1. Introduction
SOHAN LAL AND ASSOCIATES (hereinafter referred to as “the Firm,” “we,” “us,” or “our”) is a Chartered Accountant proprietorship firm committed to maintaining the privacy and security of the personal data of our clients, website visitors, and other individuals.
This Privacy Policy outlines how we collect, process, store, and protect your personal data in compliance with the Digital Personal Data Protection Act, 2023 (DPDP Act), the Information Technology Act, 2000, and the regulations set forth by the Institute of Chartered Accountants of India (ICAI).
2. Data Collection
We collect only such personal data as is necessary for the lawful purposes described in this policy. The categories of data we may collect include:
- Identity & Contact Data: Name, email address, and telephone numbers provided via our “Contact Us” forms or WhatsApp.
- Client Service Data: Financial information, tax identifiers (e.g., PAN, GSTIN), and other confidential data provided by clients for professional assignments.
- Technical Data: IP address, browser type, and operating system collected automatically to ensure website functionality.
3. Purpose of Processing
We process your personal data solely for the following specified purposes:
- Service Delivery: To perform professional engagements such as auditing, tax filing, and advisory services.
- Communication: To respond to your inquiries or requests submitted through the website.
- Legal Compliance: To comply with obligations under the Chartered Accountants Act, 1949, and other applicable laws.
- Website Integrity: To monitor security and ensure the technical integrity of our platforms.
4. Data Sharing & Security
We do not sell or trade your personal data. Data is only shared with regulatory authorities (e.g., ICAI, Income Tax Department) when required by law or with trusted service providers under strict confidentiality agreements.
In adherence to ICAI regulations, we do not use your personal data for advertisement, solicitation, or marketing of our professional services.
5. Your Rights
Under the DPDP Act, 2023, you are entitled to the following rights:
- Right to Access: Request a summary of your data being processed.
- Right to Correction & Erasure: Request correction of inaccurate data or erasure when no longer necessary.
- Right to Redressal: The right to register a grievance regarding our handling of your data.