Privacy Policy

1. Introduction

At ClearTaxStep, protecting your personal data is our top priority. This Privacy Policy explains in detail how we collect, use, and protect your information when using our tax reporting and compliance services and what measures we take to safeguard your privacy.

All data processing operations are conducted in strict compliance with Singapore data protection laws, including the Personal Data Protection Act (PDPA), and other internationally recognized standards.


2. Data Collection

We collect personal data in the following contexts:

  • When booking our tax reporting and compliance services
  • During initial consultation and tax assessment
  • For scheduling appointments and processing tax requests
  • During communication with our tax experts

The collected information may include:

  • Personal identification and contact information
  • Tax requirements and compliance history
  • Preferences and requirements regarding tax services
  • Documentation of tax objectives for assessment purposes
  • Feedback on our tax services

3. Use of Information

Your data is processed exclusively for the following purposes:

  • Providing and personalizing our tax reporting services
  • Developing tailored compliance strategies for your individual needs
  • Processing payment transactions and invoicing
  • Coordinating appointments and service reminders
  • helping smooth technical operation of our services
  • Fulfilling legal obligations related to our tax services

Our data processing always follows the principles of data minimization and purpose limitation.


4. Data Security

To protect your data from unauthorized access, we employ state-of-the-art security measures that are regularly reviewed and updated.

For our client management systems and communication platforms, we use encryption technologies and access controls that meet the high security standards of the tax services industry.


5. Data Sharing

We only share your data:

  • With selected partners who are essential for fulfilling your tax requirements
  • With trusted payment service providers for transaction processing
  • With external service providers for specialized tax services (with your consent)
  • When required by law or regulatory authorities

All service providers and partners who may have access to your information are contractually bound to strict confidentiality and data protection standards.


6. Digital Technologies

To provide an optimal client experience and continuously improve our services, we use various digital technologies.

These include:

  • Session Cookies: For website functionality and security
  • Preference Cookies: For storing your settings and choices
  • Analytics Tools: For anonymous evaluation of service usage and improvement

You retain control over these technologies and can adjust your preferences through our cookie management system.


7. Your Rights

As our client, you have comprehensive rights regarding your personal data:

  • Transparency: Complete information about the personal data we store about you
  • Correction: Correction of incomplete or incorrect information in your client profile
  • Deletion: Removal of your data after service completion or upon request
  • Restriction: Limitation of data processing for specific purposes
  • Data Portability: Receipt of your information in a structured format
  • Objection: Right to object to certain data uses for marketing or profiling

For inquiries regarding your data protection rights, please contact our Data Protection Officer at privacy@cleartaxstep.com.


8. GDPR Compliance

Although ClearTaxStep is based in Singapore, we adhere to the principles of the European General Data Protection Regulation (GDPR) to help optimal protection for our international clients:

  • Lawfulness of Processing: We process your data only with a lawful basis, based on your consent, contract fulfillment, or legitimate interest.
  • Purpose Limitation: Your information is used exclusively for the specified purposes of tax reporting services and not repurposed.
  • Data Minimization: We collect only information necessary for our tax reporting services.
  • Accuracy: We strive to maintain accurate and current information, with opportunities for correction.
  • Storage Limitation: Client data is stored only for the duration necessary for service provision plus legally required retention periods.
  • Integrity and Confidentiality: Strict security measures protect your data from unauthorized access.

As a Singapore premium service provider, we combine strict Singapore data protection standards with GDPR requirements to help the highest possible data protection standard for our clients.


9. Updates

This Privacy Policy is regularly reviewed and adapted to current technological developments and legal requirements. The current version is always available on our website.