Privacy policy

Who we are

Automate Financial Statements is provided by Tax One Advisory (OPC) Private Limited ("we", "us"), Second Floor, 27-14-52, Flat No. 6, Mahalakshmi Towers, Rajagopalachari Street, Besant Road, Vijayawada, NTR, Andhra Pradesh - 520002. For the personal data in your account we decide how it is used. For the client data your firm brings into the software, we process it on your firm's behalf and only to provide the service.

What we collect

• Account: your name, your email address, and a password hash or your Google account ID.
• Firm: its name, FRN, GSTIN and address.
• Client data you bring: Tally trial balances, ledgers, client profiles, and owners' names and PANs.
• Activity logs: sign-ins, IP address and browser.
• Payment references: Razorpay order and payment IDs, and invoice details. We never receive card data.

Why we use it

• To run your account and sign you in securely.
• To prepare the financial statements you ask the software to prepare.
• To issue tax invoices and keep the records Indian tax law requires.
• To send emails you need, such as email verification, password resets, team invitations and billing notices.
• To keep the service secure and to look into misuse.

We do not sell your data, and we do not use it for advertising.

Service providers

These providers process data for us, only to run the service:

• Vercel: hosts the website.
• Hostinger: hosts the server and the database.
• Resend: sends email.
• Razorpay: takes payments, once online payment opens.
• Google: signs you in, if you choose to sign in with Google.

Cookies

We set one cookie, to keep you signed in. Your choice of light or dark theme is kept in your own browser. There are no advertising or analytics cookies.

How long we keep it

We keep your data while your account is open. You can ask us to delete it at any time by writing to support@autofs.in. Invoices and payment records are kept for as long as Indian tax law requires, even after an account is deleted.

Your rights

Under the Digital Personal Data Protection Act, 2023, you can ask us to:

• tell you what personal data we hold about you and how we use it;
• correct, complete or update it;
• erase it, where we are not required by law to keep it;
• withdraw a consent you have given; and
• nominate another person to exercise these rights if you die or cannot act.

You can also raise a grievance with our Grievance Officer, below.

Grievance Officer

Designation: Grievance Officer
Email: support@autofs.in
Address: Tax One Advisory (OPC) Private Limited, Second Floor, 27-14-52, Flat No. 6, Mahalakshmi Towers, Rajagopalachari Street, Besant Road, Vijayawada, NTR, Andhra Pradesh - 520002

We acknowledge every complaint within 48 hours of receipt and aim to resolve it within 30 days.

Changes to this policy

When we change this policy we publish the new version here with a new version number and effective date. See also our Security page.