Privacy Policy

CA Firm CRM stores account, client, task, compliance, document, and payment information solely to provide authorized practice-management services.

Access and security

Access is role-based. Authentication uses HTTP-only cookies, and users must not share credentials. Administrators are responsible for granting and revoking access.

Data use

Information is used for CRM operations, compliance tracking, reporting, and authorized support. Contact your administrator for access, correction, retention, or deletion requests.

Support

Email support@corpexsolutions.com for privacy-related questions.