Convery Accountants & Advisors, LLC
Effective Date: November 6, 2026
1. Overview
Convery Accountants & Advisors, LLC (“CA&A,” “we,” “our,” or “us”) respects your privacy and is committed to protecting personal information collected through our SMS communications.
This policy explains how we collect, use, and protect information related to our business text messaging services.
2. Information We Collect
When you consent to communicate with us by SMS, we may collect:
- Your name and mobile phone number.
- The content of text messages exchanged with our firm.
- Information related to message delivery and communication preferences.
- Records of your consent to receive SMS messages.
3. How We Use Your Information
We use SMS communications for legitimate client-service purposes, including:
- Scheduling and confirming appointments.
- Providing tax deadlines and filing reminders.
- Requesting documents and communicating administrative updates.
- Coordinating accounting, tax, and advisory services.
- Responding to client inquiries.
Our SMS program is intended for individual client-service communications, not unsolicited marketing.
4. SMS Consent and Information Sharing
We obtain consent before sending SMS messages.
We do not sell, rent, or share mobile phone numbers, SMS opt-in information, or SMS consent records with third parties or affiliates for marketing or promotional purposes.
We may use service providers that assist in delivering and managing SMS communications, subject to appropriate confidentiality and security protections.
5. Data Security
We use reasonable administrative, technical, and organizational safeguards to protect information associated with SMS communications.
SMS is not necessarily a secure communication channel. Clients should not transmit Social Security numbers, financial account credentials, tax returns, or other highly sensitive documents through text messages. We may direct clients to a secure document-sharing platform when appropriate.
6. Message Frequency and Charges
Message frequency varies depending on client needs and ongoing engagements.
Message and data rates may apply according to your wireless carrier’s plan.
7. Opt-Out and Assistance
You may opt out of SMS communications at any time by replying STOP to a message.
For assistance, reply HELP or contact our office through our website at https://converyaccountants.com.
8. Changes to This Policy
We may update this SMS Privacy Policy periodically. Changes will be posted on this page with an updated effective date.
9. Contact Information
Convery Accountants & Advisors, LLC
720 King George Rd, Suite 400
Fords, NJ 08863
Phone: 908-947-2645
Website: https://converyaccountants.com
SMS Terms & Conditions: https://converyaccountants.com/sms-terms-conditions/
For questions concerning this policy or our SMS communications, please contact our office through our website.