SMS Communications & Consent Policy
By voluntarily providing your mobile phone number and expressly opting in through an EXEQ Advisor web form, onboarding questionnaire, or other written consent method, you agree to receive SMS text messages from EXEQ Advisor LLC regarding client services, account updates, tax planning reminders, appointment notifications, document requests, business advisory insights, and other communications related to your relationship with our firm.
SMS Consent Terms
Message frequency varies based on your service needs and interactions with EXEQadvisor.
Message and data rates may apply.
Consent to receive SMS messages is not a condition of purchasing any product or service.
You may opt out at any time by replying STOP to any text message received from EXEQadvisor.
You may request assistance by replying HELP to any text message received from EXEQadvisor.
Upon opting out, you will receive a final confirmation message and will no longer receive SMS communications unless you provide new consent.
SMS consent is obtained separately from consent for phone calls, email communications, or other services.
EXEQ Advisor LLC does not sell, rent, share, transfer, or disclose SMS opt-in data, consent records, or phone numbers to third parties for marketing or promotional purposes.
Privacy Policy
Information We Collect
EXEQadvisor LLC may collect personal information including but not limited to:
Name
Email address
Phone number
Mailing address
Business information
Tax and financial information
Information submitted through web forms, questionnaires, and client portals
How We Use Your Information
We use collected information solely to support and deliver our professional services, including:
Providing tax, accounting, valuation, consulting, and advisory services
Managing client engagements
Communicating regarding appointments, deadlines, deliverables, and account activity
Sending requested educational content, business insights, and service-related updates
Improving our services and client experience
Complying with legal, regulatory, and professional obligations
Information Sharing
EXEQ Advisor LLC does not sell, rent, trade, or otherwise share your personal information with third parties for their marketing purposes.
We may share information with trusted service providers only to the extent necessary to support our business operations and client services, subject to confidentiality and data security requirements.
SMS consent, mobile phone numbers, and SMS opt-in information are never shared with third parties or affiliates for marketing or promotional purposes.
Data Security
EXEQ Advisor LLC maintains administrative, technical, and physical safeguards designed to protect client information from unauthorized access, disclosure, alteration, or destruction. Security measures include:
Role-based access controls
Multi-factor authentication
Encryption of data in transit and at rest where applicable
Secure client portals and document exchange systems
Ongoing employee security awareness training
Periodic security reviews and monitoring
Data Retention
We retain information only for as long as necessary to provide services, fulfill contractual obligations, comply with legal requirements, resolve disputes, and enforce agreements.
Your Rights
You may request access to, correction of, or deletion of your personal information, subject to applicable legal, professional, and regulatory retention requirements.
Contact Information
If you have questions regarding this Privacy Policy or our SMS communication practices, please contact:
EXEQadvisor LLC
Email: ricky@exeqadvisor.com
Phone: 404-797-3005
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404.548.8498
