Privacy Policy

We could not provide the service we do without collecting some information from our users. This document sets forth how we collect, protect, and manage that information. In this agreement, “We,” “Us,” “Pro-Forma”, or the “Company” means Pro Forma Holdings, LLC, a Texas limited liability company. “You” or “User” means anyone who accesses the Pro-Forma websites or becomes a registered user of the Pro-Forma services or products.

Information We Collect
  1. Internet. We may collect information about your computer’s Internet address, your e-mail address, and the software you are using to access the site. We may also place certain files called “cookies” on your computer to allow our site to work more efficiently for you.
  2. Personal. For our services to operate effectively, we need information about your name, your business, your address, and other characteristics.
  3. Correspondence. E-mails or letters from you or about you, or comments from you or about you on our website, may be collected and kept in an electronic and/or paper file.
  4. Third Parties. E-mails or e-mail addresses of third parties (non-clients) which may appear on our Web site in “refer a friend” postings or otherwise may be collected and kept in an electronic and/or paper file.
What We Do With the Information
  1. Internet. This information is used solely by our website and software.
  2. Personal. Personal information about our clients is used for site analysis, our own marketing, information, targeted advertising, and customization of our website. It may also be used for solving problems, resolving disputes, and enforcing our user agreement.
  3. Correspondence. Correspondence will only be accessed by authorized employees of Pro Forma Holdings, LLC, will be kept confidential, and will not be disclosed to any third party.
  4. Third Party Information (“Tell-A-Friend”). If you choose to use our referral service to tell a friend about our site, we will ask you for your friend’s name and e-mail address. We will automatically send your friend a one-time e-mail inviting him or her to visit the site. Pro-Forma stores this information for the sole purpose of sending this one-time e-mail and tracking the success of our referral program. Your friend may contact us using the Opt-Out instructions below to request that we remove this information from our database.
Disclosure of Your Information
  1.  Internet. This information is not disclosed to any third party.
  2. Personal and Correspondence. Information you provide us is only disclosed to other clients of Pro-Forma with your express permission. We do NOT disclose your personal information to any third party or parties. The only information we disclose to advertisers and marketers are aggregate statistics, without any individual personal or financial information included. For legal purposes, however, we must reserve the right to disclose your personal information or correspondence as may be required by law, and when our counsel informs us that disclosure is needed to comply with a court order or subpoena served on us, or to protect our rights in a legal proceeding.
  3. On Website. We post customer testimonials on our website which may contain personally identifiable information such as the customer’s first name and potentially business name and logo. We do obtain the customer’s consent prior to posting the testimonial to post their name along with their testimonial. If you want to remove your personal information that is being displayed on our Web site under public pages see the Opt-Out instructions below. (We will provide the address in a scripting language to discourage harvesting of the address by spam bots.) If you use a bulletin board, blog, or chat room on our website, you should be aware that any personally identifiable information you submit there can be read, collected, or used by other users of these forums, and could be used to send you unsolicited messages. We are not responsible for the personally identifiable information you choose to submit in these forums.
Your Responsibilities
  1.  Information About Other Clients. You are not allowed to use any Pro-Forma client information for marketing, advertising, promotion, spam, harassment, or threats of any kind. If any member violates this policy or violates the Terms of Use in any other way, Pro-Forma reserves the right to terminate his or her services.
  2. Your Member Name and Password. It is your responsibility to keep your Pro-Forma client name and password confidential, and not disclose this information to any third party. If anyone else obtains your member name and password, they will be able to alter your information and charge items to your account, and Pro-Forma cannot be held responsible for such actions. It is, therefore, important for your member name and password to be secure. If you have any reason to believe your password may have been compromised, notify us immediately and change your password. It is a good idea to change your password from time to time.
  3. Reviewing and Changing Your Information. As soon as you have registered as a client of Pro-Forma, you can review and update some of the personal information you provide to the site, including your e-mail address, your mailing address, your password, and the personal information in your profile. You should update your information immediately if it changes to keep it current. Any changes should be communicated to Pro-Forma in one of the following ways:
    • By modifying or deleting your client profile information on Pro-Forma directly;
    • By e-mailing a request to; or
    • By mailing a request to our Customer Service Department at Pro Forma Holdings, LLC, 550 Reserve St, Suite 190, Southlake, TX 76092, USA
Third Parties

This privacy policy only relates to our use and disclosure of your information. If you provide personal information to other clients of Pro-Forma or other Web sites, it is not subject to this policy and may not be protected. Pro-Forma works with other companies to serve ads on our site, which may place cookies on your computer or use other technologies to make their ads more effective and targeted. Pro-Forma does not disclose any of your personally identifiable information to third parties.


Pro-Forma employs security procedures and policies to protect your information and to prevent the distribution, misuse, or alteration of the data we retain. We protect our servers with industry standard firewalls and hacking prevention tools, and continually monitor and work to prevent intrusions. No one on the Internet can guarantee absolute and perfect security, but Pro-Forma will consistently use its best efforts to keep your information secure. When you enter sensitive information (such as credit card number and/or Social Security number) on our registration or order forms, we encrypt that information using Secure Socket Layer technology (SSL).

Changes in this Privacy Statement
  1. If we decide to change our privacy policy, we will post those changes to this Privacy Policy, the home page of our Web site, and other places we deem appropriate so that you are aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it.
  2. We reserve the right to modify this privacy statement at any time, so please review it frequently. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our home page.
  3. Effective Date of this policy: June 1, 2023.
Contact Information

To contact the site regarding this privacy policy please email us at

Mailing Address:
Pro-Forma Holdings, LLC
550 Reserve St, Suite 190
Southlake, TX 76092

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