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Privacy Policy

SMS

SMS Privacy Policy

SMS Privacy Policy

Introduction

Cahill Tax & Financial Services (“we,” “us,” or “our”) uses SMS text messaging to provide timely updates and service-related notifications. This SMS Privacy Policy explains what information we collect via SMS, how we use it, and your choices.

Scope

This policy applies to information collected through our SMS text messaging programs, including subscription, service alerts, and two-way support messages.

Information We Collect

  • Phone number you provide when opting in
  • Message content you send to us
  • Message metadata such as timestamps and delivery status

How We Use SMS Information

  • To send you service-related messages you have requested or agreed to receive
  • To respond to your inquiries and provide support
  • To maintain the security and integrity of our services
  • To comply with applicable laws and carrier requirements

Your Choices

  • Opt-in: You will only receive SMS messages if you have explicitly opted in.
  • Opt-out: You can opt out at any time by replying STOP. For help, reply HELP.
  • Message and data rates may apply. Message frequency varies.

Consent and Third Parties

“All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.”

We do not sell your personal information. We may share limited information with service providers who assist in delivering SMS messages, subject to confidentiality obligations and only as necessary to provide the service.

Data Retention

We retain SMS-related data only as long as needed for the purposes described above or as required by law, then we securely delete or de-identify it.

Security

We implement reasonable administrative, technical, and physical safeguards designed to protect SMS information from unauthorized access, use, or disclosure.

Carrier Disclosures

Carriers are not liable for delayed or undelivered messages. Delivery depends on your mobile carrier network.

Age Restrictions

Our SMS program is intended for individuals 18 years or older. If you are under 18, do not enroll without parental or guardian consent.

Contact Us

Questions about this SMS Privacy Policy or our SMS program:

Changes to This Policy

We may update this policy from time to time. Material changes will be communicated via our website or SMS as appropriate.

Effective date: September 29, 2025