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SmS Messaging privacy policy

Ascendance Consulting Last Updated: June 2026

1. Overview

This SMS Messaging Privacy Policy explains how Ascendance Consulting ("we," "us," or "our") collects, uses, and protects your information when you receive SMS text messages from us. This policy is designed to ensure compliance with applicable laws and regulations, including A2P 10DLC requirements set by U.S. carriers and the Telephone Consumer Protection Act (TCPA).

2. Use of SMS Messaging

We may send SMS messages for the following purposes:

  • Appointment confirmations and reminders

  • Document requests or submission notifications

  • Tax deadline alerts and compliance reminders

  • Engagement status updates

  • Occasional firm communications related to your active engagement

 

You will only receive SMS messages if you have opted in through our website, client intake form, service agreement, or other authorized channel.

3. Opt-In Consent

By providing your mobile phone number and opting in to receive SMS messages from Ascendance Consulting, you consent to receive text messages from us. Message frequency will vary depending on the nature and stage of your engagement.

 

Message and data rates may apply.

4. Opt-Out

You may opt out of receiving SMS messages at any time by replying:

  • STOP — to unsubscribe from all SMS communications

  • HELP — for assistance or contact information

 

Once you opt out, you will no longer receive SMS communications from us unless you opt in again.

5. Data Collection and Use

We collect and store your mobile phone number and messaging history solely for communication and compliance purposes. We do not sell, rent, or share your mobile number with third parties for marketing purposes. Your data is handled in accordance with our full Privacy Policy and applicable data protection laws.

6. Data Security

We implement reasonable physical, electronic, and administrative safeguards to protect your SMS data. We work with reputable SMS providers who comply with 10DLC registration, vetting, and carrier guidelines.

7. Third-Party SMS Providers

Our SMS messaging may be facilitated through third-party platforms that are registered under the A2P 10DLC program. These providers are contractually required to maintain the confidentiality and security of your data and comply with applicable carrier guidelines.

8. Policy Updates

We may update this policy from time to time. Changes will be posted on our Website with an updated effective date.

9. Contact Us

If you have questions about this SMS Privacy Policy or our messaging practices, please contact:

Ascendance Consulting jacki@ascendance-consulting.com www.ascendance-consulting.com

Start With the Right Conversation.

If you’re unsure whether you need advisory support, tax preparation, or both, the best place to start is a conversation.

We’ll review your current situation, identify where support makes the most sense, and guide you toward the right next step — without pressure or confusion.

This isn’t about adding more to your plate. It’s about putting the right support in place.

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