ProCFO Business and Tax Services is committed to protecting your personal information and your right to privacy.
Effective Date: January 1, 2026 | Last Updated: April 1, 2026 | Version: 2.0
Summary: We collect your information only to provide accounting and tax services, respond to inquiries, and, with your explicit consent, send you SMS text messages. We do not sell your data. You can opt out of text messages at any time by replying STOP.
ProCFO Business and Tax Services (“ProCFO,” “we,” “us,” or “our”) is a CPA firm located in Roselle, Illinois, serving individuals, businesses, and nonprofits across the greater Chicagoland area. ProCFO is an Equity Growth Partners (EGP) portfolio company.
Contact: Info@procfobts.com | 630-681-9020 | Roselle, Illinois | procfobts.com
We use the information we collect for the following purposes:
We process your information on the following legal bases: (a) performance of a contract, to provide the services you request; (b) your consent , for SMS communications and optional marketing; (c) legitimate interests , to operate and improve our business; and (d) legal obligation , to comply with applicable laws and professional standards.
A2P Compliance Notice: ProCFO Business and Tax Services operates an Application-to-Person (A2P) SMS messaging program in compliance with the Telephone Consumer Protection Act (TCPA), CTIA guidelines, and carrier requirements.
We only send SMS text messages to individuals who have explicitly opted in by checking the SMS consent checkbox on our web forms. Opting in is always voluntary and optional , it is never required to receive our services or to submit an inquiry.
Message frequency varies based on your engagement with our services and the tax calendar. During tax season (January through April), messages may be more frequent. Outside of tax season, messages are typically limited to appointment reminders and deadline alerts.
Message and data rates may apply depending on your mobile carrier plan. ProCFO Business and Tax Services is not responsible for charges assessed by your wireless carrier.
You may opt out of SMS messages at any time by replying STOP to any message you receive from us. After replying STOP, you will receive a single confirmation message and no further text messages will be sent. You may also opt out by contacting us at Info@procfobts.com or calling 630-681-9020.
To request help or information about our SMS program, reply HELP to any message or contact us at Info@procfobts.com or 630-681-9020.
Our SMS program is supported by major U.S. wireless carriers. Carrier support is not guaranteed for all carriers. We are not liable for delayed or undelivered messages.
We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We may share your information in the following limited circumstances:
We retain your personal information for as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce our agreements. Tax and accounting records are retained in accordance with IRS and state record-keeping requirements, which typically require retention of seven years or more.
SMS opt-in records are retained for a minimum of five years to comply with TCPA and carrier requirements. If you opt out of SMS, we retain your opt-out record to ensure you are not re-enrolled.
We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Client tax documents are managed through SmartVault, an encrypted document management platform. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
Depending on your location, you may have the following rights regarding your personal information:
To exercise any of these rights, contact us at Info@procfobts.com or 630-681-9020.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.
Our website may contain links to third-party websites, including our SmartVault secure portal and social media platforms. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.
We may update this Privacy Policy from time to time. When we make material changes, we will update the “Last Updated” date at the top of this page. We encourage you to review this policy periodically.
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: