical and organisational safeguards appropriate to the nature of the information being processed.

  • Access restrictions based on operational requirements.
  • Password, device and account-security practices.
  • Secure hosting and communication measures where available.
  • Backup, monitoring and incident-management processes.
  • Confidentiality expectations for personnel and service providers.
  • Periodic review of information-processing practices.
No internet transmission, electronic storage or online platform can be guaranteed to be completely secure. Users should avoid sending sensitive credentials through unsecured or unapproved channels.

Where a personal-data incident occurs, we may investigate, take reasonable containment steps and provide notifications where required under applicable law.

09

Data Retention

Information is retained according to purpose and legal requirements.

Personal information may be retained only for as long as reasonably necessary for the purpose for which it was collected, the duration of an active service relationship, dispute resolution, security, record keeping or legal and regulatory obligations.

Information Type General Retention Approach
General Enquiries Retained for a reasonable follow-up period and deleted or anonymised when no longer required.
Service and Customer Records Retained during the engagement and for an appropriate period afterward for records, support and legal requirements.
Tax, Accounting and Compliance Records Retained according to applicable statutory, professional, contractual or dispute-related needs.
Communication Preferences Retained as necessary to record consent, withdrawal or opt-out status.
Technical and Security Logs Retained for a reasonable security, fraud-prevention and troubleshooting period.

Information may be deleted, anonymised or securely archived when it is no longer required, subject to applicable law and operational limitations.

10

Your Privacy Rights and Choices

Requests are handled subject to applicable law and verification.

Depending on the applicable law and circumstances, you may request to exercise the following rights:

ACC

Access Information

Request information regarding personal data being processed and its general use.

COR

Correction and Update

Request correction of inaccurate or incomplete personal information.

DEL

Erasure

Request deletion of information that is no longer necessary, subject to legal retention requirements.

WDR

Withdraw Consent

Withdraw consent for future processing where processing is based on your consent.

GRV

Raise a Grievance

Submit a privacy complaint or concern through our grievance-contact channel.

NOM

Nomination

Nominate another person to exercise applicable rights where permitted under applicable law.

Submitting a Request

Send your request to info@cavistaar.in with the subject line “Privacy Request”. We may request reasonable information to verify your identity, authority and the nature of the request.

Certain requests may be restricted where information must be retained for legal compliance, fraud prevention, contractual records, professional obligations, legal claims or the rights of another person.

11

Children’s Personal Information

Services are generally intended for adults and business users.

Our website and general enquiry services are primarily intended for adults, professionals and business users. We do not knowingly seek independent promotional consent from children.

Where a taxation or compliance service concerns a person below the legally applicable age, the enquiry and information should be submitted by a parent, lawful guardian or properly authorised representative.

A parent or guardian who believes that a child has independently supplied personal information may contact us at info@cavistaar.in.

13

Hosting and Cross-Border Processing

Technology providers may operate from different locations.

Website hosting, cloud storage, email, analytics, communications or support services may involve infrastructure or service providers operating in India or other permitted jurisdictions.

Where information is processed outside your location, we seek to use service arrangements and safeguards appropriate to the information and applicable legal requirements.

14

Changes to this Privacy Policy

The policy may be updated as services or legal requirements change.

We may revise this Privacy Policy to reflect changes in our services, technology, operational practices, legal requirements or regulatory guidance.

The revised version will be published on this page with an updated effective date. Material changes may also be communicated through reasonable channels where appropriate.

You should review this page periodically to remain informed about how personal information is handled.
15

Privacy and Grievance Contact

Contact us regarding privacy questions or complaints.

For privacy-related questions, correction or deletion requests, consent withdrawal, communication preferences or complaints, contact CA Vistaar using the details below.

@

Grievance and Privacy Contact

Business: CA Vistaar Email: info@cavistaar.in Phone: +91 77389 82622 Address: Palghar District, Maharashtra, India Suggested subject: Privacy Request or Privacy Grievance

Please provide sufficient information to identify the relevant enquiry or service and clearly explain your request. We may verify your identity before processing the request.

Where a grievance remains unresolved, you may use other remedies available under applicable Indian law and approach the competent authority where legally permitted.

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