Privacy Policy
Last updated November 10, 2026
Moss & Company, LLC ("Moss & Co.," "we," "us," "our") respects your privacy. This policy explains what information we collect through our website and client communications, how we use it, and the choices you have.
Information We Collect
Contact details you give us, like your name, email address, phone number and company, when you fill out a form, email us or book a call
Anything you share with us when you reach out
Basic website data, like browser type, pages visited and general location, collected through cookies and analytics tools
For clients who opt in to texting, your phone number and your consent to receive SMS messages
How We Use It
To respond to inquiries and schedule conversations
To provide and manage our services
To send client communications, including texts if you've opted in
To understand how people use our website so we can improve it
To meet our legal and accounting obligations
Information you share as part of a client engagement is also covered by your engagement agreement with us.
How We Share It
We don't sell your personal information. We share it only with service providers who help us run the business (like website hosting, email, scheduling and accounting software), when the law requires it, or with your permission.
Text Messaging
Customer data is not shared with 3rd parties for promotional or marketing purposes.
Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing mentioned elsewhere in this policy excludes mobile opt-in data.
Messaging Program Terms and Conditions
We use text messaging for client service only, such as scheduling, reminders, document requests and answering questions. We do not send cold outreach or marketing texts. Messages will be sent from (317) 854-5220.
You can cancel the SMS service at any time. Just text 'STOP' to the number you received messages from. We'll send one message confirming you've been unsubscribed, and after that you won't receive SMS messages from us. To opt back in, just let us know.
If you're having issues with the messaging program, reply HELP for assistance, or contact us at hello@mossnc.com.
Carriers are not liable for delayed or undelivered messages.
Message and data rates may apply for any messages sent to you from us and to us from you. Message frequency varies based on client needs. If you have questions about your text or data plan, contact your wireless provider.
If you have any questions about privacy, please read the rest of this policy or contact us at hello@mossnc.com.
Cookies
Our website uses cookies and similar tools to keep it running and to understand how visitors use it. You can turn off or limit cookies in your browser settings.
Keeping Your Information Safe
We take reasonable steps to protect your information. No method of storing or sending data is 100% secure, but we take it seriously.
Your Choices
You can ask us to access, update or delete your personal information at any time by emailing hello@mossnc.com. You can unsubscribe from emails with the link in the message, and you can stop texts by replying STOP.
Changes to This Policy
We may update this policy from time to time. When we do, we'll change the date at the top of this page.
Contact Us
Questions? Reach us at hello@mossnc.com.