SMS Privacy Policy

Last updated: April 6, 2026

Overview

This SMS Privacy Policy applies to text messages sent by tax professionals ("tax offices") who use the TaxPulse platform to communicate with their clients ("Subscribers"). TaxPulse provides the technology infrastructure that enables tax offices to send appointment reminders, document requests, return status updates, and filing updates to Subscribers who have opted in to receive SMS communication.

Information We Collect

When you opt in to receive SMS messages from a tax office, we collect:

  • Your mobile phone number
  • Your name (if provided)
  • Your opt-in consent and timestamp
  • Message delivery status and timestamps

How We Use Your Information

Your mobile phone number and related information are used solely for:

  • Sending SMS messages you have opted in to receive from your tax office
  • Processing opt-out requests (STOP)
  • Responding to help requests (HELP)
  • Maintaining records of consent for regulatory compliance

No Sharing of Mobile Information

Mobile information will not be sold, rented, or shared with third parties for promotional or marketing purposes.

Your phone number and SMS data are only accessible to the tax office you opted in with and the TaxPulse platform for the purpose of delivering messages. We do not share your mobile information with any third-party advertisers, data brokers, or marketing companies.

Message Frequency

Message frequency varies based on your interactions with your tax office. You may receive messages related to appointment reminders, document requests, return status, and filing updates. Message and data rates may apply depending on your mobile carrier and plan.

Opting Out

You may opt out of SMS messages at any time by replying STOP to any message you receive. You will receive a confirmation message and will no longer receive SMS messages from that tax office. You may opt back in at any time by replying START.

Getting Help

For help with SMS messages, reply HELP to any message. You will receive instructions on how to contact your tax office directly and how to opt out.

Data Security

We implement industry-standard security measures to protect your mobile information, including encryption in transit and at rest. Access to subscriber data is restricted to authorized personnel only.

Data Retention

We retain your mobile number and opt-in records for as long as you are an active subscriber or as required by law. Upon opting out, your active subscription is terminated, but consent records may be retained for compliance purposes.

Children's Privacy

Our SMS services are not intended for individuals under 18 years of age. We do not knowingly collect mobile information from minors.

Changes to This Policy

We may update this policy from time to time. Changes will be posted on this page with an updated "Last updated" date.

Contact

For questions about this SMS Privacy Policy, contact us at support@taxpulse.biz