CFOTASKS.COM, INC. Effective Date: April 26, 2026 Last Updated: April 26, 2026
CFOTASKS.COM, INC. ("CFOTASKS.COM," "we," "us," or "our") is a Pennsylvania corporation that provides technology-enabled CFO intelligence and financial reconciliation services to private medical and dental practices. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website cfotasks.com, use our platform at go.cfotasks.com, schedule consultations, or engage our services.
By accessing our website or using our services, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of our website and services.
When you interact with CFOTASKS.COM, we may collect the following information:
Contact Information: Name, email address, phone number, and mailing address.
Business Information: Practice name, practice type (medical, dental, veterinary), number of providers, annual revenue range, and business address.
Technology and Systems Information: Practice Management System (PMS) or Electronic Health Record (EHR) system in use, accounting software (e.g., QuickBooks Online), and merchant processor details.
Financial Data: Profit and loss statements, revenue reports, collections data, accounts receivable and payable information, bank account reconciliation data, and other financial records you provide or authorize us to access in connection with our CFO intelligence services.
Scheduling Information: Appointment dates, times, and calendar details when you book a consultation through our scheduling system.
Communications: Emails, phone call recordings (with disclosure), text messages, and other correspondence with our team.
When you visit our website, we may automatically collect:
Device and Browser Information: IP address, browser type, operating system, and device identifiers.
Usage Data: Pages visited, time spent on pages, referring URLs, and clickstream data.
Cookies and Tracking Technologies: We use cookies and similar technologies to enhance your experience and analyze website traffic. See the "Cookies" section below.
We may receive information from third-party services you authorize us to connect with, including:
QuickBooks Online: Financial and accounting data from your connected QuickBooks account.
Practice Management Systems: Operational and financial data from your PMS/EHR system.
Merchant Processors: Payment transaction and settlement data.
Google Services: Calendar and scheduling data through Google Calendar and Google Meet integrations.
We use the information we collect for the following purposes:
Service Delivery: To provide CFO intelligence, financial reconciliation, KPI tracking, benchmarking, forecasting, and decision-support services.
Consultations: To schedule and conduct CFO Discovery Calls and ongoing advisory sessions.
Communications: To send appointment confirmations, reminders, follow-up correspondence, and respond to your inquiries.
Platform Improvement: To improve our platform, develop new features, and enhance user experience.
Reporting: To generate CFO reports, dashboards, and financial analyses for your practice.
Compliance: To comply with legal obligations and respond to lawful requests from government authorities.
Marketing: To send relevant information about our services, with your consent where required. You may opt out of marketing communications at any time.
CFOTASKS.COM does not sell your personal information. We may share your information in the following circumstances:
Service Providers: With third-party vendors who perform services on our behalf, including cloud hosting, email delivery, scheduling, phone services, CRM, and analytics. These providers are contractually required to protect your information.
Authorized Advisors: If you engage our services through a fractional CFO advisory firm or partner, we may share relevant practice data with your authorized advisor.
Financial System Integrations: With the third-party financial platforms you authorize us to connect (e.g., QuickBooks Online, your PMS, merchant processors) solely to deliver our services.
Legal Requirements: When required by law, regulation, or legal process, or to protect the rights, property, or safety of CFOTASKS.COM, our clients, or others.
Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.
We implement commercially reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, use, alteration, and disclosure. These measures include encrypted data transmission, secure cloud infrastructure, access controls, and regular security assessments.
However, no method of electronic transmission or storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.
We retain your information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Financial data provided in connection with our services is retained in accordance with applicable record-keeping requirements and our service agreements.
You may request deletion of your personal information by contacting us at the information below, subject to our legal and contractual obligations to retain certain data.
Our website uses cookies and similar tracking technologies to:
Remember your preferences and settings.
Analyze website traffic and usage patterns.
Support marketing and analytics efforts.
You can control cookie preferences through your browser settings. Disabling cookies may affect your experience on our website.
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policies of any third-party sites you visit.
Depending on your jurisdiction, you may have the following rights regarding your personal information:
Access: Request a copy of the personal information we hold about you.
Correction: Request that we correct inaccurate or incomplete information.
Deletion: Request that we delete your personal information, subject to legal and contractual exceptions.
Opt-Out: Opt out of marketing communications at any time by following the unsubscribe instructions in our emails or contacting us directly.
To exercise any of these rights, contact us using the information below.
Our services are designed for business professionals and practice owners. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have collected information from a minor, we will take steps to delete it promptly.
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. Your continued use of our website and services after any changes constitutes acceptance of the revised policy.
If you have questions about this Privacy Policy or our data practices, please contact us:
CFOTASKS.COM, INC. Phone: (877) 600-3450 Website: cfotasks.com