Terms & Conditions

1. SMS Consent Communication

The information (number) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2. Types of SMS Communications

If you have consented to receive text messages from CAO Consults PLLC, you may receive messages related to the following (provide specific examples):

  • Appointment reminders
  • Follow-up messages
  • Document request

Examples:

 “Hi there, please upload tax documents using the Liscio secure messaging application. Reply STOP to opt out of SMS messaging at any time.”

“This is a reminder we have a Zoom call at 1:00 PM today. Reply STOP to opt out of SMS messaging at any time.”

3. Message Frequency

Message frequency may vary depending on the type of communication. For example, you may receive up to three SMS messages per week related to a tax filing deadline.

Example:

"Message frequency may vary. You may receive up to 3 SMS messages per week regarding compliance with a tax filing deadline."

4. Potential Fees for SMS Messaging

Please note that standard message and data rates may apply, depending on your carrier's pricing plan. These fees may vary if the message is sent domestically or internationally.

5. Opt-In Method

You may opt-in to receive SMS messages from CAO Consults PLLC in the following ways:

  • Verbally, during a conversation
  • By consenting in an email message exchange
  • By submitting an online form

6. Opt-Out Method

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7. Help

If you are experiencing any issues, you can reply with the HELP. Or email carolyn@caoconsults.com

8. Standard Messaging Disclosures

  • Message and data rates may apply.
  • You can opt-out at any time by texting "STOP."
  • For assistance, text "HELP" or visit our Privacy Policy and Terms and Conditions pages.
  • Message frequency may vary.