Privacy Policy
Effective Date: April 13, 2025
Who we are
Our website address is: https://dxsconsult.com.
DXS Consulting provides fractional CFO services to small business owners seeking expert financial guidance, tax planning, and strategic advisory.
For privacy-related inquiries, you may contact us at support@dxsconsult.com or by mail at: 2100 14th Street, Suite 107 PMB1062, Plano, TX 75074.
What Personal Data We Collect and Why We Collect It
Appointment Scheduling
When you schedule an appointment through our site (via Calendly), we collect your name, email address, and other relevant information to manage the booking. Calendly processes this data in accordance with their privacy policy.
Secure Document Sharing
When uploading or accessing files through our document portal (via Softr), metadata and file information may be collected and stored securely. Access is limited to authorized users and is used solely for fulfilling our services.
Contact Forms
When visitors submit contact forms, we collect the data provided in the form, along with the visitor’s IP address and browser information. This helps us respond to inquiries and prevent spam.
Payments
We use Square to process payments. When you make a purchase or pay for services, your payment data (e.g. cardholder name, billing address, transaction details) is securely processed by Square.
We do not store your full credit card information on our servers. Square’s privacy practices can be reviewed at squareup.com/legal/privacy.
Cookies
We may use cookies to enhance site functionality, save login preferences, or analyze web traffic. These cookies are not used to collect personally identifiable information unless explicitly stated.
You can disable cookies in your browser settings if you do not wish to allow their use.
Embedded Content from Other Websites
Pages may include embedded content (e.g., videos, forms, social posts). These act just as if you visited the original site, which may collect data, use cookies, and track your interaction.
Who We Share Your Data With
We only share personal data with third-party providers essential to operating our business:
- Calendly – Appointment booking
- Softr – Secure document access
- Square – Payment processing
We do not sell or rent your personal data to third parties for marketing purposes.
How Long We Retain Your Data
We retain data only as long as necessary to deliver our services, meet legal obligations, or for internal analytics. For example:
- Contact form entries: up to 12 months
- Appointment data: up to 24 months
- Payment transaction records: as required by accounting and tax regulations
Your Data Rights
If you’ve interacted with us, you may request to:
- Access the personal data we hold about you
- Correct inaccurate information
- Delete personal data we no longer need (excluding data we must retain for legal compliance)
Please contact us at info@dxsconsult.com for such requests.
California residents may request a list of third parties we have shared personal information with for direct marketing in the preceding calendar year (per “Shine the Light” law).
We do not sell your personal information. If this changes in the future, we will provide a mechanism to opt out as required under the California Consumer Privacy Act (CCPA).
Where Your Data Is Sent
Form submissions and transactions may be scanned through spam detection or processed by trusted third-party services like Square and Calendly through secure connections.
We take reasonable technical and administrative measures to protect your personal data from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure. Form submissions and transactions may be scanned through spam detection or processed by trusted third-party services like Square and Calendly through secure connections.
Children’s Policy
Our services are not intended for children under the age of 13. We do not knowingly collect personal information from anyone under 13 years of age.
Policy Consent
By using our website, you consent to this Privacy Policy and the collection, use, and sharing of your information as described herein.
Policy Scope
This Privacy Policy applies only to information collected through our website and does not apply to data collected offline or through other channels.
Policy Updates
We may update this policy from time to time. Please check this page for the latest version.