Privacy policy

This Privacy Policy explains how we collect, use, share, and protect personal information when you use www.sumitcredits.com (the “Site”). By using the Site, you agree to this Privacy Policy.

We do not sell personal information or share it for cross-context or targeted advertising.

This Privacy Policy applies to:

• Visitors to the Site
• Individuals who contact us through the Site, email, or phone
• Individuals whose information is provided to us by our business clients

For information you provide directly to us, Sumit Credits is the entity that determines how and why the information is used.

For information clients provide about employees, job applicants, or other individuals, we typically act as a service provider and use that information only as instructed by the client.

We may collect:

• Name, job title, company name
• Email address, mailing address, phone number
• Information about your business, locations, or operations
• Messages submitted through contact forms
• Feedback or survey responses

Clients may provide personal information necessary to evaluate and document credits and incentives, including:

• Employee names and contact details
• Hire dates, employment status, job positions
• Wage and hour information
• Work locations and schedules
• Eligibility indicators for programs such as WOTC

When you visit the Site, we may collect:

• IP address and general location
• Browser type, device type, operating system
• Pages viewed, links clicked, and timestamps
• Referring and exit pages
• Cookie and analytics data

We use cookies and similar tools to:

• Ensure the Site works properly
• Improve performance and user experience
• Analyze traffic and usage patterns

You may manage cookies through your browser settings.

SumIt Credits uses Google reCAPTCHA v3 on consultation forms to help distinguish legitimate requests from automated abuse. reCAPTCHA evaluates technical and interaction signals and sends information to Google for security analysis under Google’s Privacy Policy and Terms of Service. It is used only to protect forms and is not an advertising feature.

With your consent, this website loads Google Analytics using the existing SumIt Credits measurement tag GT-WV8W4HN to understand which pages and services are useful. Analytics scripts do not load until you accept optional analytics in the privacy dialog. If you reject or have not answered, the analytics tag is not loaded by the new site.

You can reopen Your Privacy Choices from the footer. Withdrawing consent prevents optional analytics from loading on later visits after the stored choice is cleared or changed; security measures required to protect forms may still operate when you use those forms.

SumIt Credits may use AI-assisted tools, AI voice agents, and other automated systems to respond to inquiries, route or schedule communications, organize records, summarize information, support evaluation of potential tax-credit and incentive opportunities, create records in connected business systems, and determine when an interaction should be handed to a person.

When you call a number answered by a SumIt-operated AI voice agent, or interact with an automated system by message or chat, some or all of the interaction may be handled by an automated system rather than a person. Where legally permitted and after any notice or consent required by applicable law, the interaction may be recorded, transcribed, and processed for the purposes described in this policy.

Call audio, transcripts, form submissions, and records created from them may be processed by service providers acting for SumIt Credits or, where applicable, on behalf of a SumIt client under the governing engagement. Recording, disclosure, access, and retention settings are configured according to the applicable use case, agreement, and jurisdiction, including jurisdictions that require every party to consent to a recorded call.

If you do not want to continue with an automated system or be recorded, you may say so during the interaction and ask to speak with a person or end the interaction. Nothing on this website records audio or video merely because you visit a page; website forms, security logs, session-bounded attribution, and consent-gated analytics are handled as described elsewhere in this policy.

AI-assisted systems can produce incomplete or inaccurate output. SumIt Credits uses human oversight where an error could materially affect a client, employee, applicant, filing, eligibility analysis, or professional conclusion. Automated systems are not used to make decisions producing legal or similarly significant effects without appropriate human involvement, and their output is not a substitute for legal, tax, accounting, or financial advice.

We use personal information to:

• Evaluate and manage tax credits and incentives
• Respond to inquiries and demo requests
• Operate and improve the Site
• Detect and prevent security issues
• Perform accounting, billing, and internal reporting
• Maintain client relationships
• Comply with legal and regulatory requirements
• Enforce our agreements and protect rights and safety

We may de-identify information for analytics, reporting, and other lawful purposes.

We may share information with:

• Service Providers – hosting, data storage, IT support, analytics, communication tools, and professional advisors
• Business Clients – in analyses, reports, and filings that include data they provided
• Government or Tax Authorities – when required to pursue or document incentives
• Affiliates or Successor Entities – in connection with mergers or reorganizations
• Legal Authorities – when required to comply with laws or protect safety

We do not share personal information with third parties for their own marketing.

We use reasonable administrative, technical, and physical safeguards to protect personal information. Although we take precautions, no system is completely secure.

We retain personal information as long as necessary to:

• Provide services
• Maintain required business records
• Comply with legal and regulatory obligations
• Resolve disputes and enforce agreements

Some information may remain in backups for additional time.

• You may unsubscribe from marketing emails at any time.
• You may control cookies through your browser settings.

Depending on your location, you may have rights to:

• Access personal information we hold
• Request correction of inaccurate information
• Request deletion of your information
• Request a portable copy of your information
• Object to or restrict certain processing

If your information was provided by a client, we may direct you to that client.

The Site is not directed to children and we do not knowingly collect personal information from children under 13. If such information is discovered, we will delete it.

The Site may contain links to third-party websites that we do not control. We are not responsible for their privacy practices.

If you have questions or wish to exercise your privacy rights, contact us:

Email: [email protected] Office Address: 330 Veterans Blvd., Denham Springs, LA 70726 Mailing Address: P.O. Box 910, Watson, LA 70786 Phone: (225) 664-2160

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top. Continued use of the Site after changes are posted means you accept the updated policy.