These SMS Terms & Conditions govern text message communications between Krey CPA PLLC and its clients. By voluntarily providing your mobile phone number and consenting to receive SMS communications, you agree to these SMS Terms & Conditions.

(1) Purpose of SMS Communications

Krey CPA PLLC uses SMS messaging to communicate with clients regarding professional services, appointments, engagements, and related administrative matters.

SMS communications are intended solely to facilitate ongoing client engagements and requested professional services.

SMS messaging is not used for marketing or promotional purposes.

(2) Consent to Receive SMS Communications

Krey CPA PLLC obtains client consent before sending SMS communications.

During the onboarding or engagement process, clients may voluntarily provide their mobile phone number and consent to receive text messages related to their requested professional services. Consent may be documented through one or more written methods during the onboarding or engagement process, including:

• A signed SMS Communication Authorization form

• An onboarding questionnaire containing SMS consent language

• A signed engagement agreement containing SMS consent language

• Another written or electronically signed document authorizing SMS communications

Consent to receive SMS communications is not a condition of receiving professional services.

(3) Types of Messages

SMS communications from Krey CPA PLLC may include:

• Appointment reminders

• Meeting scheduling or scheduling changes

• Requests for documents or additional information

• Tax, accounting, bookkeeping, or payroll engagement updates

• Secure client portal notifications

• Secure authorization PINs or verification codes required to complete IRS authorizations, electronic tax filings, or other requested professional services

• Deadline reminders

• Other administrative communications related to requested professional services

(4) Message Frequency

Messaging frequency may vary depending on the services requested and the client’s engagement with Krey CPA PLLC.

(5) Message and Data Rates

Message and data rates may apply depending on the client’s wireless carrier and mobile service plan.

(6) Opting Out

Clients may opt out of SMS communications at any time by replying STOP to any text message from Krey CPA PLLC.

After a client opts out, Krey CPA PLLC will not send additional SMS communications unless the client subsequently provides new consent or opts back in through an available method.

(7) Help and Support

Reply HELP for assistance.

Clients may also contact Krey CPA PLLC directly:

Phone: 480-636-6376
Email: service@kreycpa.com

(8) Privacy

Krey CPA PLLC uses mobile phone numbers and SMS consent information solely to communicate with clients regarding the professional services they have requested.

Mobile phone numbers and SMS consent information are not shared with third parties or affiliates for marketing or promotional purposes.

For additional information about how Krey CPA PLLC collects, uses, protects, and shares personal information, please review the Krey CPA PLLC Privacy Policy.

(9) Sample SMS Communications

Examples of messages clients may receive include:

Sample A (Business Message): Krey CPA PLLC: This is a reminder that your tax appointment is scheduled for Tuesday at 2:00 PM. Messaging frequency may vary. Message and data rates may apply. Reply HELP for assistance or STOP to opt out. Please visit our website to review our Privacy Policy and SMS Terms & Conditions.

Sample B (Business Message): Krey CPA PLLC: Thank you for your submission. We have received your tax documents and have begun preparing your return. Messaging frequency may vary. Message and data rates may apply. Reply HELP for assistance or STOP to opt out. Please visit our website to review our Privacy Policy and SMS Terms & Conditions.

Sample C (Business Message): Krey CPA PLLC: Your tax return is ready for review in your secure client portal. Messaging frequency may vary. Message and data rates may apply. Reply HELP for assistance or STOP to opt out. Please visit our website to review our Privacy Policy and SMS Terms & Conditions.

Sample D (Opt-In Message): Krey CPA PLLC: Thank you for opting in to receive SMS communications regarding the professional services you have requested, including tax, accounting, bookkeeping, and payroll services. Messaging frequency may vary. Message and data rates may apply. Reply HELP for assistance or STOP to opt out. Please visit our website to review our Privacy Policy and SMS Terms & Conditions.

Sample E (Opt-Out Message): Krey CPA PLLC: You have successfully opted out of SMS communications and will no longer receive text messages from Krey CPA PLLC. To opt back in at any time, reply START or contact our office.

Sample F (HELP Message): Krey CPA PLLC: Thank you for contacting Krey CPA PLLC. For assistance, call 480-636-6376, email service@kreycpa.com, or visit https://www.kreycpa.com. Please visit our website to review our Privacy Policy and SMS Terms & Conditions.

(10) Changes to These Terms

Krey CPA PLLC may update these SMS Terms & Conditions periodically. Revised terms will be posted on this webpage and will become effective upon publication.

(11) Contact Information

Krey CPA PLLC
Phone: 480-636-6376
Email: service@kreycpa.com