Privacy Policy

Effective Date: 01/01/2026

Smart CPA Firm (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains what information we collect, how we use it, and how we protect it, including information related to SMS communications.

1. Information We Collect

We may collect the following personal information when you visit our website, complete forms, become a client, or communicate with us:

  • Full name
  • Email address
  • Phone number (including mobile number)
  • Mailing address
  • Business information
  • Tax and financial information provided for accounting, payroll, and tax services
  • Communications and messages you send to us
  • Website usage data (via cookies or analytics tools)

2. How We Use Your Information

We use personal information to:

  • Provide accounting, payroll, tax preparation, tax planning, and advisory services
  • Communicate with you regarding services, onboarding, appointments, and support
  • Send important service-related messages, including SMS notifications (if you opt in)
  • Respond to inquiries and customer support requests
  • Maintain compliance with legal and regulatory obligations
  • Improve our website, services, and client experience

3. SMS Communications & Consent

If you provide your mobile phone number and opt in, Smart CPA Firm may send you SMS messages related to:

  • Account setup and onboarding
  • Service updates and reminders
  • Requests for documents or information
  • Appointment confirmations
  • Important compliance or deadline notices

Message frequency may vary. Message and data rates may apply.

SMS Consent Disclosure (Carrier-Required Language)

SMS consent is not shared with third parties or affiliates.

You may opt out of SMS communications at any time by replying STOP to any message or by contacting us directly.

4. Sharing of Personal Information

We do not sell or rent your personal information.

We may share personal information only with:

  • Trusted service providers who assist us in operating our business (e.g., software platforms, secure communication tools), solely for business purposes
  • Government agencies or regulators when required by law
  • Legal or compliance professionals as necessary to protect our rights or comply with legal obligations

SMS consent is not shared with third parties or affiliates.

5. Data Security

We take reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse. Access to sensitive data is restricted to authorized personnel only.

6. Cookies & Website Analytics

Our website may use cookies or similar technologies to improve functionality and understand how visitors interact with our site. You may disable cookies through your browser settings if you choose.

7. Your Privacy Choices

You have the right to:

  • Request access to your personal information
  • Request corrections to inaccurate information
  • Withdraw consent for communications, including SMS
  • Request deletion of information, subject to legal and regulatory requirements

To exercise these rights, contact us using the information below.

8. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

9. Contact Information

If you have questions about this Privacy Policy or our data practices, please contact:

Smart CPA Firm
📧 Email: client@smartcpafirm.com
📞 Phone: (469) 750-2606
🌐 Website: https://smartcpafirm.com