Privacy Policy for www.taxolution.ch
Effective Date: July 4, 2025
1. Who We Are
This website is operated by Taxolution Advisory LLC, a registered company in Switzerland providing tax advisory and related services. We are committed to protecting your personal data and handling it transparently and securely.
Data Controller:
Taxolution Advisory LLC
Gotthardstrasse 26, 6300 Zug, Switzerland
📧 info@taxolution.ch
2. What Personal Data We Collect
We may collect the following types of personal data through our website, either directly from you or via third-party tools:
| Category | Details |
|---|---|
| Contact Information | Full name, email address, phone number (via forms and scheduling tools) |
| Service Interest | Price or product information relevant to your inquiry |
| Usage Data | IP address, browser type, visited pages, time spent on site, referring source |
| Tracking Data | Cookies, analytics data, and device identifiers |
3. How We Collect Your Data
We collect personal data in the following ways:
- Through forms on our website (powered by Gravity Forms)
- Via HubSpot call scheduling and CRM tools
- Automatically through cookies, tracking pixels, and analytics scripts
- Through third-party tools such as Google and Meta (Facebook)
4. Why We Process Your Data
Your personal data is used for the following purposes:
- To respond to your contact requests or inquiries
- To manage consultations and client onboarding
- To analyze user behavior and improve our website’s performance
- To display relevant advertisements via remarketing tools
- To comply with legal obligations and safeguard our operations
5. Tools & Third-Party Services
We use a number of services to help us manage your data responsibly and effectively:
| Service | Purpose | Provider | Data Shared |
|---|---|---|---|
| Google Analytics 4 | Website traffic analysis | Google Ireland Ltd. | IP (anonymized), user behavior, device/browser info |
| Google Tag Manager | Tag and script management | Google Ireland Ltd. | Indirect routing of data through managed tags |
| Meta Pixel & Events Manager | Ad performance & remarketing | Meta Platforms Ireland Ltd. | Page visits, form interactions, cookie IDs |
| HubSpot CRM & Scheduler | Customer relationship and meeting scheduling | HubSpot Inc. | Submitted forms, contact details, usage info |
| Gravity Forms | Contact and inquiry form processing | Rocketgenius Inc. | Name, email, phone, selected service data |
6. Cookies and Tracking
We use cookies and similar technologies to improve your experience, analyze performance, and deliver tailored advertising. Our cookie banner (powered by HubSpot) lets you manage consent preferences. You may also control cookies via your browser settings.
7. Legal Basis for Processing
We process your data based on one or more of the following lawful grounds:
- Your explicit consent (e.g., cookies, form submissions)
- Performance of a contract or pre-contractual request
- Compliance with legal obligations
- Our legitimate interests, such as improving services and protecting our business
8. International Data Transfers
Some personal data may be transferred to servers outside of Switzerland or the EU, including to providers like HubSpot or Meta. These transfers are protected by Standard Contractual Clauses or similar safeguards in accordance with applicable data protection law.
9. Data Retention
We retain data only as long as necessary for its intended purpose:
- Contact data: Until the inquiry is resolved or business relationship ends
- Analytics data: Up to 14 months
- Legal/compliance: As required by Swiss or EU law
10. Your Rights
You have the following rights under the GDPR and Swiss FADP:
- Access your personal data
- Request correction or deletion
- Restrict or object to processing
- Withdraw your consent at any time
- Receive a copy of your data (data portability)
- File a complaint with your national data protection authority
To exercise these rights, please contact us at info@taxolution.ch.
11. Tax Client Portal (my.taxolution.ch)
Our client portal, available at my.taxolution.ch, is a secure online platform designed to help our clients manage their tax matters with greater convenience and efficiency.
The portal allows you to:
- View and confirm your personal tax data relevant to Swiss tax returns
- Engage in structured onboarding for tax return preparation
- Participate in tax planning and compliance workflows
- Schedule appointments and communicate directly with our advisors
No personal data is stored on the portal website itself. Instead, the portal functions as an interface that securely retrieves and displays your information from our CRM system, HubSpot. All data transmission is encrypted, and user access is strictly permission-controlled.
Any data you submit or access through the portal is handled in accordance with this Privacy Policy and is protected under applicable data protection laws, including the Swiss Federal Act on Data Protection (FADP) and the EU General Data Protection Regulation (GDPR).
12. Changes to This Policy
This policy may be updated from time to time. Revisions will be published on this page, and we will notify you where legally required. We recommend checking this page regularly for updates.
Definitions
- Personal Data: Any information that can identify you, directly or indirectly
- Usage Data: Technical data from your interaction with our website
- Trackers: Cookies or scripts used to collect behavioral data
- Controller: The entity responsible for determining how data is processed
- Processor: A service provider acting on behalf of the controller