Terms & Conditions

Client financial documents and records are retained for 7 years after the last transaction, in compliance with Indian accounting standards and tax regulations. This ensures we can support audits, tax inquiries, and legal requirements. You can request earlier deletion for specific documents not subject to legal retention requirements.

Yes, clients can request data deletion through their CA or by contacting our Data Protection Officer directly. However, some data may need to be retained to comply with legal obligations such as tax records, audit trails, and regulatory requirements. We'll clearly explain what can and cannot be deleted and the reasons for retention.

All primary data storage is within India in ISO 27001 certified data centers. For backup and disaster recovery purposes, encrypted copies may be stored in secure international facilities, but all data remains under Indian data protection laws. We never store unencrypted sensitive data outside India.

You can update your privacy preferences through your account settings in the Share My CA dashboard, or by contacting our support team. Changes to marketing communications take effect immediately, while changes to data processing may require verification for security purposes.

In the unlikely event of a data breach, we have a comprehensive incident response plan. We'll notify affected users within 72 hours, provide details about what data was involved, and outline the steps we're taking to resolve the issue. All breaches are reported to relevant authorities as required by law.