Privacy Policy

Information We Collect

When you submit a form on our website, we collect the information you provide, including your name, email address, phone number, business revenue range, and industry. We also automatically collect certain technical information such as your IP address, browser type, and referring URL.

If you arrive at our site via a paid advertisement, we may collect advertising identifiers (such as Google Click ID) and campaign parameters to measure the effectiveness of our marketing.

How We Use Your Information

We use the information you provide to:

• Respond to your inquiry and schedule your Tax Intelligence Review
• Send appointment reminders and follow-up communications related to your requested services
• Improve our website, services, and marketing efforts
• Comply with legal obligations

SMS & Communication Consent

By submitting a form on our website, you consent to receive SMS messages and emails related to your appointment and requested services. Message and data rates may apply. You may opt out at any time by replying STOP to any SMS message or by contacting us directly.

Cookies & Tracking

We use Google Tag Manager and Google Analytics to understand how visitors interact with our website. We may also use Google Ads conversion tracking and remarketing tags. These tools use cookies and similar technologies to collect anonymous usage data.

You can control cookie settings through your browser preferences. Disabling cookies may affect the functionality of our website.

How We Protect Your Information

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Your data is transmitted securely via HTTPS and stored in systems with restricted access.

Third-Party Services

We may share your information with trusted third-party service providers who assist us in operating our business, including:

• CRM and scheduling platforms (GoHighLevel)
• Analytics and advertising platforms (Google)
• Website hosting (Vercel)

These providers are contractually obligated to protect your data and use it only for the purposes we specify.

Your Rights

You have the right to request access to, correction of, or deletion of your personal information. To exercise these rights, contact us using the information below.

Contact Us

If you have questions about this privacy policy or our data practices, please contact us at:

Crane Financial
Email: info@cranefinancial.org