CFO Medical Privacy Policy
At CFO Medical, proudly owned by AA&T Group CPAs, we prioritize your privacy and are dedicated to safeguarding your sensitive information. Our role as your trusted partner in financial and regulatory excellence involves providing expert financial management and regulatory compliance guidance tailored to your medical practice’s needs. This privacy policy outlines how we collect, use, protect, and disclose your information to ensure that your data remains secure while you benefit from our comprehensive financial services.
1. Information We Collect
We collect various types of information to provide you with our financial advisory services effectively:
a. Personal Information: We collect the following personal information to provide and improve our services:
- Contacts: Information related to your interactions with us.
- Personal Information: Your name, email address, job title, employer, location, and telephone number.
b. Information Collected from Marketing and Sales Activities: We gather information through various marketing and sales activities, including but not limited to:
- Book a free consultation: When you book a free consultation of our services through our website.
- Event Registrations: When you register for events, online webinars, training sessions, or similar activities.
- Email and Newsletter Sign-ups: When you sign up to receive emails, newsletters, or other communications from us.
- Virtual Events and Meetings: When you attend virtual events, interviews, or meetings. This may include instances where you agree to be recorded or where photos or videos are taken during the event.
2. How We Use Service, Usage, and Marketing Information
a. How do we use service information? We use service information to deliver and assess our services, analyze their usage, troubleshoot issues, verify identities, establish accounts, and send updates, emails, newsletters, and other information that may interest you. This information helps ensure that our services are effective and responsive to your needs.
b. How do we use usage information? Usage information is utilized to facilitate and evaluate the performance of our services, analyze usage patterns, resolve technical problems, ensure secure access, and communicate updates, emails, newsletters, and additional relevant details derived from your engagement with our services.
c. How do we use marketing information? Marketing information you provide is used to address your requests submitted via our website or events, supply the information you asked for, and communicate with you about those requests. It also allows us to send you updates, emails, newsletters, and other relevant content.
3. Sharing Your Information
We may share your information with companies that help us provide services, including business partners working on new data solutions. Marketing information you give us might be shared with event sponsors or other third-party partners, as explained when you provide the information.
We use your information to handle issues like fraud, security problems, and technical difficulties. If there are big changes to our company, such as a merger or sale, we might share your information as part of the process.
We might also share your information to investigate or prevent illegal activities and to meet legal requirements.
4. Analytics, Advertising, and Do-Not-Track
We use various analytics tools and technologies to collect and analyze data about how you interact with our Website and Service. This information helps us understand user behavior, improve our services, and enhance your experience. Analytics tools may use first-party and third-party cookies and other tracking technologies.
These tools allow us to:
- Monitor traffic patterns and user interactions on our Website.
- Analyze the effectiveness of our marketing campaigns and content.
- Identify trends and areas for improvement in our Service.
Our Website and Service may use advertising technology providers to deliver tailored advertising to you. This may include both online and offline advertising. To accomplish this, we and third-party advertising partners may gather data on your activities on our Website and Service. We may show you ads for our Service when you visit other websites after having visited our Website.
Advertising technology providers may use cookies, web beacons, and other automated technologies to track your online activities over time. This data helps deliver ads that are relevant to your interests.
We and our advertising partners may use both first-party cookies (set by our domain) and third-party cookies (set by other domains) to inform, optimize, and deliver ads based on your previous visits to our Website or use of our Service. Additionally, these cookies help us report on ad impressions and interactions to assess the effectiveness and relevance of the ads we serve.
5. Your Rights and Choices
At CFO Medical, we prioritize your privacy and your ability to manage your personal information. You can view and update your personal data. If you prefer to stop receiving promotional messages, you can opt out by unsubscribing from our emails. Additionally, you have the option to request the deletion of your personal data, though please be aware that legal and contractual restrictions may apply.
6. How Long Do We Keep Your Information?
We retain your personal information only for the duration necessary to achieve the purposes for which it was collected, including the provision of our services, adherence to legal obligations, and addressing your requests. The retention period may vary depending on the type of information and the purpose of its collection. For example, transaction records and other relevant data might be kept for a duration required by applicable laws and regulations.
Once your information is no longer needed or upon your request for deletion, we will securely dispose of it in accordance with our data retention and deletion policies. If you have any questions about how long we retain your information or if you wish to request the deletion of your data, please contact us at info@aatgroupcpas.com
7. Security
At CFO Medical, we are committed to protecting your personal information with exceptional security measures. We use technical and organizational strategies to guard your data against unauthorized access, disclosure, modification, and destruction. Our dedication to security means we constantly review and enhance our practices to tackle new threats and keep your information safe.
To help safeguard your personal information, we recommend the following practices:
- Use Strong Passwords: Create passwords that are complex and unique for each of your accounts. Avoid using easily predictable information, such as birthdays or names.
- Be Cautious with Personal Information: Avoid sharing sensitive information, such as Social Security numbers or financial details, unless absolutely necessary and only with trusted sources.
- Update Software Regularly: Keep your operating system, applications, and security software up to date to protect against vulnerabilities and threats.
8. Third-Party Links and Services
Our Website may feature links to external websites, applications, and services or be embedded within these platforms. Additionally, third-party content and features, including cookies, may be present on our Service or Website. When you engage with these third parties, they may collect, use, and share your information independently of us. We are not liable for the content, security, or practices of these external entities.
9. Children Policy
Our Service is designed for users who are 18 years of age or older. By accessing or using our Service, you confirm that you meet this age requirement. We do not knowingly collect or request personal information from anyone under the age of 18. If we become aware that an individual under 18 has accessed our Service or provided their information, we will promptly delete their account and any associated data.
To ensure a secure and appropriate environment, we rely on users to provide accurate age information. If you believe that someone underage has used our Service, please contact us immediately so we can address the situation. Additionally, if you are a parent or guardian and suspect that your child has shared personal information with us without your consent, please notify us right away. We are committed to maintaining the privacy and safety of all users and will take necessary actions to comply with this policy.
10. Privacy Policy Updates
We might revise our Privacy Policy to account for changes in our practices, legal requirements, or other relevant factors. You will be notified of these updates before they take effect, ensuring that you have the opportunity to read and understand the changes. If you have any questions or concerns about the updated Privacy Policy, or if you would like to provide feedback, please contact us using the information provided below. Continued use of our Service after the effective date of any updates will signify your acceptance of the revised Privacy Policy.
11. How to contact us
You can contact us using the information below:
Email: info@aatgroupcpas.com
Phone: (703) 670-3532
Address: Woodbridge, Virginia 22192, US
Last updated: August 2024
