Privacy Policy & Terms

By using SMS for Teams, you agree to receive SMS communications related to appointments, tax updates, account activity, and client coordination. Message frequency may vary, and standard carrier rates may apply. We collect and use your information solely to provide, improve, and secure our services and do not sell personal data. You may opt out anytime by replying STOP. Use of our platform must comply with applicable laws and professional standards. Our services support tax advisory operations but do not constitute legal or tax advice without a formal engagement agreement.