3. Data Usage & Sharing

As a bookkeeping firm, your privacy is paramount. We handle your mobile data with the same confidentiality as your financial records:

• No Third-Party Sharing: Mobile information and SMS opt-in data will not be shared with third parties or affiliates for marketing or promotional purposes.

• Support Services: Data may only be shared with subcontractors who directly support our messaging service (such as our QuickBooks Online or communication platform providers) to ensure message delivery.

4. Message Frequency & Costs

• Frequency: Message frequency varies based on your service needs (e.g., month-end closing alerts or Tax Preparation Support reminders).

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

• Billing & Service Notifications: By opting in, you agree to receive transactional updates regarding your account status, which may include text alerts regarding mid-month prorating adjustments, seasonal onboarding fees, and data handoff terms upon service transitions.

5. Your Rights: Opt-Out and Help

• To Unsubscribe: You can cancel the SMS service at any time. Simply text "STOP", "END", "CANCEL", "UNSUBSCRIBE", or "QUIT" to (855) 623-6653. After you send this command, we will send you one final SMS to confirm that you have been unsubscribed.

• For Help: If you are experiencing issues with the messaging program, you can reply with the keyword "HELP" or contact us directly at our Support Page.

6. General Terms of Service

Please find our comprehensive policy documentation below for full details on your account administration:

• Our website Terms of Service

• Our Privacy Policy

• Our comprehensive Cancellation Policy (For complete details regarding mid-month prorating, seasonal onboarding fees, and data handoff terms)