Last Updated: February 24, 2025

Sam’s List, operated by Samslist LLC ("we," "us," or "our"), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and disclose your information when you use our services, websites, and applications (the “Services”). By using the Services, you consent to the practices outlined in this policy.

Who we are and how to contact us

Sam’s List is a technology platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors.

If you have any questions about our privacy practices, please contact us at:contact@samslist.co

Your rights relating to your personal data

You have the right to:

• Request access to your personal data.
  
• Request correction of inaccurate or incomplete information.
  
• Request erasure of your data where no legal reason exists for us to keep it.
  
• Object to processing of your data where we rely on legitimate interests.
  
• Request restriction of processing.
  
• Request data portability.
  
• Withdraw consent where we rely on consent to process personal data.
  

To exercise these rights, contact us atcontact@samslist.co.

What personal data we collect

We collect different types of personal data, including:

• Contact data – Email address and phone number (if provided).
  
• Professional data – If a user leaves a client review and connects their LinkedIn or Twitter, we may collect publicly available professional data via API.
  
• Financial data – We collect payment information only from vendors who purchase packages via Stripe.
  
• Transaction data – Records of payments and subscriptions.
  
• Marketing preferences – If users opt in to receive marketing emails.
  

How we use your personal data

We use personal data to:

• Provide, personalize, and improve our Services.
  
• Manage user accounts and provide customer support.
  
• Conduct research and analytics.
  
• Facilitate payments and transactions.
  
• Ensure platform security and prevent fraud.
  
• Comply with legal and regulatory obligations.
  

We rely on legitimate interests, user consent, and contractual obligations to process data.
Third-party services & data collection

We use third-party services to process payments, manage data, and analyze site traffic. These services may collect and process data independently under their own privacy policies. Sam’s List does not control how these third parties handle user data, and we encourage users to review their privacy policies.

Aggregated data

We may collect aggregated data, such as statistical or demographic data, which does not identify individuals. However, if aggregated data is combined with personal data that can identify you, we treat it as personal data.

How we protect your personal data

We use industry-standard security measures to safeguard user data from unauthorized access, alteration, disclosure, or destruction. Despite these protections, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Data retention policy

We retain personal data only for as long as necessary to fulfill the purposes outlined in this policy or as required by law. When no longer needed, we securely delete or anonymize user data.

Children’s privacy

Sam’s List does not knowingly collect personal data from children under 16. If we learn that we have collected such data, we will delete it immediately. If you believe a child has provided us with personal data, contact us atcontact@samslist.co.

Cookies & tracking technologies

We use cookies and similar tracking technologies to enhance user experience, analyze trends, and manage platform performance. Users can control cookie preferences through their browser settings.

Links to other websites

Our Services may contain links to external websites. We are not responsible for their content, privacy policies, or data practices.

Changes to this privacy policy

We reserve the right to update this Privacy Policy at any time. Changes take effect upon posting. Users will be notified of material updates.

Compliance with Google API Services User Data Policy

Sam's List’s use and transfer of information received from Google APIs to any other app will adhere to Google API Services User Data Policy, including the Limited Use requirements.

For any privacy-related concerns, contact us atcontact@samslist.co.