August 8, 2024

SMS Privacy Policy

WATERFORD TAX GROUP SMS PRIVACY POLICY
Version 1.0 Effective Date: AUGUST 1, 2024

At Waterford Tax Group, we value your privacy and make every effort to respect your wishes and personal information. In line with this commitment, we have established the following policy for the use of our SMS marketing service. Please read it carefully to understand how we collect, use, and manage your phone numbers.

DISCLOSURE OF INFORMATION
Waterford Tax Group may not use or disclose the information provided by you except under the following circumstances:

– as necessary to provide services or products you have requested;

– in other ways described in this Policy or to which you have otherwise consented;
in the aggregate with other information in such a way so that your identity cannot reasonably be determined;

– as required by law, or in response to a subpoena or search warrant;

– to outside auditors who have agreed to keep the information confidential;
as necessary to enforce the Terms of Service;

– as necessary to maintain, safeguard and preserve all the rights and property of Waterford Tax Group.

– SMS Consent will not be shared, sold or disclosed with any third party or any other individual.

COLLECTION OF PHONE NUMBERS
We collect your phone numbers only when you voluntarily provide them to us, for example, during transactions, inquiries, or when you sign up for our professional services. You can opt in to receive these SMS messages during your onboarding process as a client of our firm.

USE OF PHONE NUMBERS FOR SMS
Your phone numbers are primarily used to provide you with personalized services, updates, and informational requests. These text messages may relate to our services or other information or updates that we think may interest you. SMS messaging charges may be applied by your carrier.

OPTING OUT OF MARKETING MESSAGES
If at any time you wish to stop receiving SMS Messages from us, you can opt out by

-Texting STOP to opt-out

-Texting UNSUBSCRIBE to opt-out

-Texting CANCEL to opt-out

-Texting QUIT to opt-out

Please note that the opt-out process may take up to 10 business days to become effective. During this period, you may still receive some messages.

PRIVACY OF PHONE NUMBERS
Once you have opted out, we will not send you any more SMS messages, nor will we sell or transfer your phone number to another party.

CHANGES TO THIS POLICY
We may periodically update this policy. We will notify you about significant changes in the way we treat your information by placing a prominent notice on our site.

We thank you for your understanding and cooperation. If you have any questions or concerns about this policy, please feel free to contact us at (615) 507-1500.