Data Privacy and Security

At Aloe Advisors, we understand the importance of protecting your personal and financial information. We are committed to maintaining the highest standards of data security and privacy. Please click here to learn about our Privacy Policy. Our firm takes every measure to ensure that your data is handled with the utmost care and confidentiality.

Our Commitment

1. Data Protection: We use advanced security technologies and procedures to safeguard your data against unauthorized access, theft, and loss. Our systems are regularly updated and audited to ensure they meet industry standards and regulations.
2. Privacy by Design: We incorporate privacy principles into every aspect of our services. From the moment we collect your data, we ensure that it is used solely for the purposes for which it was collected, with your explicit consent.
3. Client Portal: All sensitive information is exchanged via secure client portal. We delete any sensitive information received via email and request clients to send information via client portal – no exceptions.
4. Transparent Practices: We believe in transparency when it comes to how we collect, use, and share your data. You have the right to know what information we hold about you and how it is used. Our privacy policies are clear, concise, and easily accessible.
5. Employee Training: Our team members undergo regular training on data privacy and security best practices. We ensure that all employees understand the importance of protecting client data and adhere to our strict privacy policies.
6. Third-Party Agreements: We work only with trusted partners who share our commitment to data privacy and security. Any third parties we engage with are required to adhere to our strict data protection standards.

Your Rights

As our valued client, you have the following rights concerning your data:

• Access: You can request access to your personal data at any time.
• Correction: If you believe that any information we hold about you is incorrect or incomplete, you have the right to request a correction.
• Deletion: You can request the deletion of your personal data under certain circumstances. CPAs are required to follow Federal and State data retention regulations to retain files and documentation, which cannot be removed.
• Restriction: You have the right to restrict the processing of your data in specific situations.

Contact Us

If you have any questions or concerns about our data privacy practices, please do not hesitate to contact us.

Your trust is important to us, and we are dedicated to protecting your privacy with the highest level of security.