SMS messaging is not required for any services provided by Sanchez CPA PLLC. You must message us first to “Opt-In” and begin using SMS messaging with Sanchez CPA PLLC.
Privacy Policy
This privacy policy describes the ways in which your personal data collected and used.
- Purpose of Data Collection: In order to provide accurate accounting and tax return preparation services we must obtain persona data from clients.
- Type of Information Collected: Personally Identifiable Information (PII), such as, legal name, contact information, as well as annual tax forms issued, access to accounting records, and additional related financial information.
- Method of Information Collection: Please register and provide all information securely through our secure portal located on our home page or accessed directly here https://sanchez.taxdome.com/login.
- Data Security Measures:
- We follow all data security guidelines outlined by the American Institue of Certified Public Accountants (AICPA).
- We use multi-factor authentication for accessing all software and storage spaces containing client information.
- We use anti-virus software and firewalls.
- All employees undergo data security training and must accept the guidelines in our firm Information Security Plan.
- PII and all other client information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems and are required to keep the information confidential.
- Third-party disclosure:
- We do not sell, trade, or otherwise transfer to outside parties your PII or other information unless we provide users with advance notice.
- Mobile Opt-In, SMS consent and phone numbers collected for SMS communication purposes will not be shared with third parties and affiliates for marketing purposes.
- User Rights: You may remove or delete your personal information from your client portal at any time you choose.
- Please contact us directly at 945-262-7908 to address any inquiries or concerns regarding this privacy policy or request a copy of our Information Security Plan.
Terms of Service for SMS Communications
SMS Terms & Conditions
1- SMS Consent Communication: The information Phone Numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2- Types of SMS Communications: If you have consented to receive text messages from Sanchez CPA PLLC, you may receive messages related to the following:
- Tax preparation service updates
- Follow-up messages
3- Message Frequency: Message frequency may vary depending on the type of communication. For example, you may receive up to 1 to 5 SMS messages per week related to your tax preparation services.
4- Potential Fees for SMS Messaging: Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5- Opt-In Method: You may opt-in to receive SMS messages from Sanchez CPA PLLC in the following ways: By messaging us first.
6- Opt-Out Method: You can opt out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
7- Help: If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://www.sanchez.cpa/contact/
8- Standard Messaging Disclosures: Message and data rates may apply. You can opt out at any time by texting “STOP.” For assistance, text “HELP” or visit our SMS Privacy Policy and Terms and Conditions page. Message frequency may vary.