Privacy Policy

Last Updated: January 31, 2026

At taxharvestlab.com, we take your privacy seriously. This Privacy Policy explains how we collect, use, and protect your information when you use our tax harvesting calculation service.

1. Information We Collect

1.1 File Data

When you upload your tradebook files (Excel/CSV format), we process this data locally in your browser or temporarily on our servers to calculate tax implications and generate reports. We do not store your tradebook data permanently unless explicitly stated.

1.2 Usage Data

We may collect anonymous usage statistics to improve our service, including browser type, device information, and how you interact with our application.

2. How We Use Your Information

  • To process your tradebook data and generate tax calculation reports
  • To provide you with tax harvesting optimization suggestions
  • To improve our service and user experience
  • To communicate with you about service updates (if you opt in)

3. Data Security

We implement industry-standard security measures to protect your data during processing. Your financial information is handled with the utmost care and is not shared with third parties except as necessary to provide our services or as required by law.

4. Data Retention

Uploaded tradebook files are processed temporarily and are not stored permanently on our servers. Generated reports may be cached temporarily for your convenience but are automatically deleted after a specified period.

5. Cookies and Tracking

We may use cookies and similar tracking technologies to enhance your experience. These may include:

  • Essential cookies for site functionality
  • Analytics cookies to understand how users interact with our service
  • Preference cookies to remember your settings

6. Third-Party Services

We may use third-party services for analytics, hosting, or other operational purposes. These service providers have access only to the information necessary to perform their functions and are obligated to maintain confidentiality.

7. Your Rights

You have the right to:

  • Access the personal data we hold about you
  • Request correction of inaccurate data
  • Request deletion of your data
  • Opt out of marketing communications
  • Object to processing of your data

8. Children's Privacy

Our service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

10. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

Compliance

This Privacy Policy is designed to comply with applicable data protection laws including India's Information Technology Act, 2000 and the Digital Personal Data Protection Act, 2023.