SMS Consent Disclosures

Model & Ledger, LLC

Welcome to Model & Ledger! We’re excited to connect with you.

By texting us, you consent to receive text messages from Model & Ledger, LLC. The following information applies specifically to our SMS text messaging communication:

  • Purpose of Texting: If you consent, we may use text messages to share updates about your meetings, services, and other business communications. This could include reminders, information, or responses to any questions you may have.

  • Message and Data Rates: Standard message and data rates from your mobile carrier may apply to any text messages you receive from us.

  • Opt-In Process: Consent to receive text messages is obtained when you text us directly. You may opt out at any time.

  • Opt-Out Information: If you no longer wish to receive text messages from us, you can reply with the word "STOP" to opt-out. If you need further help or have any questions, reply "HELP" to receive more information about our SMS services.

  • Message Frequency: The frequency of text messages may vary based on your preferences and interactions with Model & Ledger. We aim to send messages when helpful, such as for reminders or updates related to your services or appointments.

  • Privacy and Confidentiality: Please refer to our Privacy Policy for additional details about the information collected and used as part of our SMS communication. We strongly advise against sending sensitive or confidential information via text.

We look forward to staying connected with you via text! If you have any concerns or questions about our text messaging correspondence, don’t hesitate to reach out.

Privacy Policy

Model & Ledger, LLC

Effective Date: January 16, 2025

At Model & Ledger, LLC, we prioritize your privacy and take steps to protect your personal information. This policy explains how we handle your information specifically when you communicate with us via SMS text messaging.

Information We Collect
When you text us, we may collect basic contact information, such as your name or phone number to facilitate communication and provide relevant updates regarding meetings, services, or any other matters we discuss.

At Model & Ledger, LLC, we do not request, require, or encourage the sharing of sensitive or confidential information through text messaging. We strongly advise against sending such information via text. However, some clients may choose to send sensitive or confidential information via text of their own volition. If this occurs, we will process the information as part of your business with us. We highly recommend using more secure methods for sharing such information to protect your privacy.

How We Use Your Information
We use the information we collect through text messages to communicate with you about your meetings, services, or other matters. We do not share or sell your personal information to third parties for marketing purposes. However, we may use third-party services, such as our client portal or tax software, to manage your account and provide services.

Data Protection and Privacy
We take steps to protect your information from unauthorized access or disclosure. However, text messaging is not a secure communication channel, and we strongly advise against sending sensitive or confidential information via text.

Your Rights
You can opt out of receiving text messages from us at any time by replying “STOP” to any message we send. If you need assistance or more information, reply “HELP.”

Changes to This Policy
We may update this privacy policy from time to time. Any changes will be posted on this page, and you are encouraged to review it regularly.

Contact Us
If you have any questions or concerns regarding this privacy policy or how your information is handled, please contact us at 970-642-5566 or miranda@modelcpa.com.