Privacy Policy

Last Updated: February 1, 2026

1. Introduction

Numbers Right (“we,” “us,” or “our”) is committed to protecting the privacy and security of your personal and financial information. As a financial services company, we understand that trust is the cornerstone of every client relationship, and safeguarding your data is a responsibility we take seriously.

This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website at numbersright.com, engage our services, or otherwise interact with us. By using our website or services, you agree to the practices described in this policy.

2. Information We Collect

We collect information in several ways depending on how you interact with us:

Personal Information

When you engage our services, request a consultation, or contact us, we may collect:

• Full name and contact information (email address, phone number, mailing address)
• Company or business name and title
• Social Security Number or Employer Identification Number (EIN) when required for tax or financial services
• Date of birth and other identifying information as needed for regulatory compliance

Financial Data

In the course of providing our financial services, we may collect:

• Bank account and financial institution information
• Income, expense, and revenue records
• Tax returns and related tax documentation
• Payroll data including employee compensation records
• Accounts payable and receivable records
• Financial statements and general ledger data

Website Data

When you visit our website, we automatically collect:

• IP address and browser type
• Device information and operating system
• Pages visited, time spent on pages, and navigation patterns
• Referring website or search terms
• Cookie data and similar tracking technologies (see Section 7)

3. How We Use Your Information

We use the information we collect for the following purposes:

• Service Delivery: To provide bookkeeping, accounting, tax preparation, financial planning, payroll, CFO advisory, and other financial services you have engaged us to perform.
• Communication: To respond to your inquiries, send service-related updates, provide financial reports, and deliver important notifications about your account or our services.
• Improvement: To analyze usage patterns and improve our website, services, and client experience. This includes conducting internal research and analytics to better serve our clients.
• Legal Compliance: To comply with applicable federal, state, and local laws and regulations, including IRS reporting requirements, anti-money laundering (AML) regulations, and other financial industry obligations.
• Marketing: With your consent, to send you newsletters, financial insights, tax tips, and information about our services. You may opt out of marketing communications at any time.

4. Information Sharing

We do not sell, rent, or trade your personal or financial information to third parties.

We may share your information only in the following limited circumstances:

• Service Providers: We may share information with trusted third-party vendors who assist us in delivering our services, such as payroll processors, tax filing platforms, cloud accounting software providers, and secure document management systems. These providers are contractually obligated to protect your data and use it only for the purposes we specify.
• Legal Requirements: We may disclose information when required by law, subpoena, court order, or government regulation, including filings with the IRS, state tax authorities, or other regulatory agencies.
• Client Consent: We may share your information with third parties when you have given us explicit written consent to do so, such as sharing financial data with your bank, lender, or other professional advisors.
• Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal data.

5. Data Security

We implement robust technical, administrative, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction. Our security measures include:

• Encryption: All data transmitted between your browser and our servers is encrypted using TLS/SSL technology. Sensitive data at rest is encrypted using AES-256 encryption standards.
• Access Controls: We maintain strict role-based access controls, ensuring that only authorized personnel with a legitimate business need can access your information.
• Regular Audits: We conduct regular security audits, vulnerability assessments, and penetration testing to identify and address potential security risks.
• Employee Training: All employees undergo regular data security and privacy training to ensure compliance with our security policies and industry best practices.
• Incident Response: We maintain a comprehensive incident response plan to quickly address and mitigate any potential data breaches.

6. Financial Data Protection

As a financial services firm, we recognize that your financial data requires an elevated level of protection. In addition to our general security measures, we employ the following safeguards specifically for financial information:

• SOC 2 Compliance: Our systems and processes are designed to meet SOC 2 Type II standards for security, availability, processing integrity, confidentiality, and privacy.
• Encrypted Storage: All financial records, tax documents, and sensitive client data are stored in encrypted, access-controlled environments with multi-factor authentication requirements.
• Limited Access: Financial data access is restricted to the specific team members assigned to your account. All access is logged and monitored for anomalous activity.
• Secure Client Portals: We provide secure, encrypted client portals for document sharing and communication, eliminating the need to transmit sensitive financial data via email.
• Data Retention: We retain financial records in accordance with IRS guidelines and applicable federal and state regulations. When records are no longer required, they are securely destroyed using industry-approved methods.

7. Cookies & Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience and analyze website usage.

Essential Cookies

These cookies are necessary for the website to function properly. They enable core features such as security, session management, and accessibility. Essential cookies cannot be disabled.

Analytics Cookies (Google Analytics GA4)

We use Google Analytics 4 (GA4) to understand how visitors interact with our website. GA4 collects anonymized data about page views, session duration, traffic sources, and user demographics. This information helps us improve our website content and user experience. Google Analytics uses cookies to collect this data, and you can learn more about how Google uses your data at Google’s Privacy Policy.

Marketing Cookies

With your consent, we may use marketing cookies to deliver relevant advertisements and track the effectiveness of our marketing campaigns. You can opt out of marketing cookies at any time through your browser settings or by contacting us at privacy@numbersright.com.

Managing Cookies

Most web browsers allow you to control cookies through their settings. You can set your browser to refuse cookies, delete existing cookies, or alert you when cookies are being sent. Please note that disabling certain cookies may affect the functionality of our website.

8. Your Rights

You have the following rights regarding your personal and financial information:

• Right to Access: You may request a copy of the personal information we hold about you. We will respond to your request within 30 days.
• Right to Correction: You may request that we correct any inaccurate or incomplete personal information we maintain about you.
• Right to Deletion: You may request that we delete your personal information, subject to our legal and regulatory retention obligations. Please note that we may be required to retain certain financial records as mandated by law.
• Right to Data Portability: You may request that we provide your personal data in a structured, commonly used, and machine-readable format for transfer to another service provider.
• Right to Opt Out of Marketing: You may opt out of receiving marketing communications from us at any time by clicking the “unsubscribe” link in our emails or by contacting us directly.

To exercise any of these rights, please contact us at privacy@numbersright.com or call us at (800) 555-0199.

9. Third-Party Links

Our website may contain links to third-party websites, applications, or services that are not operated or controlled by Numbers Right. This Privacy Policy applies only to our website and services. We are not responsible for the privacy practices, content, or security of any third-party websites. We encourage you to review the privacy policies of any third-party sites you visit.

10. Children’s Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have inadvertently collected personal information from a child under 18, we will take immediate steps to delete that information. If you believe we may have collected information from a minor, please contact us at privacy@numbersright.com.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. When we make material changes, we will notify you by updating the “Last Updated” date at the top of this page and, where appropriate, by sending a notification to the email address associated with your account or by posting a prominent notice on our website. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: