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Capital Edge Firm

Insurance, Tax and Notary Services in United States.

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contact@capitaledgefirm.com
1700 SW 57th Ave Ste 204, Miami, FL 33155

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Privacy Policy

Effective date: April 25, 2026 | Last updated: April 25, 2026

Table of Contents

Introduction
Scope
Information We Collect
Sensitive Information
How We Collect Information
- Directly from you when you complete forms, upload or provide documents, call us,
- From authorized representatives, family members, employers, business partners, h
- From technology and service providers that help operate our website, CRM, email,
How We Use Information
- Provide quotes, consultations, applications, enrollments, filings, bookkeeping,
- Communicate about inquiries, appointments, documents, deadlines, applications, r
- Verify information, evaluate eligibility, support underwriting, prepare tax or a
- Improve website functionality, service quality, security, fraud prevention, inte
- Send marketing or promotional communications only where permitted by law and, wh
How We Share Information
- Insurance carriers and related parties
- Tax, accounting and financial service providers
- Healthcare and medical billing parties
- Operational service providers
- Legal, safety and compliance recipients
No Sale and No Mobile Marketing Sharing
SMS and Text Messaging Privacy
Tax Return Information
Insurance Information
Medical Billing and HIPAA
Additional Service-Specific Privacy Notices
Cookies, Analytics and Advertising
Data Security
Data Retention
Your Choices and Rights
- Access and correction
- Deletion or restriction
- Email opt-out
- SMS opt-out
Children's Privacy
Third-Party Links and Platforms
Changes to This Policy
Contact Us

Table of Contents

Introduction
Scope
Information We Collect
Sensitive Information
How We Collect Information
- Directly from you when you complete forms, upload or provide documents, call us,
- From authorized representatives, family members, employers, business partners, h
- From technology and service providers that help operate our website, CRM, email,
How We Use Information
- Provide quotes, consultations, applications, enrollments, filings, bookkeeping,
- Communicate about inquiries, appointments, documents, deadlines, applications, r
- Verify information, evaluate eligibility, support underwriting, prepare tax or a
- Improve website functionality, service quality, security, fraud prevention, inte
- Send marketing or promotional communications only where permitted by law and, wh
How We Share Information
- Insurance carriers and related parties
- Tax, accounting and financial service providers
- Healthcare and medical billing parties
- Operational service providers
- Legal, safety and compliance recipients
No Sale and No Mobile Marketing Sharing
SMS and Text Messaging Privacy
Tax Return Information
Insurance Information
Medical Billing and HIPAA
Additional Service-Specific Privacy Notices
- Health insurance
- Property and casualty insurance
- Personal tax preparation and filing
- Business and corporate tax
- Accounting, bookkeeping and payroll
- Business formation and compliance support
- Notary services
- Medical billing and revenue cycle
- Business transfers and legal preservation
- U.S. processing and jurisdiction-specific rights
Cookies, Analytics and Advertising
Data Security
Data Retention
Your Choices and Rights
Children's Privacy
Third-Party Links and Platforms
Changes to This Policy
Contact Us