Privacy Policy

CFO Worx (“we,” “our,” or “us”) values your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and protect your data when you visit our website, subscribe to our communications, or access our client portal.
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1. Information We Collect

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We may collect:
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• Name, email, phone number, company, and job title
• Account credentials for our client portal
• Marketing preferences and communication history
• Technical data such as IP address, browser type, and site usage statistics (via cookies or analytics tools)

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2. How We Use Your Information

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We use your data to:
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• Provide and personalize our services
• Operate and improve our client portal
• Send newsletters, insights, and marketing updates (only if you’ve opted in)
• Respond to inquiries and manage relationships
• Analyze performance and improve our website
• Comply with legal and regulatory obligations

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We do not sell or share your personal data with third parties for their marketing purposes.

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3. Email & Newsletter Communications

If you subscribe to our newsletter or marketing emails, you can unsubscribe at any time by clicking the link in the email or contacting info@cfo-worx.com. We use reputable email platforms that comply with GDPR and CAN-SPAM regulations.

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4. Client Portal Data

Information accessed or stored within the CFO Worx Client Portal is confidential and protected by secure authentication, encryption, and role-based access controls. Portal data is used solely for client service delivery and internal analytics.

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5. Data Storage & Security

Your information is stored on secure servers located in the United States and protected through encryption, access controls, and monitoring. We maintain administrative and technical safeguards to prevent unauthorized access or disclosure.

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6. Third-Party Processors

We may work with trusted service providers (e.g., CRM, analytics, and email platforms) that process data on our behalf under strict confidentiality agreements.

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7. Your Rights

You may request access, correction, or deletion of your personal data, or withdraw consent to marketing, by contacting info@cfo-worx.com.

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8. Retention

We retain data only as long as necessary to provide our services and comply with legal obligations.

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9. Updates to This Policy

We may update this policy periodically. Changes will be posted on this page with a new “Last updated” date.

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10. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us at:

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info@cfo-worx.com

www.cfoworx.com

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