Privacy Policy

Text messaging (SMS)

Tax and accounting firms that use LEEN PRO may send text messages to their own clients. A firm texts you only after you agree, in one of two ways:

• by checking an unchecked consent box on the firm's client portal or online intake form. The box reads: “I agree to receive text messages from [Firm Name] about my account, appointments, document requests and tax return status. Message frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help.”
• by agreeing on a phone call with the firm. The firm records your consent (date, time and the staff member), and you receive a confirmation text with STOP and HELP instructions.

• What we send: informational messages about your account, appointments, document requests and tax return status. No marketing messages.
• How often: message frequency varies.
• Cost: Msg & data rates may apply.
• Opt out: reply STOP to any message at any time. You will get one message confirming you are opted out and no further texts. Reply START to opt in again. You can also turn texts off on the Account page of the client portal.
• Help: reply HELP for your firm's contact details, contact your firm directly, or email support@leenpro.com.
• Consent to receive text messages is not a condition of any purchase or service.
• Your mobile number and your text message opt-in data and consent are never shared with, sold or rented to third parties or affiliates for their marketing or promotional purposes. They are used only to send the messages you agreed to, through the telecommunications providers that deliver them.
• Consent records (how and when you agreed or opted out) are kept in the firm's CRM as proof of your choice.