Privacy policy

Last update: February 9, 2026

This Privacy Policy explains how taxum AG ("we," "us," or "our") collects, uses, and protects personal information when you interact with
our website at www.taxum.ch, our products, or related services (collectively referred to as "Services"). We are committed to protecting your data and handling it responsibly in accordance with applicable data protection laws.

Our company is located at Bahnhofstrasse 61, 8001 Zurich.

If you have any questions about this privacy policy or the processing of personal data, you can contact us at info@taxum.ch or
by mail at the address below.

Our role in data processing

We act as the data controller with respect to the personal data we collect through our services. This means that we determine the
purposes and means of processing your personal data, for example when we operate our website, manage accounts, provide customer support, analyze usage patterns, or communicate with users.

Responsible body

taxum AG

Bahnhofstrasse 61

8820 Zurich

Switzerland

Phone 044 244 27 15

E-mail: info@taxum.ch

Collection and processing of personal data

1. automatic data collection (server log files)

The following data is automatically stored each time our website is accessed:

IP address
Date and time of access
Browser type and version
Operating system used
Referrer URL

This data is used to ensure the smooth operation and optimization of our website.

2. contact form and e-mail contact

If you contact us by contact form or e-mail, we will save your details in order to process your request. We will not pass on this data without your consent.

3. contract and mandate processing

We collect and process the personal data (e.g. name, address, tax data, bank details) necessary for the fulfillment of our tax consulting activities.

Purposes of data processing

We process your personal data for the following purposes:

Fulfillment of our contractual and legal obligations
Communication with you
Optimization of our website
Ensuring IT security

Cookies and tracking technologies

We use cookies and similar tracking technologies (such as web beacons, tags, and pixels) to operate our website, understand its use, improve its performance, and optimize your experience. These technologies help us ensure the security of the platform, remember your preferences, prevent errors, and support important website features.

We may use the following categories of cookies:

Necessary/essential cookies: These are required for the website to function properly and to provide the services explicitly requested by the user.

Some cookies are set directly by us ("first-party cookies"), while others may be set by third parties that support our activities ("third-party cookies"), such as analytics, advertising, or customer support tools.

Necessary/essential cookies are always active, while analytics/performance, advertising/marketing, and functional/preference cookies are only used with consent where required by law. You can manage your preferences at any time via the cookie banner or settings page.

Legal basis for data processing

The processing of your data is based on:

Your consent (Art. 13 para. 1 FADP)
Performance of a contract (Art. 13 para. 2 lit. a FADP)
Safeguarding legitimate interests

Disclosure of data to third parties

Your data will only be passed on to third parties if:

you have expressly consented
This is necessary for the fulfillment of the contract
A legal obligation exists

Our service providers (e.g. IT providers, accounting software providers) are contractually bound to confidentiality.

Data security

We use technical and organizational measures to protect your data against loss, manipulation and unauthorized access.

Your rights

Individuals have certain rights regarding their personal data. These rights vary depending on where you live, but we strive to provide clear and accessible options to all users.

Rights for users in Switzerland

If you are a resident of Switzerland, you have the following rights under the Swiss Federal Act on Data Protection. This section supersedes any other potentially conflicting or inconsistent information in this Privacy Policy. For more details on the categories of data processed, the purposes of processing, the categories of recipients of personal data, if any, the retention period, and other information about personal data, please refer to the relevant sections of this document.
You may exercise certain rights in relation to your personal data under the Swiss Federal Act on Data Protection, including the following:

Right of access to personal data;
Right to object to the processing of your personal data (which also allows you to request that the processing of personal data be restricted be restricted, personal data be deleted or destroyed, or that certain disclosures of personal data to third parties be prohibited);
Right to receive your personal data and transfer it to another controller (data portability);
Right to correct inaccurate personal data.

How you can exercise these rights

All requests regarding the exercise of user rights can be directed to us using the contact details provided in this document. Such requests
are free of charge and will be answered by us as quickly as possible, providing you with the information required by law.

Please send your inquiries to:info@taxum.ch