Privacy Policy
Effective Date: Sep 7, 2020
Last Updated: Sep 9, 2025
Today CFO (“Company,” “we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, book a consultation, or otherwise engage with our services.
1. Introduction We Collect
We may collect the following types of information:
Personal Information: Name, email address, phone number, business details, and any information you provide through our booking page (https://www.todaycfo.com/booking-page-todaycfo) or others located on this site.
Financial or Business Data: Information you share during consultations or through forms for financial planning or tax strategy purposes.
Automatically Collected Data: IP address, browser type, device information, and cookies when you visit our website.
2. How We Use Your Information
We use your information to:
Schedule and confirm appointments.
Send reminders, updates, and service-related notifications.
Provide financial, tax, and advisory services.
Share educational resources, tax tips, and optional promotional content (only if you have opted in).
Improve our website, services, and client communications.
3. SMS/Text Messaging
If you opt in, we may send SMS reminders, confirmations, and occasional updates. Message frequency varies. Standard messaging rates may apply. You may opt out at any time by replying STOP to any message.We use your information to:
4. How We Share Your Information
We do not sell your personal information. We may share information only with:
Service Providers: Third parties who help us deliver services (e.g., scheduling, CRM, or payment processing).
Legal Requirements: If required by law, regulation, or legal process.
5. Data Security and Retention
We use industry-standard safeguards to protect your information. Client files and records are retained in compliance with applicable state and federal record-keeping laws. In Texas, this generally requires business and accounting records to be retained for at least 5 years.
6. Your Rights and Choices
We use industry-standard safeguards to protect your information. Client files and records are retained in compliance with applicable state and federal record-keeping laws. In Texas, this generally requires business and accounting records to be retained for at least 5 years.
Access & Correction: You may request access to or correction of your personal data.
Opt-Out: You may unsubscribe from promotional emails or SMS at any time.
Cookies: You can adjust browser settings to refuse cookies or alert you when they are used.
7. Children’s Privacy
Our services are intended for adults and business owners. We do not knowingly collect information from children under 13.
8. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted with a revised “Effective Date.”
9. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us at:
Today CFO
1400 Broadfield Blvd, Ste 200
Houston, TX 77084
866-438-5008
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