Privacy Policy
Effective Date: 01/01/2026

DNA Financial Corp. ("DNA Financial," "we," "our," or "us") is committed to safeguarding the confidentiality and privacy of our clients and website visitors. As a financial services firm, we maintain strict standards for the protection of sensitive information.

  1. Information We Collect

We may collect the following information in connection with providing services:

  • Full name

  • Email address

  • Phone number

  • Business information

  • Financial documents and records necessary for accounting or advisory services

  • Information submitted through contact forms or client portals

  1. How We Use Information

We use collected information solely for legitimate business purposes, including:

  • Providing accounting, bookkeeping, and advisory services

  • Client onboarding and account management

  • Responding to inquiries

  • Compliance with legal and regulatory obligations

  • Secure communication regarding services

We do not sell, rent, trade, or share personal information with third parties for marketing purposes.

  1. SMS Communications

If you provide your phone number and opt in, you consent to receive informational and service-related text messages from DNA Financial Corp. These may include:

  • Appointment confirmations and reminders

  • Account notifications

  • Document requests

  • Service updates

Message frequency varies. Message and data rates may apply.

You may opt out at any time by replying STOP.
For assistance, reply HELP or contact us at:

support @dnafinancialapp.com

Consent to receive text messages is not a condition of purchasing services.

  1. Data Security

We implement appropriate administrative, technical, and physical safeguards to protect client information from unauthorized access, disclosure, alteration, or destruction.

  1. Third-Party Services

We may use secure third-party service providers to facilitate services. These providers are contractually obligated to maintain the confidentiality of your information.

  1. Contact Information

If you have questions regarding this Privacy Policy, please contact:

DNA Financial Corp.
legal@dnafinancialapp.com