Compass CFO Solutions Privacy Policy

Privacy Policy for Text Messaging

Effective Date: April 1, 2025 Last Updated: April 1, 2025

Compass CFO Solutions LLC (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information when communicating with you via text messaging.

  1. Information We Collect When you communicate with us via text message, we may collect the following information:
  • Your name
  • Phone number
  • Any information you voluntarily provide in your messages (e.g., financial inquiries, appointment details)
  • Technical data such as timestamps of messages
  1. How We Use Your Information We use text messaging to:
  • Respond to your inquiries
  • Schedule, confirm, or modify appointments
  • Send important updates regarding your services
  • Provide reminders for deadlines or required documents
  • Share limited financial or tax-related information as needed
  1. Data Protection and Security We take reasonable precautions to protect the security of your information, including:
  • Limiting access to client communications
  • Using encrypted messaging services where applicable
  • Regularly monitoring for unauthorized access or data breaches
  1. Third-Party Sharing We do not sell, rent, or share your personal information with third parties, except:
  • When required by law or legal processes
  • With your explicit consent
  • To trusted third-party service providers that assist in our business operations (e.g., appointment scheduling systems) under strict confidentiality agreements
  1. Your Choices and Rights You have the right to:
  • Opt out of receiving text messages at any time by replying “STOP”
  • Request access to, correction, or deletion of your personal information
  • Contact us regarding any concerns about your data privacy
  1. Retention of Messages We retain text messages only for as long as necessary to fulfill the purposes outlined in this policy or comply with legal obligations.
  2. Changes to This Policy We may update this Privacy Policy from time to time. Any changes will be communicated via our website or other appropriate channels.
  3. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties
  4. Contact Us If you have any questions about this Privacy Policy or your personal data, please contact us at:

Compass CFO Solutions LLC

Matt Hayon

2950 West Cypress Creek Road Ste 333 #1347

Fort Lauderdale, FL 33309

info@compasscfo.com