• Personal Identification Information:
  • Includes your name, address, email address, phone number, and other contact details used to communicate with you about our services.
• Phone Numbers:
  • Collected specifically to send service-related updates, notifications, appointment reminders, and promotional messages when you opt into our SMS services.
  • Protection: SMS consent and phone numbers will never be shared with third parties or affiliates for marketing purposes.
• Optional Details:
  • Additional contact information or preferences provided through subscription forms or confirmed via text, used to personalize and enhance your experience.
• Technical Information:
  • Such as your IP address, browser type, operating system, and device details, collected to improve website performance and security.
• Usage Data:
  • Information about how you interact with our website and services, such as pages visited and features used, helps us optimize functionality and user experience.
• Marketing and Communications Data:
  • Your preferences for receiving promotional communications and updates enable us to tailor our messages to your interests.

How We Use Your Information

The information we collect is used exclusively to provide and improve our services. Specifically, we use your data for:

• Service-Related Communications: Sending updates about your tax filing process, appointment confirmations, and critical notifications.
• Reminders: Providing timely reminders for important dates, such as tax deadlines and scheduled appointments.
• Status Updates: Delivering notifications about the status of your tax documents or other services.
• Promotional Messages: Sharing special offers, promotions, and discounts tailored to your preferences, only when you opt in.
• ‍Website and Service Improvement: Analyzing usage data to enhance our systems, improve functionality, and deliver a better experience.

1. No Unnecessary Sharing

Your personal information is never sold, rented, or shared with third parties for marketing purposes. Data sharing occurs only in the following cases:

1. When Legally Required:
   • We comply with lawful requests from regulatory authorities, subpoenas, or court orders.
2. To Adhere to Carrier Regulations:
   • Ensuring transparency and compliance with industry standards, including requirements for SMS communication registration.
3. With Trusted Service Providers:
   • Occasionally, data may be shared with vendors who assist in delivering our services (e.g., payment processors or IT providers). These third parties are contractually obligated to use your information only for the specified purpose and must adhere to strict confidentiality standards.

2. Robust Security Measures

1. Sensitive data is encrypted during transmission and storage to prevent unauthorized access.
2. Access to your information is restricted to authorized personnel only.
3. Regular security audits and updates ensure compliance with evolving security standards.

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3. SMS Opt-In Consent and Privacy:

1. We respect the privacy of your phone number and SMS consent:
   • No Sharing for Marketing: Phone numbers collected for SMS communications will never be shared with third parties for marketing purposes.‍
   • Purpose Limitation: Phone numbers are used exclusively for service-related communications, such as appointment reminders, tax updates, and notifications.

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Your Rights

You have the following rights regarding your personal information:

• Access: Request access to the personal data we hold about you.
• Correction: Request corrections to any inaccurate or incomplete information.
• Deletion: Request deletion of your personal data, subject to certain exceptions.
• Restriction: Request restriction of processing your personal data under certain conditions.
• Objection: Object to the processing of your personal data under certain circumstances.
• Opt-Out: Unsubscribe from marketing communications at any time.

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Consent to Receive SMS Messages

By subscribing to our SMS messaging service, you agree to receive periodic text messages from Francis Tax Service. These messages are designed to keep you informed and up to date with important information, including:

• Appointment Reminders
• Tax Deadlines
• Promotional Offers
• Service-Related Updates

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Message Frequency and Costs

• Frequency: Messages will vary depending on your selected services and preferences.
• Costs: Standard message and data rates may apply based on your mobile carrier's plan. Francis Tax Service is not responsible for any charges incurred by your mobile carrier.

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How to Opt-Out of SMS Messaging

You can stop receiving SMS messages at any time by following these steps:

1. Reply "STOP": Simply reply "STOP" to any SMS message you receive from Francis Tax Service.
2. Confirmation Message: A final confirmation message will be sent to acknowledge and confirm your opt-out request.‍
3. Immediate Effect: Once processed, you will no longer receive SMS communications.‍

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Compliance with Regulations

Francis Tax Service adheres to:

• The Campaign Registry (TCR): Ensuring transparency in all SMS practices.
• The Telephone Consumer Protection Act (TCPA): Guaranteeing proper consent and honoring opt-out requests promptly.

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Contact Us

For any questions, concerns, or additional information, please contact us:

• Email: doc@francistaxservice.com
• Phone: 612-722-1129
• Website: www.francistaxservice.com

Thank you for choosing Francis Tax Service!