Privacy Policy

At Codly, a premier Chartered Accountancy platform, we take your privacy seriously. This Privacy Policy outlines how we collect, use, and protect your personal and financial information when you use our automated tax filing, GST registration, auditing, and compliance services.

To provide you with expert CA services, we may collect:

• Personal Information: Name, email address, phone number, and physical address.

• Financial Data: PAN, GSTIN, bank statements, income details, and other documents required for statutory filings.

• Business Details: Entity type, incorporation certificates, and operational data.

Your data is used strictly for the provision of our services:

• Filing accurate tax returns and GST compliance with government authorities.

• Conducting audits and providing strategic financial advisory.

• Communicating updates regarding deadlines, compliance alerts, and service changes.

We implement bank-grade encryption and rigorous security protocols to ensure your sensitive financial data is protected against unauthorized access, alteration, or disclosure. Access to your data is restricted to authorized CA professionals handling your account.

We do not sell your data. We only share necessary information with government portals (e.g., Income Tax Department, MCA, GSTN) for mandatory filings, or with trusted service providers under strict confidentiality agreements.

You have the right to access, correct, or request the deletion of your personal data, subject to legal data retention requirements mandated by Indian accounting standards and tax laws.