Last updated: May 6, 2026
APX Advisors LLC ("APX," "we," "us," or "our") is committed to protecting the privacy of our clients, prospective clients, and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit apxsystem.io or apx-advisors.com, or engage with our bookkeeping, tax, and advisory services, including through third-party integrations such as Xero. Please read this policy carefully. If you disagree with its terms, please discontinue use of our sites and services.
We collect information you provide directly to us and information collected automatically through your use of our website.
When you complete our contact form, request a consultation, or sign an engagement agreement, we may collect the following categories of personal information:
| Category | Examples | Purpose |
|---|---|---|
| Identifiers | First name, last name | Personalize communications |
| Contact Information | Email address, phone number | Respond to inquiries, schedule consultations, send SMS notifications |
| Business Information | Business name, industry, annual revenue range | Assess advisory fit and service level |
| Communication Preferences | Preferred language (English/Spanish) | Deliver communications in your preferred language |
| Message Content | Description of financial challenges | Understand your needs before the first call |
When you visit our website, certain information is collected automatically through standard web technologies, including your IP address, browser type and version, operating system, referring URLs, pages viewed, and the date and time of your visit. This information is used solely for website analytics, security monitoring, and improving user experience. We do not use this data to identify individual visitors.
APX Advisors LLC may send SMS (text message) communications to clients who have provided express written consent to receive such messages. This section describes how we collect consent, what types of messages we send, and how you can opt out.
We only send SMS messages to clients who have explicitly opted in. Consent is obtained through one or more of the following methods:
Consent to receive SMS messages is not a condition of purchasing any service from APX Advisors LLC.
SMS messages sent by APX Advisors LLC may include:
We do not send marketing or promotional SMS messages. All messages are transactional and service-related, sent only to existing clients with active engagements.
Message frequency varies by client and service activity. Most clients receive no more than 4–8 messages per month. Message and data rates may apply depending on your mobile carrier plan.
You may opt out of receiving SMS messages from APX Advisors LLC at any time by replying STOP to any message we send. After opting out, you will receive a single confirmation message and no further SMS communications. To re-subscribe, reply START at any time.
You may also opt out by contacting us directly at [email protected] or calling (310) 404-5300.
For help with SMS communications, reply HELP to any message or contact us at [email protected].
We do not share, sell, or disclose your mobile phone number or SMS message content to any third party for marketing purposes. Your phone number is used solely to deliver the service-related messages described above. SMS message data is retained for no longer than 24 months and may be deleted upon request.
We use the information we collect for the following business purposes:
In the course of providing fractional CFO and financial advisory services, APX uses Xero — a cloud-based accounting platform — to access, process, and manage financial data on behalf of our clients. When a client authorizes APX to connect to their Xero organization, we may access financial records including but not limited to: profit and loss statements, balance sheets, cash flow summaries, payroll records, invoices, bills, bank transaction data, and chart of accounts. This access is granted solely by the client through Xero's OAuth 2.0 authorization flow and is used exclusively to deliver the services described in the client's service agreement with APX.
APX acts as a data processor with respect to any financial data accessed through Xero. We do not use Xero-sourced data for any purpose other than providing the services the client has engaged us to perform. We do not sell, share, or disclose Xero-sourced financial data to any third party except as required by law or as explicitly authorized by the client in writing. Clients may revoke APX's access to their Xero organization at any time through their Xero account settings.
We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We may share your information only in the following limited circumstances:
If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), grants you specific rights regarding your personal information.
| Your Right | What It Means |
|---|---|
| Right to Know | You may request disclosure of the categories and specific pieces of personal information we have collected about you, the sources, the business purpose, and the third parties with whom we share it. |
| Right to Delete | You may request that we delete personal information we have collected from you, subject to certain exceptions. |
| Right to Correct | You may request that we correct inaccurate personal information we maintain about you. |
| Right to Opt-Out of Sale | We do not sell personal information. No opt-out is necessary. |
| Right to Non-Discrimination | We will not discriminate against you for exercising any of your CCPA rights. |
To exercise any of these rights, please contact us at [email protected] or call (310) 404-5300. We will respond to verifiable consumer requests within 45 days as required by California law.
We retain personal information for as long as necessary to fulfill the purpose for which it was collected — typically the duration of our business relationship with you plus a reasonable period thereafter for record-keeping purposes. Contact form submissions that do not result in an engagement are retained for no longer than 24 months. SMS opt-in records are retained for the duration of the client relationship and for a minimum of 4 years thereafter to demonstrate compliance with applicable regulations. You may request deletion of your information at any time as described in Section 6.
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. All data transmitted through our website and internal systems is encrypted in transit via TLS/HTTPS. However, no method of transmission over the internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.
Our website and services are directed to business owners and are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have inadvertently collected such information, we will delete it promptly.
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing any personal information.
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make material changes, we will update the "Last updated" date at the top of this page. We encourage you to review this policy periodically. Your continued use of our website after any changes constitutes your acceptance of the updated policy.
If you have questions or concerns about this Privacy Policy or our privacy practices, or to exercise your California privacy rights, please contact us: