Privacy Policy

SOCO Financial - Privacy Policy

Effective Date: 1/7/25

1. Introduction
At SOCO Financial, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website or use our services. By using our website or engaging our services, you agree to the terms outlined in this policy.

2. Information We Collect
We may collect the following personal information:

• Name, email address, phone number, and mailing address

• Financial information relevant to accounting, budgeting, and bookkeeping services

• Website usage information such as IP addresses and browser type

We collect this information only to provide our services effectively and communicate with you.

3. How We Use Your Information
We may use your personal information to:

• Provide accounting, budgeting, and financial services

• Respond to inquiries and communicate important updates

• Process payments and invoices

• Improve our website and services

• Comply with legal obligations

4. Sharing and Disclosure
We do not sell or rent your personal information. We may share information with:

• Service providers who assist in delivering our services (e.g., payment processors, IT providers)

• Legal or regulatory authorities when required by law

• Other parties with your consent

5. Your Rights Under Colorado Law
Under the Colorado Privacy Act (CPA), Colorado residents have the following rights:

• Right to Access: Request information we collect about you

• Right to Correct: Request correction of inaccurate personal information

• Right to Delete: Request deletion of personal information we maintain

• Right to Opt-Out: Opt out of processing of personal information for targeted advertising or sales

• Right to Data Portability: Request a copy of your personal data in a portable format

To exercise these rights, contact us at: admin@socofinancial.com.

6. Security of Your Information
We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of electronic transmission or storage is 100% secure.

7. Cookies and Tracking
Our website may use cookies and similar technologies to enhance user experience. You can disable cookies through your browser settings, but some features of our website may not function properly.

8. Retention of Information
We retain your personal information only as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.

9. Children’s Privacy
Our website and services are not directed to individuals under 13 years of age. We do not knowingly collect information from children.

10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The most current version will always be posted on our website with the effective date updated.

11. Contact Us
If you have questions about this Privacy Policy or how your information is handled, contact us at:
SOCO Financial
admin@socofinancial.com