SMS Terms & Conditions

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Simonic CPAs, Inc. may send SMS (text) messages to clients regarding appointments, tax return status updates, document requests, account notifications, and other client-service related communications.

Clients may opt in to receive SMS messages from Simonic CPAs, Inc. by:

• Providing their mobile phone number through our website contact form;
• Providing their mobile phone number during client onboarding;
• Signing engagement documents that include consent for electronic communications;
• Registering through our client portal and requesting text communications; or
• Directly requesting SMS communications from our office.

By providing your mobile phone number and consenting to SMS communications, you agree to receive text messages from Simonic CPAs, Inc.

Message frequency varies depending on your interactions with our office, the status of your engagement, document requests, appointments, and tax-related matters.

Message and data rates may apply. Check with your wireless carrier for details regarding your text messaging plan.

You may opt out of receiving SMS messages at any time by replying STOP to any message.

After you send STOP, you will receive a confirmation message and no further SMS messages will be sent unless you provide new consent.

For assistance, reply HELP to any message or contact our office directly at (904) 928-1040.

Your privacy is important to us. Please review our Privacy Policy at:

https://simoniccpa.com/privacy-policy

Consent to receive SMS messages is not a condition of purchasing accounting, tax preparation, bookkeeping, audit, consulting, or other professional services.

SMS consent is not shared with third parties or affiliates for marketing purposes.

Mobile Information & Privacy
We respect your privacy and value your trust. We do not sell, rent, loan, trade, or lease any personal information collected at our website or through our mobile services, including your phone number and SMS consent opt-in data, to any third parties or affiliates for marketing or promotional purposes.  Mobile opt-in data will not be shared.

All mobile phone information and text messaging originator opt-in data is excluded from disclosure to third parties, ensuring your data is not shared for marketing purposes. 

SMS Consent and Call to Action

By providing your mobile phone number to Simonic CPAs, Inc., you agree to receive SMS text messages from us regarding tax preparation services, appointment reminders, document requests, tax return status updates, account notifications, and other client-service communications.

Customers may opt in to receive SMS messages by:

• Providing their mobile phone number during client onboarding and requesting text communications;
• Completing a contact form or appointment request form on our website and consenting to receive text messages;
• Signing an engagement letter, intake form, or other document that includes SMS consent language; or
• Verbally providing consent during a telephone conversation with our office.

Message frequency varies based on client activity and service needs. Message and data rates may apply.

Consent to receive SMS messages is not a condition of purchasing accounting, tax, bookkeeping, audit, or consulting services.

You may opt out at any time by replying STOP to any text message. For assistance, reply HELP or contact our office at (904) 928-1040.

 Customers opt in to receive SMS messages by providing their mobile phone number through our website contact form, client onboarding process, engagement letters, TaxDome portal, or by directly requesting text communications from our office. SMS messages are used exclusively for client service communications, including appointment reminders, tax return status updates, document requests, and account notifications. Customers may opt out at any time by replying STOP. 

Usage of Mobile Data
Your mobile information and consent data are used exclusively to deliver the SMS messages you have requested, such as updates, notifications, and promotional messages.

Data Security
We take reasonable steps to protect your information against unauthorized use or disclosure. We maintain detailed records of opt-ins and consent (dates, times, methods). 

Policy Updates
We may update this policy. Significant changes will be posted on this website prior to the change becoming effective. 

Your Choices
You may opt-out of receiving SMS messages at any time by replying "STOP" to any of our messages.