📱 BookSmart Text Messaging Privacy Policy

BookSmart Bookkeeping & Tax (“BookSmart,” “we,” “us,” or “our”) may use SMS/text messaging to communicate with clients and prospective clients for business-related purposes.

What texts are used for

By opting in to receive text messages from BookSmart, you agree to receive messages related to:

• Appointment confirmations and reminders

• Requests for documents or information

• Status updates related to bookkeeping or tax services

• Billing or payment notifications

• General client communication related to your services

We do not send unsolicited marketing texts.

Opting in

You may opt in to receive text messages by:

• Providing your phone number on our website, intake forms, or client portal

• Scheduling an appointment with us

• Communicating with us via text and continuing the conversation

Opting out

You may opt out of text messaging at any time by replying:

• STOP

Once you opt out, you will no longer receive text messages from BookSmart unless you opt back in.

Message frequency

Message frequency varies based on your services and communication needs.

Message and data rates

Message and data rates may apply depending on your mobile carrier and plan.

Privacy and data protection

• Your phone number and text message content are used only for business communication

• We do not sell, share, or distribute your mobile information to third parties for marketing purposes

• Text messages may include sensitive information related to your financial or tax services; please notify us if you prefer communication via email or secure portal instead

Security notice

Text messaging is not a fully secure form of communication. By opting in, you acknowledge and accept the risks associated with SMS communication. We recommend using our secure portal for transmitting sensitive documents whenever possible.

Contact information

If you have questions about this policy or our text messaging practices, you may contact us at:

BookSmart Bookkeeping & Tax
📧 joella@booksmartbyjoella.com

📄 Text Messaging Terms & Conditions

By opting in to receive text messages from BookSmart Bookkeeping & Tax, you agree to the following terms:

• You authorize BookSmart to send you text messages related to your services

• Consent to receive text messages is not required as a condition of purchasing services

• You are responsible for ensuring the phone number you provide is accurate

• BookSmart is not responsible for delayed or undelivered messages due to carrier issues

• You may opt out at any time by replying STOP

• You may request help by replying HELP