Legal & policies

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Refund & cancellation policy

REFUND & CANCELLATION POLICY Last updated: 17 September 2026 This policy explains when you can cancel an order placed with Accountax and how refunds are handled. It applies to services and packages ordered through the Platform and forms part of our Terms of Use. 1. BEFORE WORK BEGINS If you cancel an order before we have started any work on it (for example, before any document review, filing preparation, or submission has begun), you are entitled to a full refund of the amount paid, requested through the order page or by contacting us. 2. AFTER WORK BEGINS Once we have started work on your order — including reviewing documents you've submitted, preparing a filing, or engaging with a government portal on your behalf — the fee reflects the professional time and resources already committed. In this case: - If work is only partially complete, a partial refund may be offered at our discretion, reflecting the portion of work not yet performed. - Once a filing, return, or document has been submitted to a government authority or third party on your behalf, that portion of the fee is non-refundable, as the statutory submission cannot itself be undone. 3. DUPLICATE OR FAILED PAYMENTS If you are charged more than once for the same order due to a technical error, or a payment is deducted but the order does not show as confirmed, please contact us with your payment reference — we will investigate and refund any genuinely duplicate or erroneous charge. 4. CANCELLATION BY US If we are unable to deliver a service you've paid for — for example, because it falls outside what we're able to offer — we will notify you and issue a full refund. 5. HOW REFUNDS ARE PAID Approved refunds are processed to your original payment method through our payment gateway, typically within 5–7 business days of approval, though your bank may take longer to reflect it in your account. 6. HOW TO REQUEST A REFUND OR CANCELLATION Contact us using the details on our Legal page, or through the order's own page in your account, stating your order number and the reason for the request. We aim to respond within 48 hours, in line with the Consumer Protection (E-Commerce) Rules, 2020. This policy may be updated from time to time; the version in force at the time you place an order applies to that order.

Terms & conditions

TERMS OF USE Last updated: 17 September 2026 These Terms of Use ("Terms") govern your access to and use of the website, client portal, and related services (together, the "Platform") operated by Accountax ("we", "us", "our"). Accountax provides tax, accounting, and compliance-related professional services and uses the OkCA platform to run its client portal, checkout, document exchange, and communication tools. By creating an account, placing an order, or otherwise using the Platform, you ("you", "Client") agree to these Terms. 1. ELIGIBILITY AND ACCOUNT You must be at least 18 years old, or acting through a parent/guardian for a minor's affairs where the Platform explicitly supports this, and capable of entering into a binding contract under the Indian Contract Act, 1872, to use the Platform. You are responsible for the accuracy of the information you provide at registration and for keeping your login credentials confidential. You must notify us promptly of any unauthorised use of your account. 2. NATURE OF SERVICES The specific professional service(s) you engage us for are described on the relevant service/package page at the time of order and are governed by the description, scope, and price shown at checkout. We facilitate delivery of these services through the Platform — document collection, status updates, e-signature routing, and payment — but the underlying professional work (tax filings, accounting, advisory, compliance filings, and similar) is performed by qualified professionals in accordance with applicable law and, where relevant, the standards of the Institute of Chartered Accountants of India (ICAI) or other applicable professional bodies. 3. YOUR RESPONSIBILITIES You agree to: (a) provide accurate, complete, and timely information and documents needed to perform the engaged service; (b) review any document, return, or filing we prepare before it is submitted wherever the Platform gives you that opportunity; (c) meet statutory deadlines that depend on your own timely cooperation — while we provide reminders and a compliance calendar as a convenience, you remain responsible for your own statutory obligations; and (d) use the Platform only for lawful purposes. 4. FEES AND PAYMENT Fees for each service are shown at checkout before you pay. Payments are processed through a third-party payment gateway (currently Razorpay); we do not store your card or bank details ourselves. An order is confirmed once payment is successfully processed (or, for services with a configured workflow, once you complete the applicable steps as shown on the order page). Applicable taxes (including GST, where registered) are shown separately or included as stated at checkout. 5. CANCELLATION AND REFUNDS Cancellations and refunds are governed by our Refund & Cancellation Policy, published on the Legal page, which forms part of these Terms. 6. DOCUMENTS AND CONTENT YOU PROVIDE You retain ownership of any documents, data, or information you upload or provide. You grant us a limited licence to use that content solely to perform the engaged service, comply with applicable law, and maintain records as required by professional and statutory retention obligations. You confirm you have the right to share any document you upload, including where it relates to a family member's or another entity's affairs that you manage on the Platform. 7. IDENTITY VERIFICATION AND E-SIGNATURE Where offered, Aadhaar e-sign / KYC verification on the Platform is handled through an authorised third-party e-sign service provider under applicable Information Technology Act, 2000 rules. Any such verification is informational and intended to strengthen confidence in an account or authorisation — it is not itself a substitute for any identity or KYC verification separately required by a government authority, bank, or other institution. 8. THIRD-PARTY SERVICES The Platform may connect to third-party services you or we choose to enable — including the payment gateway, WhatsApp Business Platform, Google Drive, and e-signature providers. Your use of any such third-party service is additionally subject to that provider's own terms and privacy practices, which we do not control. 9. INTELLECTUAL PROPERTY The Platform's software, design, and content (excluding documents and data you provide) belong to us and/or our licensors and may not be copied, reproduced, or used outside the Platform without permission. 10. DISCLAIMER AND LIMITATION OF LIABILITY Our Disclaimer, published on the Legal page, sets out the scope of professional-outcome disclaimers and forms part of these Terms. To the maximum extent permitted by law, our aggregate liability for any claim arising from your use of the Platform is limited to the fee actually paid by you for the specific service giving rise to the claim. We are not liable for indirect, incidental, or consequential loss, or for delays or failures caused by government portals, third-party service providers, or events outside our reasonable control. 11. DATA PROTECTION Our collection and use of your personal data is described in our Privacy Policy, published on the Legal page, which forms part of these Terms. 12. TERMINATION We may suspend or terminate your account for a material breach of these Terms, fraudulent activity, or as required by law. You may close your account at any time by contacting us; this does not affect fees already due for services already rendered or statutory retention of records. 13. GRIEVANCE REDRESSAL If you have a complaint about the Platform or a service, please use the Grievance form on the Privacy page or contact the Grievance Officer named on the Legal page. In line with the Consumer Protection (E-Commerce) Rules, 2020, we aim to acknowledge complaints within 48 hours and resolve them within one month of receipt. 14. GOVERNING LAW AND JURISDICTION These Terms are governed by the laws of India. Subject to applicable consumer-protection forums you may separately be entitled to approach, courts at the location of our registered address (as shown on the Legal page) shall have exclusive jurisdiction. 15. CHANGES TO THESE TERMS We may update these Terms from time to time; the "Last updated" date above will reflect the most recent revision. Continued use of the Platform after a change constitutes acceptance of the revised Terms. 16. CONTACT For questions about these Terms, please use the contact details published on the Legal page.

Privacy policy

PRIVACY POLICY Last updated: 17 September 2026 This Privacy Policy explains how Accountax ("we", "us", "our") collects, uses, shares, and protects your personal data when you use our website and client portal (the "Platform"), and describes your rights under the Digital Personal Data Protection Act, 2023 ("DPDP Act") and its Rules. For the purposes of the DPDP Act, we act as the Data Fiduciary for personal data you or your family members/entities provide to us through the Platform. 1. WHAT WE COLLECT - Identity and contact details you provide: name, phone number, email address, relationship to entities you manage (self, spouse, parent, business, etc.). - Tax and compliance identifiers you choose to add for an entity: PAN, TAN, GSTIN, CIN, LLPIN, Udyam registration, and similar, entered by you or your firm's staff on your behalf. - Documents you upload for a compliance period, order, or authorisation request, and their metadata (file name, type, status, date). - Order and payment records (service ordered, amount, payment status) — we do not ourselves store your card or bank account details; these are handled directly by our payment gateway. - Communication records where you contact us via the Platform, WhatsApp (if you choose to interact with us that way), or the grievance/support forms. - Basic technical data (login timestamps, device/browser information) needed to keep your account secure. 2. HOW WE USE YOUR DATA We use your data to: provide the tax/accounting/compliance services you engage us for; maintain your compliance calendar and send reminders; process payments; verify identity or authorisation where you choose to use Aadhaar e-sign; respond to your requests and grievances; and meet our own legal and professional record-keeping obligations. 3. YOUR CONSENT Where we rely on your consent to process personal data (for example, verifying a family member's or another entity's authorisation to be managed on your account), we keep a dated record of what you consented to and the exact wording shown to you at the time. You can withdraw consent at any time from the Privacy page in your account — withdrawal is as easy as giving consent, and takes effect immediately, though it does not undo processing already lawfully carried out before withdrawal, and does not by itself terminate any ongoing professional engagement. 4. YOUR RIGHTS Under the DPDP Act, and directly supported on this Platform: - Right to access: you can view and download a complete, structured copy of the data your account controls at any time from the Privacy page (available as PDF or JSON). - Right to correction and erasure: you can request correction of your details, or request deletion of your data, from the Privacy page. Because financial and compliance records are often subject to statutory retention requirements (for example under tax and company law), a deletion request is reviewed by our staff rather than actioned automatically — you will always see the outcome and, where full deletion isn't possible, the retention basis for that decision. - Right to grievance redressal: you can submit a grievance directly from the Privacy page; we aim to respond within a reasonable time and keep a record of the resolution. - Right to nominate: where supported, you can name a nominee who may exercise these rights on your behalf in the event of your death or incapacity. 5. CHILDREN'S DATA Where an entity on your account represents a minor, we treat that entity's data with additional care in line with the DPDP Act's requirements for verifiable parental/guardian consent, and we do not use a minor's data for behavioural monitoring or targeted advertising. 6. HOW WE SHARE YOUR DATA We share data only as needed to provide the service: with our payment gateway to process a payment; with an authorised e-signature service provider if you choose Aadhaar e-sign; with WhatsApp Business Platform or Google Drive only if you or we explicitly connect and use those channels for your account; and with government authorities where required by law. We do not sell your personal data. 7. DATA RETENTION We retain personal data for as long as needed to provide the service and to meet statutory retention obligations under applicable tax, company, and accounting law, after which it is deleted or anonymised, subject to any pending legal requirement to retain it longer. 8. SECURITY We apply reasonable technical and organisational safeguards — access controls scoped to your own account and firm, encrypted connections, and restricted staff access — to protect your data. No system can be guaranteed completely secure, and we ask that you also protect your own login credentials. 9. COOKIES AND SESSION DATA We use only the cookies necessary to keep you securely signed in and to remember basic preferences (such as your firm's own branded storefront). We do not use advertising or third-party tracking cookies. 10. CROSS-BORDER STORAGE Our systems may store data on cloud infrastructure that is not physically located in India. We take reasonable steps to ensure any such storage meets applicable data-protection requirements. 11. CHANGES TO THIS POLICY We may update this Privacy Policy from time to time; the "Last updated" date above reflects the most recent revision. Material changes will be reflected here and, where appropriate, notified to you. 12. CONTACT AND GRIEVANCE OFFICER For any question about this Policy or to exercise your rights, please use the Privacy page in your account, or contact the Grievance Officer named on our Legal page.

Disclaimer

DISCLAIMER Last updated: 17 September 2026 1. PROFESSIONAL SERVICES, NOT GENERAL ADVICE Accountax provides the specific tax, accounting, and compliance services you engage us for, as described at the time of your order. Nothing on this Platform — including compliance reminders, the ITR-form recommendation shown in your account, or any AI-assisted summary of your own compliance data — constitutes legal, financial, investment, or tax advice beyond the specific, paid engagement you have with us. Please consult us directly, or another qualified professional, before acting on general information shown on the Platform. 2. NO GUARANTEE OF OUTCOME While we exercise professional care in every engagement, we cannot guarantee the outcome of any filing, application, assessment, refund, or approval that ultimately depends on a government authority's own decision. Processing timelines shown on the Platform are estimates based on our own workflow, not a guarantee of a government authority's response time. 3. ACCURACY OF INFORMATION YOU PROVIDE Our ability to deliver an accurate service depends on the accuracy and completeness of the information and documents you provide. We are not responsible for errors, delays, or adverse outcomes caused by incomplete, incorrect, or late information supplied by you. 4. IDENTITY, AUTHORISATION, AND E-SIGN Aadhaar e-sign or document-based authorisation features on the Platform are provided to strengthen confidence that an account, entity, or authorisation is genuine. They are informational aids for our own records and do not themselves constitute a government-recognised identity or KYC verification for any other purpose — you remain responsible for completing any identity verification separately required by a bank, government authority, or other institution. 5. THIRD-PARTY SERVICES AND LINKS The Platform may reference or connect to third-party services (payment gateway, e-signature provider, WhatsApp Business Platform, Google Drive) that we do not control. We are not responsible for the content, accuracy, or availability of any third-party service, and your use of it is subject to that provider's own terms. 6. NO UNAUTHORISED PRACTICE All professional work is carried out by, or under the supervision of, appropriately qualified professionals in accordance with applicable law and, where relevant, the standards of the Institute of Chartered Accountants of India (ICAI) or other applicable professional bodies. Nothing on the Platform should be read as an offer to perform services outside what a properly engaged professional is authorised to provide. 7. PLATFORM TECHNOLOGY Accountax uses the OkCA platform to operate its website, client portal, and related tools. OkCA provides the underlying technology; the professional services themselves are provided by Accountax. This Disclaimer forms part of our Terms of Use and may be updated from time to time.