Privacy Policy

Effective Date: September 9, 2026
Last Updated: September 9, 2026

Corporate Client Services LLC ("CCS," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit corpclientservices.com, submit a form, call us, text us, or otherwise interact with our services.

By using our website or submitting information to us, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our website or services.

1. Information We Collect

Information You Provide Directly

  • Contact information: name, email address, mailing address, telephone number
  • Business information: business name, business address, industry, time in business, business revenue
  • Financial information: outstanding debt balances, merchant cash advance (MCA) details, monthly payment obligations, bank account information you provide during consultation
  • Communications: the content of emails, SMS/text messages, chat sessions, and phone calls with us (calls may be recorded for quality and compliance purposes)
  • Account credentials: if you create a client portal account

Information Collected Automatically

  • Device and browser data: IP address, browser type, operating system, device identifiers, referring URLs
  • Usage data: pages visited, time on page, clicks, form interactions, session duration
  • Cookies and similar technologies: we and our service providers use cookies, pixels, web beacons, and local storage to operate the site, remember preferences, measure performance, and support marketing (see Section 6)

Information From Third Parties

  • Advertising partners: Meta (Facebook/Instagram), Google, TikTok, and other ad platforms may share information about your interactions with our ads
  • Lead providers: if you were referred to us by an affiliated marketing partner, we may receive the information you provided to them
  • Credit and financial data services: where you authorize us to review your business finances
  • Public sources: business filings, court records related to your MCA obligations

2. How We Use Your Information

We use the information we collect to:

  • Evaluate your eligibility for merchant cash advance debt restructuring, consolidation, or settlement services
  • Contact you by phone, SMS/text, or email regarding your inquiry, consultation, or active file
  • Provide, personalize, and improve our services
  • Send you service updates, appointment reminders, and case status notifications
  • Send marketing communications (only where you have opted in — see Section 4)
  • Comply with applicable laws, respond to lawful requests, and enforce our Terms of Service
  • Detect, prevent, and address fraud, security incidents, and technical issues
  • Analyze site performance and improve marketing effectiveness

3. Legal Basis for Processing

Where required by law, we process personal information based on: your consent; the necessity of processing to enter into or perform a contract with you; compliance with a legal obligation; or our legitimate business interests in operating and improving our services, provided those interests are not overridden by your rights.

4. SMS and Phone Communications Consent

By providing your telephone number and checking the applicable consent box on any form on our website (or verbally consenting during a call), you expressly consent to receive calls and SMS/text messages from Corporate Client Services LLC, including messages sent using automated technology, for the purposes described at the point of collection.

Message frequency varies. Message and data rates may apply. Consent is not a condition of purchase. You may opt out of SMS at any time by replying STOP to any text message; reply HELP for help. You may opt out of marketing calls by requesting to be added to our internal Do Not Call list during any call or by emailing [email protected].

SMS opt-in data is never shared with third parties or affiliates for marketing purposes.

5. How We Share Your Information

We share personal information only as described below. We do not sell your personal information as "sale" is defined under most U.S. state privacy laws.

  • Service providers: hosting, CRM (GoHighLevel), analytics (Google Analytics, Meta Pixel), email delivery, SMS delivery, telephony, payment processing, e-signature, document storage — all bound by contractual confidentiality and data-use restrictions
  • Professional advisors: attorneys, accountants, and consultants working on your file
  • Financial counterparties: your MCA funders, banks, and creditors, only as necessary to negotiate or execute a resolution on your behalf
  • Legal and regulatory: government authorities, courts, and law enforcement when required by law, subpoena, or to protect our rights, property, or safety
  • Business transfers: in connection with a merger, acquisition, financing, or sale of assets, personal information may be transferred subject to this Privacy Policy
  • With your direction or consent: any other party you authorize

6. Cookies and Tracking Technologies

We and our service providers use cookies and similar technologies to:

  • Operate the site (essential cookies)
  • Remember your preferences
  • Measure site traffic and performance
  • Deliver and measure advertising, including retargeting on Meta, Google, and other platforms

You can control cookies through your browser settings. Blocking essential cookies may impair site functionality. You can opt out of Google Analytics via the Google Analytics Opt-out Browser Add-on and out of interest-based advertising through the DAA WebChoices tool or the NAI opt-out tool.

7. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes described in this Policy, comply with our legal, tax, accounting, and reporting obligations, resolve disputes, and enforce our agreements. Retention periods vary by data type and are documented in our internal retention schedule. When no longer needed, personal information is deleted or de-identified.

8. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, and destruction. Safeguards include encryption in transit (TLS), access controls, and vendor security due diligence. No system is 100% secure, however, and we cannot guarantee the security of information transmitted to us.

9. Your Rights

California Residents (CCPA/CPRA)

If you are a California resident, you have the right to:

  • Know what personal information we collect, use, disclose, and share
  • Access or receive a copy of your personal information
  • Request correction of inaccurate personal information
  • Request deletion of your personal information (subject to legal exceptions)
  • Opt out of the sale or sharing of personal information for cross-context behavioral advertising
  • Limit the use of sensitive personal information
  • Not be discriminated against for exercising your rights

Submit requests to [email protected] or (800) 790-4227. We will verify your identity before responding. You may designate an authorized agent to submit requests on your behalf.

Other U.S. State Residents

Residents of Virginia, Colorado, Connecticut, Utah, Texas, Oregon, Montana, and other states with comprehensive privacy laws have similar rights. Submit requests to [email protected].

EU/UK/EEA Residents (GDPR/UK GDPR)

If you are located in the EU, UK, or EEA, you have the right to access, rectify, erase, restrict, or object to processing of your personal data, as well as the right to data portability. You may lodge a complaint with your local supervisory authority.

10. Children's Privacy

Our services are directed to business owners and other adults age 18 or older. We do not knowingly collect personal information from children under 18. If we learn we have collected such information, we will delete it. Parents and guardians who believe their child has provided us information may contact us at [email protected].

11. Third-Party Links

Our website may contain links to third-party sites we do not operate. This Privacy Policy does not apply to those sites. We are not responsible for their content or privacy practices. We encourage you to review the privacy policy of every site you visit.

12. International Data Transfers

Corporate Client Services LLC is headquartered in the United States. If you access our services from outside the U.S., your information will be transferred to, stored, and processed in the U.S., which may have different data protection laws than your jurisdiction.

13. Do Not Track

Because there is no industry standard for responding to "Do Not Track" browser signals, we currently do not respond to them.

14. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last Updated" date at the top of this page reflects the most recent revision. Material changes will be highlighted on this page. Your continued use of our website or services after changes take effect constitutes acceptance of the updated policy.

15. Contact Us

For questions or concerns about this Privacy Policy, our data practices, or to exercise your rights, contact us at:

Corporate Client Services LLC
Attn: Privacy Officer
Email: [email protected]
Phone: (800) 790-4227
Website: corpclientservices.com


This Privacy Policy is provided for informational purposes and does not constitute legal advice. Corporate Client Services LLC recommends consulting qualified legal counsel regarding your specific privacy compliance obligations.

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