Magicon CRM – GST Workflow Tracking for Tax Consultants

Privacy Policy

Magicon CRM is designed specifically for Chartered Accountants (CAs), accountants, and tax professionals to streamline GST filing, data entry processes, and income tax tracking. This Privacy Policy outlines how we handle personal and client data to ensure transparency and security.

1. Introduction

At Magicon, we are committed to maintaining the highest standards of privacy and data protection. This Privacy Policy explains how we collect, use, and secure information when you interact with our CRM platform built for professional accounting needs.

2. Information We Collect

✔ User Information: Name, email address, phone number, firm name, and login credentials.
✔ Client Data: Details entered by users for each client, including GST return stages, income tax filing status, and data entry progress. The CRM maintains a step-by-step tracking log for each client’s compliance workflow.

3. How We Use Your Information

✔ To manage and automate GST, income tax, and data entry tracking processes
✔ To help professionals monitor task statuses for each client in real-time
✔ To deliver notifications, reminders, and updates relevant to client compliance
✔ To provide user support and enhance platform features based on usage trends

4. Data Security and Encryption

We apply strong encryption (AES-256 for data at rest and TLS 1.2/1.3 for data in transit) to protect all user and client information from unauthorized access, ensuring compliance with modern data protection practices.

5. Data Sharing and Disclosure

We do not sell or share your personal or client data except under these conditions:

✔ With your explicit consent
✔ With third-party service providers under strict confidentiality obligations
✔ When required by law or to defend our legal rights

6. Data Retention

Your data is retained as long as necessary for service delivery or as required by statutory regulations. You can request data deletion by contacting our support team.

7. Your Rights

✔ Review and update your personal profile and client records
✔ Request deletion of your account and associated client data
✔ Withdraw consent to data collection and processing

8. Changes to This Policy

We may update this policy periodically. Any significant updates will be communicated via email or within the CRM dashboard.

9. Contact Us

For any queries or concerns, please reach out to us:

✔ Email: contact@magicallysoft.com
✔ Phone: +91 81417 03007
✔ Address: 2nd Floor, 214-215, Soham Arcade, Baghban Circle, Adajan, Surat, Gujarat 396191