Privacy

Collection and use of information from potential customers

Uplinq collects the following information from you (“you” or “user”):

A. IP Address
B. Contact information: including name, email address, mailing address, and phone number
C. Preference information such as email subscription type preferences and communication preferences
D. Information about your business such as company name, company size, and industry
E. Demographic information such as region, job title, interests, and zip code
F. Only when necessary to determine suitable products and services, may we collect financial information such as bank or brokerage numbers, types of investments, income, revenue, assets, credits, deductions, expenses, and bank information
G. As is true of most websites, we also automatically gather information about your cookies, as detailed the sections regarding Cookies and Other Tracking Technologies

Uplinq uses the information collected to:
A. Assess the needs of your business to determine suitable products and services
B. Send you requested product or service information
C. Send you marketing communications, such as newsletters and blog posts and improve our website and marketing efforts
D. Conduct research and analysis
E. Display content based upon your interests

Collection and use of information from Uplinq bookkeeping and financial services customers

Uplinq collects the following additional information from bookkeeping and financial services customers:
A. Billing information such as credit card number and billing address
B. Financial information such as bank or brokerage account numbers, types of investments, shareholder information such as cap table, income, revenue, assets, credits, deductions, expenses, and bank account information
C. Unique identifies such as user name, account number, and password
D. Date of Birth2

Uplinq uses the information collected to:
A. Establish your identity
B. Asses the needs of your business to determine if any suitable products or services are necessary
C. Send you requested product or service information
D. Send product updates
E. Respond to customer service requests
F. Administer your account
G. Provide requester financial services
H. Respond to your questions and concerns