OVERVIEW

Caprock CFO is committed to handling your information with care and transparency. This Privacy Policy explains what information we collect, how we use it, and your rights regarding that information. By using our website or services, you agree to the practices described here.

Caprock CFO operates across multiple states. This policy applies to all visitors and clients regardless of location.

INFORMATION WE COLLECT

We collect information in a few different ways depending on how you interact with us.

Contact form submissions — When you fill out a form on our website, we collect your name, email address, phone number, and any message you provide. This information is used solely to respond to your inquiry.

Client portal access — Our website includes a link to Financial Cents, the platform we use to collaborate with clients. Financial Cents maintains its own security and privacy practices. Any data shared through that platform is governed by Financial Cents’ terms, not this policy.

Cookies and analytics — Our website uses cookies and basic analytics tools to understand how visitors use the site. This data is aggregated and not tied to individual identities. You can disable cookies through your browser settings at any time.

HOW WE USE YOUR INFORMATION

Information collected through our website is used to respond to inquiries and schedule discovery calls, communicate with current and prospective clients, and improve the functionality and content of our website.

We do not sell, rent, or share your personal information with third parties for marketing purposes.

DATA STORAGE AND SECURITY

We take reasonable measures to protect the information you share with us. Contact form submissions and client communications are stored securely. Client financial data shared through our portal is handled with the same care we bring to every aspect of the engagement.

No method of electronic transmission or storage is completely secure. While we work hard to protect your information, we cannot guarantee absolute security.

THIRD-PARTY SERVICES

Our website may use third-party tools such as analytics platforms or scheduling software. These services have their own privacy policies and data practices. We only work with services that meet a reasonable standard of data protection.

YOUR RIGHTS

You have the right to request access to the personal information we hold about you, ask us to correct inaccurate information, or request that we delete your information where applicable. To make any of these requests, reach out to us directly using the contact information below.

CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time. When we do, the date at the top of this page will reflect the most recent revision. Continued use of our website after any changes constitutes your acceptance of the updated policy.

QUESTIONS

Reach out to us at info@caprockcfo.com and we will get back to you within one business day.