Terms & Conditions

Last Updated:
April 2026
These Terms & Conditions (“Terms”) govern your use of the CFO Worx website and client portal. By accessing our site, you agree to these Terms.


1. Use of the Site


You may use this site for lawful business purposes only. You agree not to copy, modify, or distribute any content without prior written consent.

2. Intellectual Property


All content, graphics, logos, and trademarks are the property of CFO Worx or its licensors. Unauthorized use is prohibited.

3. Client Portal Access


Authorized users of the CFO Worx Client Portal must maintain the confidentiality of their login credentials and are responsible for all activity under their account. We reserve the right to suspend access for misuse or security concerns.

4. Disclaimer


Information provided on this site is for general informational purposes and does not constitute financial, legal, or investment advice. Decisions based on our materials are made at your own discretion.

5. Limitation of Liability


To the fullest extent permitted by law, CFO Worx shall not be liable for any indirect, incidental, or consequential damages arising from the use of our website or services.

6. Links to Third Parties


Our site may contain links to third-party websites. We are not responsible for their content or privacy practices.

7. SMS Terms & Conditions


CFO Worx uses SMS messaging solely for account authentication and system access. Users may receive one-time passcode (OTP) messages when logging into systems or completing authentication requests. Message frequency varies based on user activity, and users will only receive messages when initiating login or authentication requests. Message and data rates may apply depending on the user’s mobile carrier plan. Users opt in by providing their phone number during account setup or administration and by initiating login or authentication requests that require SMS verification. Users can opt out at any time by replying STOP to any message, and after opting out, no further messages will be sent unless the user opts back in by replying START

8. Governing Law


These Terms are governed by the laws of the State of Florida. Any disputes will be resolved in that jurisdiction.

9. Changes to These Terms


We may update these Terms at any time. Continued use of the site after updates constitutes acceptance.

10. Contact


For questions about these Terms, email info@cfo-worx.com.