Number Crunchers Privacy & Data Use Policy

Effective Date: May 23, 2025

Number Crunchers ("we," "us," or "our") is committed to protecting your privacy. This policy outlines how we collect, use, share, and safeguard your personal and business information.

1. Information We Collect

When you submit a lead form, we collect the following information:

• Personal Information: Your name, email address, and phone number.
• Business Information: Your business name, services required (e.g., bookkeeping, tax preparation), income range, timeline, and other details provided to help us match you effectively with service providers.

This information is strictly used to connect you with trusted third-party financial professionals who can address your needs.

2. How We Use Your Information

Your information is used exclusively to:

• Connect you with one or more vetted financial professionals such as bookkeepers, accountants, or tax preparers.
• Enable these professionals to contact you directly to discuss your specific needs and provide tailored quotes.
• Improve and optimize our matching and lead generation processes.

We will not send marketing communications from Number Crunchers unless you explicitly opt in.

3. How We Share Your Information

Your data is shared under controlled conditions with:

• A select number (up to three) of financial professionals who adhere to our strict data handling guidelines and terms of service.
• Our internal staff, solely for purposes related to tracking, auditing, customer support, and quality control.

We do not sell, lease, or trade your personal or business information to unrelated third parties.

4. Data Security

We implement robust, commercially reasonable measures to safeguard your information, including:

• Secure form submissions
• Data encryption during transmission and storage
• Restricted internal access based on need-to-know principles

Despite these efforts, no method of internet transmission or electronic storage is completely secure; therefore, we cannot guarantee absolute security.

5. Your Rights and Choices

You may:

• Request deletion of your information at any time by emailing us at support@numbercrunchers.co.
• Choose not to submit your data, though this may limit our ability to match you with suitable service providers and provide accurate quotes.

6. Changes to This Policy

We may update this Privacy Policy periodically. If significant changes are made, we will inform you via email or through notifications on our platform at least 30 days before such changes take effect. Continued use of our services after changes indicates your acceptance of the updated policy.

7. Contact Us

For questions or concerns regarding this Privacy Policy, please contact us:

Number Crunchers
4136 Del Rey Ave
Marina Del Rey, CA 90292
Email: support@numbercrunchers.co

By submitting your information through Number Crunchers, you consent to the terms of this Privacy Policy and the collection, use, and sharing practices outlined herein.