Convery Accountants & Advisors, LLC
Effective Date: November 6, 2026
1. SMS Messaging Program
Convery Accountants & Advisors, LLC (“CA&A,” “we,” “our,” or “us”) offers SMS text messaging to clients who consent to receive business-related communications.
Messages may include:
- Appointment scheduling and confirmations.
- Tax deadlines and filing reminders.
- Document requests and administrative notifications.
- Accounting, tax, and advisory-related communications.
- Responses to client inquiries.
Our SMS program is intended for individual client-service communications and is not used for unsolicited marketing.
2. Consent to Receive Messages
Clients may voluntarily provide verbal consent to receive SMS messages during onboarding or conversations with authorized CA&A representatives.
Before enrolling clients in SMS communications, our representatives explain the nature of the messages, applicable messaging charges, message frequency, and opt-out procedures.
By affirmatively opting in, you authorize CA&A to send text messages to the mobile phone number you provide.
Consent to receive SMS messages is not a condition of purchasing our services.
3. Message Frequency
Message frequency varies depending on your engagement, communication preferences, and service needs.
There is no fixed number of messages sent per day, week, or month. Messages are generally initiated as needed for ongoing client-service matters.
4. Message and Data Rates
Message and data rates may apply according to your wireless carrier’s plan.
Wireless carriers are not responsible for delayed or undelivered messages.
5. Opting Out
You may opt out of SMS communications at any time by replying STOP to any text message received from CA&A.
After opting out, you may receive one final confirmation message acknowledging your request.
We will discontinue SMS communications under this program unless you subsequently provide new consent.
6. Assistance
For assistance with our SMS program, reply HELP to any CA&A text message.
You may also contact us directly:
Convery Accountants & Advisors, LLC
Phone: (908) 947-2645
Website: https://converyaccountants.com
7. Privacy and Confidentiality
CA&A respects the privacy and confidentiality of client communications.
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.
Information may be processed by service providers that support our business communications, subject to applicable confidentiality and security requirements.
SMS messaging is not necessarily a secure method for transmitting confidential financial information.
Clients should avoid sending Social Security numbers, tax returns, financial account credentials, or other sensitive documents through text messages. When appropriate, CA&A may direct clients to a secure client portal or another approved communication method.
For additional details about how we collect, use, and protect information related to SMS communications, please review our SMS Privacy Policy.
8. Changes to These Terms
CA&A may modify these SMS Terms & Conditions periodically to reflect changes in our services, business practices, technology, or applicable requirements.
Updated terms will be posted on this page with a revised effective date when applicable.
Continued SMS communications will remain subject to applicable consent and opt-out requirements.
9. Contact Information
If you have questions about these SMS Terms & Conditions, our privacy practices, or your messaging preferences, please contact:
Convery Accountants & Advisors, LLC
720 King George Rd, Suite 400
Fords, NJ 08863
Phone: (908) 947-2645
Website: https://converyaccountants.com
SMS Privacy Policy: https://converyaccountants.com/sms-privacy-policy/