top of page

Privacy Policy

The XPO Partners (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard information when you interact with us, including through phone calls, text messages, email, and our website.

Information We Collect

We may collect personal information that you voluntarily provide, including but not limited to your name, phone number, email address, and business or tax-related information necessary to provide services.

How We Use Your Information

We use your information solely for business and client service purposes, including communicating about scheduling and appointments, responding to tax, accounting, and business-related inquiries, requesting or clarifying documents, and providing ongoing professional services. We do not use your information for marketing text messages, nor do we sell or share your personal information for marketing purposes.

Text Messaging (SMS)

If you provide your mobile phone number, you may receive text messages from The XPO Partners for general client communications only. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP or request assistance by replying HELP.

Data Storage and Security

Client contact information and communications may be stored and managed within our business communication platforms, including Nextiva, as well as internal client records. Access is limited to authorized personnel, and reasonable safeguards are used to protect information.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted with an updated effective date.

Contact Us

The XPO Partners
info@thexpopartners.com

Discover the
XPO Advantage Today

Ready to take your financial management to the next level? Discover the XPO advantage and see how our integrated services and strategic approach can empower your business and secure your future.

Contact us today to schedule a consultation and start your journey towards financial freedom and success.

bottom of page