Privacy Policy

Information we collect

We collect the information submitted through the eligibility intake, including contact details, taxpayer or entity profile, tax years to evaluate, estimated federal tax liability range, advisor status, timing, notes, and campaign source data.

How we use it

We use the information to evaluate fit, prioritize follow-up, route qualified prospects to a briefing or private review, and improve the sales process. We may send the information to configured internal tools such as Google Sheets, a CRM webhook, scheduling software, or a lead management database.

No sensitive tax documents

Do not submit tax returns, Social Security numbers, bank information, or other sensitive documents through the website intake. Any deeper diligence should happen through a reviewed secure process.

Sharing

We may share intake information with internal team members, service providers, and professional partners who help evaluate or route the opportunity. We do not sell the intake list as a standalone product.

Contact

For privacy questions, contact James@utlyze.com.