Privacy Policy Overview

This policy outlines how we handle personal data in relation to our services.

Policy guidance
This introductory summary is provided to help readers navigate the sections that follow.
Use of information
Handled under this policy framework
User rights
Requests and access options are described below
Support channel

Purposes of Data Processing

Personal data is processed to facilitate tax preparation, filing, and compliance with legal obligations.

Processing is limited to the purposes described in this policy.

Data Sharing with Partners

We may share data with service providers for operational purposes under strict confidentiality.

Third parties receiving data are bound by confidentiality obligations.

Legal Disclosures

We may share personal data with legal authorities when mandated by law or regulation.

Disclosure to authorities occurs only when required by applicable law.
User Rights

User Rights

Users have rights regarding their personal data, including access, correction, and deletion.

Rights may be subject to legal limitations in certain circumstances.
Requests

Exercising User Rights

Requests for exercising rights should be submitted through the contact information provided.

We respond to verified rights requests within the timeframe required by law.
Data Retention

Data Retention Policy

Personal data is retained only as long as necessary for the purposes outlined in this policy.

Retention periods are reviewed periodically and data is deleted when no longer necessary.
Policy Updates

Policy Updates

We will notify users of significant updates to this policy via email or website announcements.

Material changes to this policy are communicated through appropriate channels.
01

Data Collection Practices

We collect personal data such as names, contact information, and financial details necessary for tax preparation and filing.

The categories of data collected depend on how users interact with our services.
02

Sources of Data Collection

Information may be collected through forms, account registrations, and user communications.

Data is received directly from users or generated through service interactions.
03

Types of Cookies Used

We utilize essential cookies for functionality and analytical cookies for performance tracking.

Cookies vary by purpose and may be session-based or persistent.
04

Cookie Management

Cookies are used to enhance user experience and analyze site usage.

Users may adjust cookie preferences through browser settings at any time.

Contact Information

Phone
+41 21 745 21 53
Address
Bahnhofstrasse 42b, 4147 Aesch (Basel-Land)
General Inquiries