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DOXOCOLLECTIVE

Privacy Policy

How we collect, use, and protect information when you visit our site or engage our team.

Last updated: October 16, 2026

Doxo Collective LLC ("Doxo Collective," "we," "us," or "our") operates doxocollective.com and provides bookkeeping, tax support, and financial advisory services. This Privacy Policy explains what information we collect, how we use it, and the choices you have. By using our website or submitting information to us, you agree to the practices described here.

1. Information we collect

We may collect the following categories of information:

  • Contact details — name, email address, phone number, company name, and mailing address when you fill out forms or email us.
  • Service inquiry details — project descriptions, accounting tools you use, entity type, transaction volume notes, and other context you provide so we can recommend a package.
  • Files you upload — documents or attachments shared through our contact form or later during an engagement (for example, statements or prior reports).
  • Newsletter data — email address if you subscribe to updates.
  • Technical data — IP address, browser type, device information, pages visited, and approximate location collected automatically through standard website logs and analytics tools.

2. How we use information

We use personal information to:

  • Respond to inquiries and schedule consultations
  • Prepare proposals, engagement letters, and service recommendations
  • Deliver bookkeeping, tax support, CFO advisory, loan packaging, and related services under a signed agreement
  • Send service-related messages, invoices, and—if you opt in—occasional educational or promotional emails
  • Improve our website, security, and client experience
  • Comply with legal, accounting, and regulatory obligations

We do not sell your personal information to third parties.

3. Cookies and analytics

Our website may use cookies or similar technologies to remember preferences, measure traffic, and understand how visitors use the site. You can control cookies through your browser settings. Blocking cookies may limit some site features.

4. Sharing of information

We may share information only as needed to operate our business, including with:

  • Service providers who help us host the website, send email, process payments, or store files, under confidentiality obligations
  • Your designated CPA, attorney, lender, or other advisor when you authorize us to coordinate on your behalf
  • Professional advisors and authorities when required by law, regulation, court order, or to protect our rights and safety

5. Data retention

We keep personal information for as long as needed to fulfill the purposes described in this policy, meet contractual and tax record requirements, resolve disputes, and comply with applicable law. Website inquiry records that do not become a client engagement may be deleted earlier on a periodic review schedule.

6. Security

We use reasonable administrative, technical, and physical safeguards appropriate to the nature of the information we handle. No method of transmission or storage is completely secure. Please use strong passwords for any portals we share and notify us promptly if you suspect unauthorized access to your accounts.

7. Your choices and rights

Depending on where you live, you may have rights to access, correct, delete, or restrict certain personal information, or to opt out of marketing emails. To exercise these rights, contact us using the details below. You may unsubscribe from promotional emails at any time via the link in those messages. We will still send transactional messages related to active services when required.

8. Children’s privacy

Our website and services are directed to businesses and adults. We do not knowingly collect personal information from children under 16. If you believe a child has provided information to us, contact us and we will take appropriate steps to delete it.

9. International visitors

We are based in the United States. If you access our site from outside the U.S., your information may be processed in the United States where privacy laws may differ from those in your country.

10. Changes to this policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top will change when we do. Continued use of the website after updates constitutes acceptance of the revised policy.

11. Contact us

For privacy questions or requests, contact: