SMS Privacy Policy
Keystone CPA, Inc.
Last updated: 07/31/2026
1. Overview
This SMS Privacy Policy explains how Keystone CPA, Inc. ("we," "us," or "our") collects, uses, and protects information in connection with our text messaging (SMS) program. It supplements our general Privacy Policy.
2. Information We Collect
In connection with our SMS program, we collect your mobile phone number, your consent status, and the content of messages exchanged between you and our firm. We may also collect information you provide in those messages, such as questions or documents related to your engagement.
3. How We Use Your Information
We use your mobile number and related information solely to communicate with you about your account, appointments, document requests, and questions regarding your engagement with Keystone CPA. We do not use your mobile information for marketing to third parties.
4. Sharing of Information
We do not sell, rent, or share your mobile phone number or SMS consent with third parties or affiliates for their marketing or promotional purposes. Your mobile information may be shared only with service providers that help us operate our messaging program (such as our telecommunications provider), and only to the extent necessary to deliver the service. These providers are bound to protect your information.
5. Data Security
We maintain administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security. Please do not send sensitive personal information (such as Social Security numbers or financial account numbers) by text message; use our secure client portal for such information.
6. Your Choices
You may opt out of our SMS program at any time by replying STOP to any message. For help, reply HELP or contact us using the details below.
7. Data Retention
We retain SMS-related information for as long as necessary to provide our services, comply with our legal and professional obligations, resolve disputes, and enforce our agreements.
8. Changes to This Policy
We may update this SMS Privacy Policy from time to time. Updates will be posted on this page with a revised "Last updated" date.
9. Contact
Keystone CPA, Inc.
1400 N. Harbor Blvd, Suite 650
Fullerton, CA 92835
[email protected] · 714-485-3380
