Privacy Policy

This policy explains what information Task Automate, which operates TaskAutomate ("we", "us"), collects when you visit taskautomate.io or use the TaskAutomate application and Tally Bridge, why we collect it, and the choices you have. It is written to meet India's Digital Personal Data Protection Act, 2023 and the Information Technology Act, 2000.

1. Information we collect

• Account details: your name, work email, phone number if you give it, organisation name and the users you invite.
• Documents you upload: invoices, bills and receipts you upload or send to TaskAutomate (by web upload, email or WhatsApp), and the data extracted from them, such as vendor names, GSTINs, line items and amounts. These may contain personal data about your vendors or customers.
• Tally data: when you use Tally Bridge, the ledgers, voucher types and company details it needs to post entries to your Tally installation.
• Billing details: plan, billing currency, invoices and payment status. Card, UPI and bank details are collected and held by Razorpay, our payment processor; we do not store them.
• Usage and device data: pages visited, features used, browser type, IP address and approximate location, collected through server logs and Google Analytics.
• Messages: what you send us through the contact form, email or a booked call.

2. How we use it

• To provide the service: extract data from your documents, validate GST fields, run your workflows and post entries to Tally.
• To run your account: sign-in, security codes, plan limits, billing and receipts.
• To support you and send service emails, such as trial reminders and failed-payment notices.
• To understand and improve how the website and product are used.
• To meet legal, tax and accounting obligations.

We do not sell personal data, and we do not use the documents you upload to train AI models. The AI provider we use processes your documents only to return the extracted data to us.

3. Who we share it with

We share data only with service providers that help us run TaskAutomate, and only as much as each one needs:

• Anthropic: AI processing of uploaded documents to extract invoice data.
• Cloud hosting, database and file-storage providers: to run the application and store your documents.
• Razorpay: payment processing.
• Email providers (Resend and Zoho): to deliver account and support emails.
• Meta (WhatsApp Business): if you choose to send documents to us over WhatsApp.
• Google Analytics and Calendly: website analytics, and scheduling if you book a call.

Some of these providers process data outside India. Where they do, we rely on their contractual commitments to protect it. We may also disclose information when the law requires it.

4. Retention

We keep your account data and documents for as long as your account is active. If you close your account, we delete your documents and extracted data within 30 days, except records we must keep for tax, accounting or legal reasons, such as billing invoices. Security codes sent at sign-up expire and are deleted automatically.

5. Security

Data is sent over HTTPS, access to your organisation's data is limited to its users, passwords are stored hashed, and actions in the application are recorded in an audit log. No system is perfectly secure; if a breach affects your personal data, we will notify you and the Data Protection Board of India as the law requires.

6. Your rights

You can ask us to access, correct or delete your personal data, withdraw consent, or nominate someone to exercise these rights for you. Most account data can be edited in Settings. For anything else, email support@taskautomate.io. We reply within 30 days.

If your organisation uses TaskAutomate to process documents about other people, such as vendors, your organisation decides how that data is used and is responsible for having a lawful basis to upload it. We process it on your organisation's behalf.

7. Cookies

We use cookies and browser storage to keep you signed in and remember preferences, and Google Analytics cookies to measure site usage. You can block cookies in your browser; the application needs sign-in storage to work.

8. Changes and contact

We will update the date above when this policy changes, and email account owners about material changes. Questions or complaints, including for our grievance officer, go to support@taskautomate.io.