Elizabeth Bartlett, CPA Privacy Policy For Text Message Communications

 

Effective Date: 03/13/2025

At Elizabeth Bartlett, CPA, we value the privacy and confidentiality of our clients and are committed to safeguarding your personal information. This Privacy Policy outlines how we collect, use, and protect your information when you interact with us via text messaging.

1. Information We Collect

When you communicate with us via text messaging, we may collect the following types of personal information:

  • Personal Identification Information: This may include your name, phone number, email address, and other contact details.

  • Message Content: Any text or multimedia content you send or receive during our communication.

  • Account Information: Information related to your financial accounts, tax filings, or other services provided by our firm.

2. How We Use Your Information

We use your information to:

  • Respond to inquiries or messages sent to us via text.

  • Provide accounting, tax, and financial advisory services.

  • Send appointment reminders, updates, and other business-related communications.

  • Improve the quality and efficiency of our client communications.

  • Comply with legal and regulatory obligations.

3. Sharing of Information

We do not share your personal information with third parties except in the following cases:

  • Service Providers: We may share information with third-party service providers (such as RingCentral) to facilitate communications. These providers are required to maintain the confidentiality of your information and use it only to provide the services we request.

  • Legal Compliance: We may disclose your information if required by law or to comply with legal obligations, such as a subpoena, court order, or other governmental requests.

4. How We Protect Your Information

We implement industry-standard security measures to protect your personal and financial information from unauthorized access, disclosure, alteration, and destruction. This includes encryption of messages, secure servers, and strict access controls.

However, please note that no communication system can be completely secure. While we take reasonable measures to protect your information, we cannot guarantee absolute security.

5. Opting Out of Text Messaging

You have the option to opt out of receiving text messages from us at any time. To do so, simply reply with "STOP" to any text message you receive, or contact us directly at 843-471-1132. Please note that opting out may affect our ability to communicate with you effectively regarding your account or services.

6. Retention of Data

We retain text message communications for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements. After this period, we will securely delete or anonymize the data where possible.

7. Your Rights

You have the right to:

  • Access, correct, or delete the personal information we hold about you.

  • Request that we limit the processing of your personal information.

  • Object to the processing of your personal data.

To exercise these rights, please contact us at 843-471-1132.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any significant changes by updating the "Effective Date" at the top of this page and, when appropriate, by providing direct notice.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at:

Elizabeth Bartlett, CPA
295 Seven Farms Drive Ste. C-278

Charleston, SC 29492
ENBARTLETT@CPA-DI.COM
843.471.1132