Privacy Policy

1. Information We Collect

When you engage Doxo Promo for accounting, bookkeeping, tax preparation, or fractional CFO advisory services, we collect information necessary to perform our engagement, including:

• Contact & Entity Details: Legal business names, entity structures, authorized contact persons, corporate email addresses, phone numbers, and physical business addresses.
• Financial & Tax Data: General ledgers, trial balances, bank feeds, payroll records, previous years’ tax returns, W-2/1099 statements, and corporate asset documentation.
• Payment Information: Billing addresses and credit card/ACH payment authorizations processed securely through PCI-DSS compliant payment gateways.

2. How We Use Your Information

We use collected information strictly to deliver authoritative financial services, such as:

• Performing GAAP double-entry bookkeeping and bank reconciliations.
• Preparing federal, state, and local business tax returns and estimated payments.
• Formulating financial projections, CFO runway models, and debt financing packages.
• Communicating critical filing deadlines, audit inquiries, and advisory insights.

3. Confidentiality & Security Measures

We maintain rigorous administrative, technical, and physical safeguards:

• Encryption: All electronic data transmitted through our portals is encrypted using 256-bit SSL/TLS protocols.
• Access Controls: Access to client files is restricted strictly to assigned CPAs, accountants, and senior advisors working directly on your portfolio.
• Non-Disclosure: All staff and advisors are bound by strict non-disclosure and confidentiality agreements.

4. Third-Party Disclosures

We do not sell, rent, or trade your personal or business information. Disclosures are made only to:

• Government tax authorities (e.g., IRS, state revenue departments) upon your explicit authorization and signature.
• Secure financial software vendors (e.g., QuickBooks, payroll processors) necessary for service fulfillment.
• Comply with legal obligations, subpoenas, or court orders when mandated by applicable law.

5. Data Retention & Client Rights

In compliance with professional accounting record-retention standards, we retain financial records for the duration required by federal and state regulatory authorities (typically 7 years). You have the right to request copies of your finished work papers, filed returns, and generated financial reports at any time.