CEOWorks Privacy Policy
Last Updated: January 2025
1. Introduction
CEOWorks (“CEOWorks,” “we,” “our,” “us”) provides automation, administrative, payroll, reporting, and business support services for FedEx Ground contractors and other small businesses.
This Privacy Policy explains how we collect, use, store, and protect your information when you interact with our website, client portal, and payment processing systems — including when you connect your bank account through Stripe Financial Connections or other payment providers.
2. Information We Collect
a. Personal Information
We may collect the following personal data when you use our services or communicate with us:
- Name
- Email address
- Phone number
- Business name and business profile information
- Billing and invoicing details
b. Payment & Banking Information
When you authorize payments or connect your bank using Stripe Financial Connections:
- Bank account details
- Account verification information
- Limited transaction-related data required to process payments
We do not store or have access to your banking login credentials.
Bank authentication is securely handled by Stripe/Plaid.
c. Usage & Technical Information
We may collect:
- IP address
- Browser type
- Device information
- Pages accessed
- Portal usage history
This helps us improve system performance and user experience.
3. How We Use Your Information
We use the information we collect to:
- Process ACH and subscription payments
- Verify bank accounts via Stripe Financial Connections
- Deliver CEOWorks services to your business
- Communicate invoices, payment confirmations, and support messages
- Improve website performance and service offerings
- Maintain accurate business and compliance records
We do not sell personal data.
4. How We Share Your Information
We only share information with third parties when necessary to operate our services:
a. Payment Processors
Stripe, Plaid, or other payment vendors may receive data needed for:
- Bank verification
- ACH transactions
- Subscription billing
b. Service Providers
Limited data may be shared with tools that support our operations, such as:
- Secure cloud storage
- Email platforms
- CRM systems
- Client portals
These third parties are contractually obligated to protect your data.
c. Legal Requirements
We may disclose information where required by law, regulation, or legal process.
5. Data Security
We implement administrative, physical, and technical safeguards to protect your information, including:
- Encrypted data transmission
- Access controls
- Secure payment processing via Stripe
- Regular monitoring of systems and permissions
While no system is 100% secure, CEOWorks follows industry-standard practices to safeguard your data.
6. Your Rights & Choice
You may request to:
- Access your information
- Update or correct inaccurate information
- Request deletion of certain data (unless retention is required by law)
- Cancel your recurring subscription at any time
To submit a request, contact us at support@ceoworks.io.
7. Data Retention
We retain customer records, transaction details, and communication logs as required for:
- Accounting
- Compliance
- Business operations
Personal data is retained only as long as necessary for its intended purpose.
8. Children’s Privacy
CEOWorks does not offer services to children and does not knowingly collect information from individuals under 18.
9. Changes to This Privacy Policy
We may update this Privacy Policy as needed. Changes will be posted on this page with the updated effective date.
10. Contact Information
For questions, concerns, or requests regarding this Privacy Policy, please contact:
CEOWorks
Email: support@ceoworks.io
Website: https://www.ceoworks.io
Email: support@ceoworks.io
Website: https://www.ceoworks.io