White-label. Under your letterhead. Your client never meets us.
Every CA firm asks the poaching question, usually silently. This page is the answer, in writing, before you have to ask it.
The NDA comes first
Before the first page of your client's file is read, a non-disclosure agreement is signed between Expert Tax Solutions LLP and your firm. It names your firm as the instructing party, covers every document exchanged, and survives the engagement.
The NDA is our standard form; if your firm prefers its own, we sign yours.
Everything goes out under your letterhead
Replies, submissions, grounds of appeal, paper-books: every deliverable is drafted in your format and carries your firm's name. Nothing we produce identifies Solutions.Tax, in the document or its metadata.
Representation stays with you. We do not appear, we do not sign, and we are not on record.
Your client never meets us
We take instructions from your firm only. We do not contact your client, we do not accept contact from your client, and if your client's matter reaches us through another CA firm later, the files are never connected.
The reason is structural, not just contractual: this practice exists to serve CA firms. One poached client would end it. Our incentive is your confidence.
Who sees the file
Access is limited to the officers and drafting staff working your matter, typically two to three people. Files from different instructing firms are walled from each other and never cross-referenced, including where two firms act in related matters.
Storage and deletion
Files live in access-controlled storage for the duration of the engagement. On closure, working copies are deleted within 30 days of your written confirmation; we retain only what professional-record obligations require, and the NDA's confidentiality terms cover whatever is retained.
Hard-copy documents are returned or destroyed at your election.
Data-handling detail also appears in the privacy policy.
The questions firms ask about confidentiality
Can we tell our client an external senior team reviewed the file?
That is entirely your call. Some firms present the work as their own extended bench; others disclose a senior review in general terms. Nothing in our terms requires or prevents either.
What if our client independently approaches Solutions.Tax?
We decline the engagement and inform your firm. The NDA's non-circumvention language makes this a contractual duty, not a courtesy.
Do you work with competing CA firms in Hyderabad?
Yes, as every barrister's chambers does. File-level walls, matter-limited access and no cross-referencing keep engagements separate; no firm's work informs another's.
Can we see the NDA before sending anything?
Yes. WhatsApp the team and the standard NDA goes out the same day, before any file moves.
Send us one scrutiny file.
Fixed fee, agreed before we start. A retired officer reads the file and returns a written assessment within 48 hours: exposure, grounds, and what the reply must contain. Under NDA, on your letterhead, before any retainer conversation.