Privacy Policy

Information we collect

We collect the information submitted through the fit 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 appropriate 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 review request. We do not sell the intake list as a standalone product.

Analytics & cookies

We use Google Analytics 4 to understand how visitors use the site. It sets cookies to measure general usage — pages viewed, approximate location, and device type — so we can improve the experience. It is configured for analytics only: advertising features and cross-site tracking are turned off. No tax documents and none of your intake details are sent to Google. You can opt out through your browser settings or the Google Analytics opt-out add-on.

Contact

For privacy questions, contact James@utlyze.com.