SMS Messaging Privacy Policy 

Integrated Accounting & Tax LLC 

Effective Date: January 1, 2025 

1. Overview 

This SMS Messaging Privacy Policy explains how Integrated Accounting & Tax LLC (“we,” “us,” or “our”) collects, uses, and protects your information when you receive SMS (text) messages from us. This policy is designed to ensure compliance with applicable laws and regulations, including A2P 10DLC requirements set by U.S. carriers and the Telephone Consumer Protection Act (TCPA). 

2. Use of SMS Messaging 

We may send SMS messages for the following purposes: 

● Appointment confirmations and reminders 

● Tax return status updates 

● Document requests or notifications 

● Important deadlines or compliance alerts 

● Occasional firm updates during tax season 

You will only receive SMS messages if you have opted in to receive them through our website, service agreement, intake forms, or other authorized channels. 

3. Opt-In Consent 

By providing your mobile number and opting in to receive SMS messages, you consent to receive text messages from [Your Tax Firm Name]. Message frequency will vary depending on your level of engagement with our services. 

Message and data rates may apply.

4. Opt-Out 

You may opt out of receiving SMS messages at any time by replying: 

● “STOP” to unsubscribe 

● “HELP” for assistance or contact info 

Once you opt out, you will no longer receive SMS communications unless you opt in again. 

5. Data Collection and Use 

We collect and store your phone number and messaging history only for communication and compliance purposes. We do not sell, rent, or share your mobile number with third parties for marketing purposes. 

Your data is handled in accordance with our full privacy policy and applicable data protection laws. 

6. Data Security 

We implement reasonable physical, electronic, and administrative safeguards to protect your SMS data. We work with reputable SMS providers who comply with 10DLC registration, vetting, and carrier guidelines. 

7. Third-Party SMS Providers 

Our SMS messaging may be powered by third-party platforms (e.g., Twilio, RingCentral, or similar) that are fully registered under the 10DLC program. These providers are contractually obligated to maintain the confidentiality and security of your data. 

8. Policy Updates 

We may update this policy from time to time. Changes will be posted on our website with the updated effective date.

9. Contact Us 

If you have questions about this SMS Privacy Policy or our practices, please contact: 

Integrated Accounting & Tax LLC 

info@integratedtax.com 

+1 (952) 855-4520 

16180 Hastings Ave SE Ste 302, Prior Lake, MN 55372