CLARITYSMB PRIVACY POLICY

Last Updated: February 1, 2026

This Privacy Policy explains how ClaritySMB, LLC (“ClaritySMB,” “we,” “us,” or “our”) collects, uses, discloses, and protects information when you visit our website(s), create an account, use our services, or purchase or receive digital deliverables (collectively, the “Services”).

By using the Services, you consent to the collection, use, and disclosure of information as described in this Privacy Policy. If you do not agree, do not use the Services.

1. WHO WE ARE

ClaritySMB, LLC
1246 South River Rd, Ste 101
Cranbury, NJ 08512
Email: support@claritysmb.com

2. SCOPE

This Privacy Policy applies to information collected through our Services, including our website(s), applications, and related communications (including email). It does not apply to third-party websites, products, or services that you may access through links or integrations.

3. INFORMATION WE COLLECT

We may collect the following categories of information:

A. Information you provide directly
Account and profile information. Name, email address, password (stored in hashed form), business name, business address, industry, business stage, and other registration or profile details you choose to provide.

Assessment and planning inputs. Responses to assessments, questionnaires, prompts, and any information you enter into planning tools, forms, templates, or other workflows within the Services.

Customer support and communications. Messages, requests, and other information you provide when you contact support, respond to surveys, or communicate with us.

Payment and transaction information. If you purchase paid Services, our payment processors collect payment card details and related billing information. We may receive limited payment-related information such as payment status, transaction identifiers, and billing contact information. We do not store full payment card numbers on our servers.

B. Information collected automatically
Device and usage data. IP address, approximate location (derived from IP), device identifiers, browser type, operating system, pages viewed, actions taken, timestamps, and referring URLs.

Cookies and similar technologies. We and our service providers may use cookies, pixels, SDKs, and similar technologies to operate the Services, remember preferences, understand usage, and measure marketing performance.

Log data and security data. System logs, authentication events, and similar data used for security monitoring, fraud prevention, and system integrity.

C. Information from third parties
Service providers. We may receive information from vendors that provide services on our behalf, such as analytics providers, marketing providers, and payment processors.

Public or business information. In some cases, we may use publicly available information about a business (for example, a company website) to support or personalize certain outputs or deliverables.

4. HOW WE USE INFORMATION

We use information for the following purposes:

To provide and operate the Services. Create and manage accounts, provide access to features, generate digital deliverables, and deliver purchased content.

To personalize outputs and improve user experience. Use assessment inputs and related data to tailor recommendations, reports, and digital deliverables.

To communicate with you. Send transactional messages such as account verification, password resets, security alerts, receipts, policy updates, and service-related notifications.

To market and promote our Services (where permitted). Send marketing messages and product updates if you opt in, or where otherwise permitted by applicable law. You can opt out at any time using the unsubscribe link or by contacting support@claritysmb.com.

To understand usage and improve the Services. Conduct analytics, measure performance, debug issues, and develop new features.

To protect the Services and comply with law. Prevent fraud, investigate misuse, enforce our Terms of Service, comply with legal obligations, and protect our rights, users, and systems.

5. AI-GENERATED OUTPUTS AND CUSTOMER RESPONSIBILITY

Some deliverables, recommendations, or content may be generated in whole or in part using automated systems, including artificial intelligence, based on information you provide and/or publicly available information.

You are responsible for reviewing any outputs for accuracy and appropriateness before relying on them. The Services are intended for general business planning and informational purposes and are not professional legal, financial, tax, accounting, compliance, or HR advice.

6. HOW WE DISCLOSE INFORMATION

We do not sell customer lists in the sense of providing your personal information to third parties for their independent marketing purposes in exchange for money.

We may disclose information in the following circumstances:

A. Service providers and vendors
We share information with third-party vendors that help us operate the Services (for example: hosting, infrastructure, analytics, email delivery, customer support tools, and payment processing). These vendors may process information only as necessary to provide services to us and are subject to contractual confidentiality and security obligations.

B. Advertising and marketing partners
We may use advertising and measurement tools (such as pixels and conversion APIs) to understand ad performance and improve marketing. These tools may collect or receive identifiers and event data (for example, page views, conversions, device identifiers, or cookie identifiers) subject to their privacy policies. You can limit certain cookie-based tracking through browser settings and applicable opt-out tools.

C. Legal, safety, and enforcement
We may disclose information if we believe in good faith it is necessary to comply with law or legal process, respond to lawful requests, enforce our Terms of Service, protect the security or integrity of the Services, or protect the rights, property, or safety of ClaritySMB, our users, or others, including in cases of suspected fraud or misuse.

D. Business transfers
If ClaritySMB is involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, we may disclose information as part of that transaction, including during due diligence, subject to appropriate confidentiality protections.

E. Affiliates
We may share information with our affiliates or entities under common control for internal business purposes consistent with this Privacy Policy.

7. COOKIES AND TRACKING TECHNOLOGIES

We use cookies and similar technologies to:
operate and secure the Services,
remember preferences,
analyze usage and performance,
measure marketing effectiveness.

You can control cookies through your browser settings. If you disable cookies, some features may not function properly.

Some emails may include tracking technology to help us understand delivery and engagement (for example, whether an email was opened). You can reduce this by using email settings that block remote images.

8. DATA STORAGE AND INTERNATIONAL TRANSFERS

We may store and process information in the United States and potentially other locations where we or our service providers operate. Information may be subject to access by government authorities in those jurisdictions according to applicable law.

If you want this to be strictly accurate, update this section to reflect where your production infrastructure is actually hosted (for example, “United States only”).

9. SECURITY

We use commercially reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

You are responsible for maintaining the confidentiality of your login credentials and for any activity under your account.

10. RETENTION

We retain information as long as reasonably necessary to:
provide the Services,
maintain your account,
comply with legal obligations,
resolve disputes,
enforce agreements,
protect against fraud or abuse,
support legitimate business purposes (such as analytics and service improvement).

If you request deletion, we will take reasonable steps to delete information subject to legal, security, and operational requirements. Some information may be retained as required by law or for legitimate business purposes (for example, fraud prevention, backups, transaction records, or audit logs).

11. YOUR CHOICES AND RIGHTS

A. Marketing emails
You can opt out of marketing communications at any time by using the unsubscribe link in an email or contacting support@claritysmb.com. Even if you opt out of marketing, we may still send transactional or service-related messages.

B. Access, correction, deletion
You may request access to, correction of, or deletion of personal information we hold about you, subject to exceptions permitted by law. To make a request, email support@claritysmb.com.

We may need to verify your identity before fulfilling a request.

12. CHILDREN

The Services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, contact support@claritysmb.com and we will take appropriate steps to delete it.

13. CALIFORNIA AND OTHER U.S. STATE PRIVACY RIGHTS

Depending on your state of residence, you may have additional rights regarding your personal information, including the right to:
know what personal information we collect, use, and disclose,
access and receive a copy of your personal information,
request deletion of personal information (subject to exceptions),
correct inaccurate personal information,
opt out of certain targeted advertising or certain disclosures,
not be discriminated against for exercising privacy rights.

To submit a request, contact support@claritysmb.com. We will verify your request as required by law.

California “Shine the Light” (Civil Code Section 1798.83): California residents may request information about certain disclosures of personal information to third parties for their direct marketing purposes. To make such a request, email support@claritysmb.com and include “California Shine the Light Request” in the subject line.

14. CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time. We will post the updated version on our website and update the “Last Updated” date. If required by law, we will provide additional notice (for example, by email or in-product notice) for material changes.

Your continued use of the Services after the effective date of an updated Privacy Policy constitutes acceptance of the updated policy.

15. CONTACT US

If you have questions about this Privacy Policy or want to exercise your rights, contact:
support@claritysmb.com