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Home
Features

Core features

  • Quotations
  • Invoicing
  • Sales orders
  • Bills & expenses
  • Purchase orders
  • Bank reconciliation
  • Reporting

Compliance & records

  • GST reports
  • Audit trail
  • Document management

Everyday accounting

  • Customer management
  • Web & desktop
Solutions

By business size

  • StartupsAccounting for a new business.
  • Small businessesKeep everyday books organized.
  • Growing businessesBring financial workflows together.

By role

  • Business ownersA clearer view of your business finances.
  • AccountantsOrganize records and accounting reviews.

By device

  • WebExplore accounting in your browser.
  • DesktopExplore the desktop workspace.
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Home/Privacy policy

Legal review draft

Understand how information is handled.

A review draft covering website inquiries, account information and business records. Product behavior and operational policy must both be verified before this notice is finalized.

On this page

Who this draft coversInformation involvedHow information is usedService providers and accessRetention and protectionQuestions, corrections and privacy requests
Help center
Draft for review. Example Accounting Software Private Limited, privacy@example.com and Ahmedabad, Gujarat, India are dummy details. Replace and approve these details and the policy before publication. This draft is not the final service agreement or privacy notice.

Who this draft covers

Example Accounting Software Private Limited is the example operator used in this draft. The intended notice covers visitors to the Accounttally marketing website and people using its accounting service. Business records entered for a company can contain information about that company’s customers, vendors and staff. Responsibilities for those records must be set out in the final customer agreement.

Information involved

Do not place passwords, one-time codes, provider credentials or financial documents in the public inquiry form. Provide only the information needed for the conversation.

  • Website inquiries: name, company name, email address, optional phone number, selected topic and message.
  • Account use: identity and sign-in details, company membership, roles and security-related session information.
  • Business use: documents, contact records, tax details, payment records and attachments entered by authorized users.
  • Technical operations: request and security information needed to deliver the service, investigate errors and reduce abuse.

How information is used

Inquiry details are used to respond to the request. The current inquiry endpoint forwards a message to the configured team mailbox; it does not store the contact message in the application database. Short-lived duplicate-request and rate-limit records support reliable delivery and abuse prevention.

Within the accounting service, information supports account access, company permissions, document workflows, reports and user-requested services. The final notice must identify the lawful basis, applicable notices and choices for each purpose. Submitting a demo inquiry should not be treated as permission for unrelated advertising.

Service providers and access

Configured providers can process information for email delivery, hosting, payments or explicitly enabled product services. A selected AI or document-extraction feature may send the information needed for that request to its configured provider. Availability and processing depend on the enabled feature; this draft does not assert zero provider retention.

Before publication, the operator must confirm the provider list, processing locations, transfer arrangements and contractual responsibilities. Authorized workspace access should be limited to the company and role required for the task.

Retention and protection

Different records have different purposes. Inquiry messages remain subject to the receiving mailbox’s retention practices; accounting records can be subject to business and statutory retention requirements. Account closure does not necessarily mean every financial record can be immediately erased. The final policy must specify the applicable retention periods and deletion process.

The product design uses access controls and protections for credentials and sensitive records. These controls reduce risk; this draft makes no guarantee that any system is immune from incidents. The operator must verify deployed controls and incident procedures before finalizing the notice.

Questions, corrections and privacy requests

For this draft, privacy@example.com is a dummy privacy contact and must not be used for real requests. Use the website inquiry form for an initial product question and avoid including sensitive evidence. The final notice must provide the real operator’s privacy and grievance channels, explain identity checks and set out applicable access, correction, erasure and complaint procedures.

This draft was prepared on 21 October 2026. Replace the example identity, verify current processing and obtain approval before treating it as the operative notice.

  • Cookie policy draft
  • Official Indian data protection framework
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