SMS Privacy Policy

1. Information We Collect

When you enroll in our SMS program, we collect your mobile phone number, your name, and records of your consent (including the date and method of opt-in). We also retain the content of text message conversations between you and Wise Bookks as part of your client records.

2. How We Use Your Information

We use your mobile phone number solely to send you transactional and account-related messages, including:

• Document requests and upload reminders
• Tax deadline and appointment reminders
• Invoice and payment notifications
• Account and service notifications
• Responses to your inquiries

3. Information Sharing

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be sold, rented, or shared with any third parties.

We may share your information only with service providers who assist us in delivering text messages (such as our messaging platform provider), and only for that purpose, or when required by law.

4. Data Security

We maintain reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, disclosure, or misuse.

5. Data Retention

We retain SMS consent records and message history for as long as necessary to provide our services and to comply with legal, accounting, and regulatory requirements.

6. Opting Out

You may opt out of receiving text messages at any time by replying STOP to any message. For assistance, reply HELP, email us at devops@wisetaxx.com, or visit https://www.wisebookks.com.

7. Changes to This Policy

We may update this SMS Privacy Policy from time to time. The most current version will always be posted on this page with an updated effective date.

8. Contact Us

Wise Bookks · 455 Fairway Dr, Ste 211 A · Deerfield Beach, FL 33441

• Email: devops@wisetaxx.com
• Website: https://www.wisebookks.com