Terms of Service

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.
• Carriers are not liable for delayed or undelivered messages.
• Mobile numbers and opt-in data are never shared or sold for marketing; see the text messaging section of our Privacy Policy.