Numeria Privacy Policy
Collection and Use of Personal Information
For everyone
We gather the following personal information from you:
- IP Address
-Contact details such as name, email address, postal address, and phone number
- Preferences information such as email subscription preferences and communication preferences
- Business-related information such as company name, company size, and industry
- Demographic details such as region, job title, interests, and postal code
- Financial details such as bank or brokerage account numbers, types of investments, income, revenue, assets, credits, deductions, expenses, and bank account information, only when necessary to determine suitable products and services.
Additionally, as is common with most websites, we automatically collect information about your cookies, as specified below.
We utilize this information to:
- Assess the needs of your business to identify suitable products and services
- Send you requested product or service information
- Send marketing communications, including newsletters and blog posts
- Enhance our website and marketing endeavors
- Conduct research and analysis
- Customize content based on your interests
- IP Address
-Contact details such as name, email address, postal address, and phone number
- Preferences information such as email subscription preferences and communication preferences
- Business-related information such as company name, company size, and industry
- Demographic details such as region, job title, interests, and postal code
- Financial details such as bank or brokerage account numbers, types of investments, income, revenue, assets, credits, deductions, expenses, and bank account information, only when necessary to determine suitable products and services.
Additionally, as is common with most websites, we automatically collect information about your cookies, as specified below.
We utilize this information to:
- Assess the needs of your business to identify suitable products and services
- Send you requested product or service information
- Send marketing communications, including newsletters and blog posts
- Enhance our website and marketing endeavors
- Conduct research and analysis
- Customize content based on your interests
For Numeria clients only
In addition to the aforementioned information, the following data is collected from clients to fulfill our contractual obligations to deliver accounting and tax products and services:
- Billing information such as credit card number and billing address
- 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
- Unique identifiers such as user name, account number, and password
- Tax Identification Number (TIN) or other government identification numbers such as Social Security Number
- Date of Birth
We use this information to:
- Verify your identity
- Assess your business needs to determine if any suitable products or services are required
- Send requested product updates
- Respond to customer service inquiries
- Administer your account
- Provide requested financial services
- Address your queries and concerns
- Billing information such as credit card number and billing address
- 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
- Unique identifiers such as user name, account number, and password
- Tax Identification Number (TIN) or other government identification numbers such as Social Security Number
- Date of Birth
We use this information to:
- Verify your identity
- Assess your business needs to determine if any suitable products or services are required
- Send requested product updates
- Respond to customer service inquiries
- Administer your account
- Provide requested financial services
- Address your queries and concerns
Choice/Opt-Out
You can opt-out of receiving our marketing or sales emails by following the unsubscribe instructions provided in these emails or by contacting us at marketing@numeria.ae.
Information Obtained from Third Parties
If you provide us with personal information about others, or if others provide us with your information, we will only use that information for the specific purpose for which it was provided. An example of this is when you refer a friend or colleague to Numeria.
By providing Numeria with personal information about a friend or colleague, you are acting as the authorized party to disclose that information to Numeria, enabling us to collect, use, and disclose such information for the purposes described in this Privacy Policy. Therefore, you must take reasonable steps to ensure that the individual concerned is aware of and/or consents to the topics outlined in this Privacy Policy.
Where requested by Numeria, you must also assist Numeria with any requests from the individual to access or update the personal information you have collected from them.
Information Sharing
We will share your personal information with third parties only as described in this privacy statement. We do not sell your personal information to third parties.
We may disclose your personal information:
- as required by law, such as to comply with legal processes
- when we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others, to investigate fraud, or to respond to a government request
- in the event of a merger, acquisition, or sale of all or a portion of our assets, you will be notified via email and/or a prominent notice on our website about any change in ownership or uses of your personal information, as well as any choices you may have regarding your personal information
- to any other third party with your prior consent to do so
You authorize us to collect and share with our payments provider Dwolla, Inc. your personal information, including full name, date of birth, social security number, physical address, email address, and financial information. You are responsible for the accuracy and completeness of that data. Dwolla’s Privacy Policy is available here.
Cookies and Other Tracking Technologies
We utilize cookies to maintain your preferences and profile information. Cookies are also employed to collect general usage and volume statistical information that does not contain personal details. We engage another company to place cookies on your device to collect non-personally identifiable information, compiling aggregated statistics for us about visitors to our site.
Web Beacons
Our webpages contain electronic images known as Web beacons (sometimes referred to as single-pixel gifs), used along with cookies to compile aggregated statistics for analyzing how our site is used. They are also used in some of our emails to track which emails and links have been opened by recipients, allowing us to assess the effectiveness of our customer communications and marketing campaigns.
Our webpages may also include Web beacons set by our third-party partners, enabling them to compile aggregated statistics for analyzing how our site is utilized.
We employ a third party to gather information about how you and others use our website. This information assists us in understanding and optimizing how our site is utilized to deliver a better experience for you.
Links to Other Websites
Our Site contains links to other websites with privacy practices that may differ from those of Numeria. If you provide personal information to any of those sites, your information will be governed by their privacy statements. We encourage you to carefully review the privacy statement of any website you visit.
Security
The security of your personal information is of utmost importance to us. When you input sensitive information on our forms, we encrypt the transmission of that information using secure socket layer technology (SSL).
We adhere to generally accepted industry standards to safeguard the personal information submitted to us, both during transmission and once we receive it. However, no method of transmission over the Internet, or method of electronic storage, is entirely secure. Therefore, we cannot guarantee its absolute security.
If you have any inquiries regarding security on our website, please contact us at legal@numeria.ae.
Where Data is Processed & Stored
To provide you with products and services, we may store, process, and transmit information in the United Arab Emirates and locations worldwide. Information may also be stored locally on the devices you use to access our products and services. As required by United Arab Emirates law, Numeria will obtain your explicit consent before sharing your tax data outside the United Arab Emirates.
How Long We Retain Your Personal Information
In compliance with applicable laws, we retain your information for as long as necessary to serve you and maintain your account, operate our business, or improve our offerings or develop new ones.
We retain your information for as long as your account is active or as necessary to provide you with services. We may retain or use your information as needed to comply with our policies, legal obligations, resolve disputes, and enforce our agreements.
The law requires us to retain filed tax returns, workpapers, and other relevant accounting documentation for a period of at least seven years. Therefore, at minimum, we will retain any tax-related information for seven years.
Data Privacy Provisions for EU Citizens
We process your information to provide the products and services you request, for our legitimate business interests, including marketing, and to fulfill contractual obligations with you for delivering accounting and tax preparation products and services.
As a citizen of the European Union (EU), you have certain rights regarding the processing of your personal data:
- You have the right to access and correct your information.
- You have the right to obtain erasure of your information, object to or restrict processing activities related to your information, or withdraw your consent to the processing
Information Obtained from Third Parties
If you provide us with personal information about others, or if others provide us with your information, we will only use that information for the specific purpose for which it was provided. An example of this is when you refer a friend or colleague to Numeria.
By providing Numeria with personal information about a friend or colleague, you are acting as the authorized party to disclose that information to Numeria, enabling us to collect, use, and disclose such information for the purposes described in this Privacy Policy. Therefore, you must take reasonable steps to ensure that the individual concerned is aware of and/or consents to the topics outlined in this Privacy Policy.
Where requested by Numeria, you must also assist Numeria with any requests from the individual to access or update the personal information you have collected from them.
Information Sharing
We will share your personal information with third parties only as described in this privacy statement. We do not sell your personal information to third parties.
We may disclose your personal information:
- as required by law, such as to comply with legal processes
- when we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others, to investigate fraud, or to respond to a government request
- in the event of a merger, acquisition, or sale of all or a portion of our assets, you will be notified via email and/or a prominent notice on our website about any change in ownership or uses of your personal information, as well as any choices you may have regarding your personal information
- to any other third party with your prior consent to do so
You authorize us to collect and share with our payments provider Dwolla, Inc. your personal information, including full name, date of birth, social security number, physical address, email address, and financial information. You are responsible for the accuracy and completeness of that data. Dwolla’s Privacy Policy is available here.
Cookies and Other Tracking Technologies
We utilize cookies to maintain your preferences and profile information. Cookies are also employed to collect general usage and volume statistical information that does not contain personal details. We engage another company to place cookies on your device to collect non-personally identifiable information, compiling aggregated statistics for us about visitors to our site.
Web Beacons
Our webpages contain electronic images known as Web beacons (sometimes referred to as single-pixel gifs), used along with cookies to compile aggregated statistics for analyzing how our site is used. They are also used in some of our emails to track which emails and links have been opened by recipients, allowing us to assess the effectiveness of our customer communications and marketing campaigns.
Our webpages may also include Web beacons set by our third-party partners, enabling them to compile aggregated statistics for analyzing how our site is utilized.
We employ a third party to gather information about how you and others use our website. This information assists us in understanding and optimizing how our site is utilized to deliver a better experience for you.
Links to Other Websites
Our Site contains links to other websites with privacy practices that may differ from those of Numeria. If you provide personal information to any of those sites, your information will be governed by their privacy statements. We encourage you to carefully review the privacy statement of any website you visit.
Security
The security of your personal information is of utmost importance to us. When you input sensitive information on our forms, we encrypt the transmission of that information using secure socket layer technology (SSL).
We adhere to generally accepted industry standards to safeguard the personal information submitted to us, both during transmission and once we receive it. However, no method of transmission over the Internet, or method of electronic storage, is entirely secure. Therefore, we cannot guarantee its absolute security.
If you have any inquiries regarding security on our website, please contact us at legal@numeria.ae.
Where Data is Processed & Stored
To provide you with products and services, we may store, process, and transmit information in the United Arab Emirates and locations worldwide. Information may also be stored locally on the devices you use to access our products and services. As required by United Arab Emirates law, Numeria will obtain your explicit consent before sharing your tax data outside the United Arab Emirates.
How Long We Retain Your Personal Information
In compliance with applicable laws, we retain your information for as long as necessary to serve you and maintain your account, operate our business, or improve our offerings or develop new ones.
We retain your information for as long as your account is active or as necessary to provide you with services. We may retain or use your information as needed to comply with our policies, legal obligations, resolve disputes, and enforce our agreements.
The law requires us to retain filed tax returns, workpapers, and other relevant accounting documentation for a period of at least seven years. Therefore, at minimum, we will retain any tax-related information for seven years.
Data Privacy Provisions for EU Citizens
We process your information to provide the products and services you request, for our legitimate business interests, including marketing, and to fulfill contractual obligations with you for delivering accounting and tax preparation products and services.
As a citizen of the European Union (EU), you have certain rights regarding the processing of your personal data:
- You have the right to access and correct your information.
- You have the right to obtain erasure of your information, object to or restrict processing activities related to your information, or withdraw your consent to the processing
In the Land of Mismatched Ledgers, Where Numbers Hide and Taxes Bite, Numeria Shines: Your Financial Lighthouse
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