Financially Faithful Tax Advisory
Phone Use Privacy Policy
Effective Date: January 1, 2024
At Financially Faithful Tax Advisory ("we," "our," or "us"), we are committed to protecting the privacy and confidentiality of our clients. This Phone Use Privacy Policy outlines how we handle personal information shared via phone calls, text messages, and voicemail.
1. Information We Collect via Phone
When you contact us by phone or text, we may collect:
- Your name and contact information
- Information related to your tax, financial, or accounting needs
- Voicemail recordings (if applicable)
- Caller ID data and call timestamps
2. Purpose of Collection
We use the information collected through phone communication to:
- Deliver tax advisory and accounting services
- Answer questions and schedule appointments
- Maintain accurate client records
- Provide service updates or important reminders
3. Call and Text Message Recording-
We do not record phone calls unless explicitly stated and with your prior consent.
- Voicemails may be saved for documentation and service follow-up purposes.
4. Confidentiality & Security
We treat all phone communications with the same level of confidentiality as written communication. We take reasonable steps to:
- Restrict access to authorized personnel only
- Use secure systems for text communication whenever possible
- Avoid discussing sensitive data on speakerphone or in non-private environments
5. Use of Text Messaging
We may use text messaging for:
- Appointment confirmations or reminders
- Document request links or portal access
- General updates related to services
We will not ask for sensitive information (e.g., Social Security Numbers or tax documents) through unsecured text messages.
6. Your Rights
You have the right to:
- Opt out of text messaging at any time by replying “STOP”
- Request written summaries of phone conversations
- Choose your preferred method of communication (phone, email, or secure portal)
SMS Terms and Conditions: Upon messaging opt-in, the end user agrees to receive messages from Financially Faithful Tax Advisory regarding account notifications. End users can opt-out by replying STOP or request more information by replying HELP. Message frequency varies. Message and data rates may apply. If you need assistance or have questions about our SMS service, reply with "HELP" to any SMS message you receive, or contact our customer support team at 405-960-2610.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
7. Contact Us
For questions or concerns about this policy or how yourphone information is handled, please contact us:
Financially Faithful Tax Advisory
Email: Parthenia@financiallyfaithful.com
Phone: 405-960-2610
Website: https://www.financiallyfaithful.com