Text Messaging Privacy Policy

Last Updated: January 15, 2026

Rachel O’Donnell, CPA PLLC values your privacy. This Text Messaging Privacy Policy explains how we collect, use, and protect your information when you sign up to receive text messages from us.

1. Information We Collect

When you opt in to our SMS program, we collect your mobile phone number and may also collect your name and other contact details as needed to provide our services.

2. How We Use Your Information

We use your information to:

Send transactional updates.
Respond to client inquiries.
Maintain compliance with legal and regulatory requirements.

3. How We Share Your Information

We do not sell or rent your personal information.
We may share your data only with trusted service providers that facilitate our text messaging program (e.g., messaging platforms, data storage, or analytics providers) — and only to the extent necessary to perform those services.

4. Your Choices

Opt-Out: You can cancel the SMS service at any time by replying “STOP.”
Help: For support, reply “HELP” or contact us at rachel@rachelodonnellcpa.com.
Consent: Your consent to receive marketing texts is not a condition of purchase.

5. Data Security

We implement reasonable security measures to protect your information from loss, misuse, and unauthorized access.

6. Retention

We keep your data only as long as necessary to fulfill the purposes described or as required by law.

7. Changes to This Policy

We may update this policy periodically. Changes will be posted on this page with an updated effective date.

8. Contact Us

If you have questions about this policy or your data, contact us at:
Rachel O’Donnell, CPA PLLC

Email: rachel@rachelodonnellcpa.com