Floyd Advisory Group (“we,” “our,” or “us”) is committed to protecting the privacy and security of the information you submit through our secure document upload form. This Privacy Policy explains how we collect, store, use, and protect your information.
When you submit documents through our form, we may collect:
Personal information: name, email, phone number
Processing your account and related financial services
Maintaining accurate client records
Ensuring secure handling and storage of sensitive documents
Notifying our staff of new document submissions as part of internal workflow
4. Storage and Security
Access is restricted to authorized personnel only.
We implement administrative, technical, and physical safeguards to protect sensitive information.
We retain your documents only for as long as necessary to provide services or as required by law. Once processed, files stored temporarily in the CRM are deleted after transfer to secure storage.
6. Client Responsibilities
Ensure file names are professional and identifiable (e.g., “JohnDoe_Tax2025.pdf”).
Avoid including full SSNs or account numbers in file names.
7. Third-Party Services
We may use third-party services (e.g., Dropbox, OneDrive) to store files securely. These services are compliant with encryption and access control standards.
8. Contact Us
If you have questions regarding this Privacy Policy or the handling of your documents, contact us at: