SMS & Privacy
Frazier & Deeter SMS Communications Privacy Notice
Last Updated: June 3, 2026
At Frazier & Deeter, we are committed to safeguarding the confidentiality, integrity, and security of your personal and financial information. This includes compliance with applicable professional standards, including those established by the American Institute of Certified Public Accountants (AICPA), as well as other applicable laws and regulations governing client confidentiality.
Information We Collect
When you opt in to receive SMS (text) messages from us, we may collect:
- Your mobile phone number
- Your consent to receive SMS communications
- Limited message interaction data (e.g., delivery status, responses)
We do not request or transmit sensitive personal or financial information (such as Social Security numbers, bank account details, or complete tax data) via SMS.
How We Use Your Information
We use SMS communications to:
- Send appointment reminders, tax filing deadlines, and service notifications
- Provide updates related to your engagement or account status
- Respond to client inquiries
- Deliver administrative or service-related announcements
We will send marketing or promotional messages only if you have provided explicit consent.
Professional Confidentiality & AICPA Compliance
As an accounting and advisory firm, we adhere to the AICPA Code of Professional Conduct, including the confidentiality and privacy requirements under ET Section 1.700.001. Consistent with these obligations:
- We protect confidential client information from unauthorized disclosure
- We limit SMS communications to non-sensitive, administrative content
- We do not disclose client information without consent, except as permitted or required by law
Because SMS messaging is not a secure communication channel, we will not use it to transmit confidential tax, financial, or personally identifiable information. When necessary, we will direct you to secure portals or encrypted communication methods.
Sharing of Information
We do not sell, rent, or share your mobile number or SMS opt-in data with third parties for marketing purposes.
We may share limited information with trusted service providers (such as SMS delivery platforms) strictly for message delivery, subject to confidentiality agreements and data protection safeguards consistent with AICPA standards and applicable privacy laws.
Consent and Opt-In
By providing your mobile number and opting in through our website forms, contracts, or by verbal consent, you consent to receive SMS communications from Frazier & Deeter. Message frequency may vary depending on the nature of our engagement and the frequency of our interactions. Message and data rates may apply.
Opt-Out
You may opt out at any time:
- By replying STOP to any message
- By contacting us at privacy@frazierdeeter.com
You may receive a final confirmation message after opting out. Please note that opting out may limit our ability to provide timely administrative reminders.
Data Retention
We retain SMS-related data only as long as necessary to fulfill legitimate business purposes and to comply with applicable AICPA record retention guidelines, IRS requirements, and other legal obligations.
Security
We implement administrative, technical, and physical safeguards designed to protect client information in accordance with AICPA professional standards. However, due to the inherent limitations of SMS, we strongly discourage the transmission of sensitive information via text message.
Contact Information
If you have any questions about this SMS Privacy Policy or our privacy practices, please contact us at: privacy@frazierdeeter.com