Privacy Policy
Technology Partners, LLC
PRIVACY POLICY
Last Updated: January 4, 2024
Introduction
We at Technology Partners, LLC d/b/a ImagineSoftware, on behalf of ourselves and our subsidiaries, Phicure Next, LLC, ICR Data Center, LLC, TPI Associates, LLC, and Unify Processing, LLC (collectively, the “Company,” “we,” “us,” or “our”) are committed to respecting your privacy. We operate the website located at www.exchangeedi.com. Our address is 8757 Red Oak Blvd., Charlotte, NC 28217 and our telephone number is (704) 553-1004. This privacy policy informs you of our policies regarding the collection, use, and disclosure of information we collect from users of our websites and/or any related services, sales, and events (collectively, the “Sites”).
By using any of the Sites, you accept and agree to everything set forth in this privacy policy. We may update this privacy policy from time to time, and the updated version will be effective as soon as it is accessible. We encourage you to review this privacy policy frequently. Continued use of the Sites constitutes acceptance of the practices as described in the revised Privacy Policy. If you have any questions, please submit your question in writing to
Information We Collect
We may collect the following information from you as you explore and use the Sites:
- Personal information you provide to us, such as your name, title, phone number, and email address, or otherwise provided to us – including through surveys
- Your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, and location
- Site usage patterns and page visit data.
We collect information directly from you via your use of the websites. We also may collect limited information about you from public databases, marketing platforms, social media platforms, and other third-party sources. We and our service providers may achieve the above through collection of identifiers, such as cookies, pixels, web beacons, and other technologies, and storage of certain types of information (e.g., click stream information, browser type, time and date, subject of advertisements clicked or scrolled over, hardware/software information, cookie, and session ID) whenever you interact with us. We also allow third-party companies (e.g., Google Analytics, ZoomInfo) to place tags on our digital properties once approved through our tagging process. The tags may collect information from your interactions on imagineteam.com. Our Privacy Policy does not cover these third-party companies. Please contact these third-party companies (i.e., Google, which is currently the only such third-party) directly for more information about their privacy policy and your choices regarding the tags and the information collected by the tags. For information regarding how Google uses data when you use partners’ sites or apps, please see www.google.com/policies/privacy/partners/ (or any other URL Google may provide from time to time). For information about how to opt out of having your information used by Google Analytics, visit https://tools.google.com/dlpage/gaoptout/. To opt-out of any data collection by ZoomInfo, visit https://www.zoominfo.com/privacy-center/manage-profile.
Use of Your Information
We use the information that we collect from you for one or more of the following purposes:
- To fulfill our legal obligations
- To send you marketing and promotional communications
- To send you information about new services and features
- To notify you of changes in our terms of use
- To deliver targeted advertising to you
- To request feedback from you
- To enforce our terms of use
- For data and usage analysis, determining the effectiveness of our services or promotional campaigns, and to evaluate and improve the Sites
- For any other purpose with your consent.
We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy policy unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements). When we have no ongoing legitimate business need to retain your personal information, we will either delete or anonymize it, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.
We have implemented technical and organizational security measures designed to protect the security of any personal information we collect. Nothing on the Internet is 100% secure. Transmission of personal information to and from the Sites is at your own risk. You should only access the Sites within a secure environment.
Sharing of Your Information
We may share your information with third parties on any of the following bases:
- You have given us consent to do so
- It is reasonably necessary in order for us to achieve a legitimate business purpose
- We must do so to meet our contractual obligations to you
- We are legally required to do so (for example as compliance with a court order)
- To enforce or apply our Terms of Service, found at https://www.imagineteam.com/terms-of-service
- To investigate, prevent, or take action regarding suspected fraud, illegal activities, or threats to a person’s safety
- In the negotiation or execution of a merger, sale, financing, loan, or acquisition
- With our affiliates (parent companies, related companies, and subsidiaries).
You may opt-out of having your data collected or shared with others (except when required to meet our contractual obligations to you, we are legally obligated to do so, or to investigate, prevent, or take action regarding suspected fraud, illegal activities, or threats to a person’s safety) by emailing us at
Equality in Service and Price
Your choice to opt-out of having your data collected or shared does not affect our prices or services.
Third-Party Websites
The Sites may link to other websites, online services, or mobile applications. We cannot guarantee the safety and privacy of data you provide to any third parties. Any data collected by third parties is not covered by this privacy policy. We are not responsible for the content or privacy and security practices and policies of any third parties, including other websites, services, or applications that may be linked to or from the Sites.
Geographic and Age-Specific Privacy Rights
The Sites are not directed towards children under the age of 18 and children under the age of 18 are not permitted to use the Website without the involvement of a parent or guardian. We do not knowingly collect personal information from children under the age of 18.
The Sites are not directed towards European citizens or residents. We do not knowingly collect information from European citizens or residents.
California law permits California residents to request and obtain from us, once a year and free of charge, information about categories of personal information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to us at
Certain states provide (now or in the future) their state residents with rights to:
- Confirm whether we process their personal information.
- Access and delete certain personal information.
- Correct inaccuracies in their personal information, taking into account the information's nature processing purpose (excluding Iowa and Utah).
- Data portability.
- Opt-out of personal data processing for:
- targeted advertising (excluding Iowa);
- sales; or
- profiling in furtherance of decisions that produce legal or similarly significant effects (excluding Iowa and Utah).
- Either limit (opt-out of) or require consent to process sensitive personal data.
The exact scope of these rights may vary by state. To exercise any of these rights, please contact us at