Privacy Notice

Information You Provide

When you submit the website inquiry form, Dansby CFO+ may receive your name, company or practice name, email address, phone number, business type, and the message you provide.

How Information Is Used

The information is used to respond to your inquiry, evaluate whether services may be a fit, and communicate with you about the request.

Sensitive Information

Do not submit patient information, Social Security numbers, tax documents, bank information, or other sensitive financial records through the public website form. Secure document exchange can be arranged separately.

Website Hosting and Forms

This website is hosted on Netlify. Form submissions may be processed through Netlify's form-handling services and delivered to the firm's designated notification channels.

Analytics and Cookies

This website uses Google Analytics, deployed through Google Tag Manager, to understand how visitors use the site, such as pages viewed and general activity. This may involve cookies. Aggregated usage data helps improve the website and is not used to identify individual visitors beyond the information you choose to submit. If a promotional message is shown to you on this site, that is noted in your browser so the message is not repeated for an extended period.

Scheduling

Introductory calls are scheduled through Calendly, a third-party scheduling service. Information you enter when scheduling a call is provided to Calendly and handled through its service.

Secure Document Exchange

Client documents are exchanged through Encyro, a third-party secure document-exchange service. Files sent through Encyro travel directly to Encyro and are not received or stored by this website.

Contact

Questions about this notice may be directed to info@dansbycfo.com.