Privacy Policy
Last updated: 2 June 2026
This Privacy Policy explains how TheCPASolutions ("we", "us", "our") collects, uses, discloses, and safeguards information when you visit this website or engage our outsourced accounting, taxation, and audit services. We take the confidentiality of your personal and financial information seriously and handle it with the discipline expected of a professional accounting practice.
1. Information we collect
Information you provide
When you submit our contact form, book a consultation, or otherwise communicate with us, we may collect your name, work email address, phone number, country, the services you are interested in, and any details you include in your message.
Engagement information
If you become a client, we process the financial and business records necessary to deliver the engagement (for example, accounting data, tax documents, payroll information, and supporting records). This information is handled under a separate engagement letter and non-disclosure agreement.
Information collected automatically
Like most websites, we and our service providers may collect limited technical data such as your IP address, browser type, device information, and pages viewed, through cookies and similar technologies (see Cookies below).
2. How we use your information
- To respond to your enquiries and schedule consultations.
- To provide, manage, and improve our services.
- To communicate about your engagement, deliverables, and deadlines.
- To comply with legal, regulatory, and professional obligations.
- To protect the security and integrity of our systems.
We do not sell your personal information, and we do not use your financial records for any purpose beyond delivering the services you have engaged us for.
3. Third-party services
This website and our operations rely on a small number of trusted third-party providers, each with their own privacy practices:
- Web3Forms — processes contact-form submissions and delivers them to us by email.
- Calendly — powers consultation scheduling.
- Google Fonts — serves the typefaces used on this site.
- WhatsApp — used where you choose to message us directly.
4. Cookies
Our own website uses minimal cookies. Some embedded third-party services (such as Calendly and Google Fonts) may set cookies or store data when their features are loaded. You can control or delete cookies through your browser settings; disabling them may affect certain features such as scheduling.
5. Data security
We protect your information using safeguards aligned with ISO 27001 principles, including NDA-first engagements, VPN-only access to client systems, multi-factor authentication, restricted external storage, and activity audit trails. No method of transmission or storage is completely secure, but we take reasonable steps to protect the information entrusted to us.
6. Data retention
We retain personal and engagement information only for as long as necessary to fulfil the purposes described in this policy and to meet legal, tax, and professional record-keeping requirements, after which it is securely deleted or anonymised.
7. Your rights
Depending on your jurisdiction (including under the EU/UK GDPR), you may have the right to access, correct, delete, or restrict the processing of your personal information, and to object to certain uses. To exercise any of these rights, contact us using the details below.
8. International transfers
We are based in India and serve clients across multiple countries. Where information is transferred across borders, we take appropriate steps to ensure it remains protected consistent with this policy and applicable law.
9. Changes to this policy
We may update this Privacy Policy from time to time. The "last updated" date above reflects the most recent revision.
10. Contact us
For any privacy questions or requests, contact us at prekshajain@thecpasolutions.com or +91 88986 86141, TheCPASolutions, Mumbai, Maharashtra, India.