Privacy Policy

Privacy Policy

​

Effective Date: May 21, 2026

​

1. Information We Collect
We may collect personal information such as: Full name, phone number, email address, mailing address, tax-related documents and financial information, mobile phone number for SMS communications, and information automatically collected from your browser (e.g., IP address, cookies). We collect this information when you: Fill out a form, sign up for services, contact us, provide tax or bookkeeping documents, or opt in to receive text messages or email updates.

​

2. How We Use Your Information
Your information is used to: Deliver bookkeeping, payroll, and related services, communicate updates, reminders, notices, schedule or confirm appointments, respond to inquiries and provide client support, comply with legal and IRS/regulatory obligations.  We do not sell your personal information or mobile data.

​

3. Text Messaging (SMS) Communications
When you opt in to receive text messages from Cospan Financial Management: You agree to receive messages.  Message and data rates may apply.  You can opt out anytime by replying STOP.  For assistance, reply HELP.  We will never share, sell, or transfer your mobile opt-in data to third parties for marketing purposes.

​

4. Data Sharing and Disclosure
We do not share your information with third parties for advertising or marketing. We may share your data only: With trusted vendors who help us deliver secure services, if required by law or a valid legal request.

​

5. How We Protect Your Information
We use secure technologies and practices to protect your information, including: Secure client portals for document exchange, password-protected systems and encrypted data storage, access limited to authorized staff and professionals.  While no system is 100% secure, we take data protection seriously and follow industry’s best practices.

​

6. Your Choices and Rights
You can: Opt out of SMS or email communications, request a copy of your personal data, ask us to update or correct your information. To make any of these requests, contact us via email at Support@cospanfinancialmgmt.com or by phone at 657-559-3476

​

7. Changes to This Policy
We may update this Privacy Policy as needed. Updates will be posted on this page, and the “Effective Date” will reflect the latest version.

​

8. Contact Us
If you have any questions or concerns about this Privacy Policy or how your information is handled, please contact:

 

Cospan Financial Management
PO Box 225

Buchanan, MI 49107

​

Email: Support@cospanfinancialmgmt.com
Phone: 657-559-3476
https://www.cospanfinancialmgmt.com