SMS Terms of Service

 

BWS Tax & Advisory

Effective Date: November 3, 2026

 

SMS Messaging Program

 

BWS Tax & Advisory offers optional SMS text messaging to communicate with clients regarding tax preparation, accounting, and advisory services.

Messages may include appointment coordination, responses to client inquiries, document requests, engagement updates, and notifications regarding information available through our secure client portal.

Our SMS messaging program is intended for client service communications, not marketing or promotional messages.

 

Consent to Receive Messages

 

You agree to receive information messages (appointment reminders, account notifications, etc.) from BWS & Associates LLP. Message frequency varies. Message and data rates may apply. For help, reply HELP or email us at [email protected]. You can opt out at any time by replying STOP.

 

Message Frequency and Charges

 

Message frequency varies depending on client needs and ongoing communications.

Message and data rates may apply according to your mobile carrier's plan.

 

Opting Out

 

You may opt out of SMS communications at any time by replying STOP to a message from BWS Tax & Advisory.

After opting out, you may receive a final confirmation message. No further SMS messages will be sent unless you provide renewed consent.

 

Assistance

 

For assistance with SMS communications, reply HELP to a message from BWS Tax & Advisory or contact us through our website at https://bwstax.com.

 

Privacy and Confidentiality

 

We respect client confidentiality. SMS is not recommended for transmitting sensitive tax documents, Social Security numbers, or confidential financial information.

Please use our secure client portal for sensitive documents.

We do not sell or share SMS opt-in information or mobile phone numbers with third parties for marketing purposes.

For additional information, please review our Privacy Policy, available on our website.

 

Delivery and Availability

 

Message delivery is subject to mobile carrier availability and is not guaranteed. BWS Tax & Advisory is not responsible for delays or failures in message delivery caused by mobile carriers or telecommunications providers.

 

Changes to These Terms

 

We may update these SMS Terms of Service periodically. Changes will be posted on this page with an updated effective date.

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