Introduction to Privacy Policy

This Privacy 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 provide tax-related services and improve user experience.

Processing is limited to the purposes described in this policy.

Data Sharing with Partners

We may share personal data with trusted partners who assist us in providing our services.

Third parties receiving data are bound by confidentiality obligations.

Legal Disclosures

We may share personal data with legal authorities when mandated by law or to protect our rights.

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 to exercise rights should be submitted in writing, and we will verify the identity of the requester.

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

Data Retention Policy

We retain personal data only as long as necessary to fulfill 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 changes to this policy via our website or direct communication.

Material changes to this policy are communicated through appropriate channels.

Contact Information

Phone
+41 76 543 62 48
Address
Mühlegraben 16, 4052 Basel
General inquiries
01

Data Collection Practices

We collect personal data such as names, contact information, and financial details to facilitate tax refund planning and strategy.

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

Sources of Data Collection

Personal data may be collected when users fill out forms, engage with our services, or communicate with us.

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 to improve our services.

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

Cookie Management

Cookies are used to enhance user experience and analyze website traffic.

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