Legal

Terms and Conditions

1. Introduction

By opting in to receive messages from Sage Business Advisors, you agree to these Messaging Terms and Conditions. These terms govern the use of SMS, MMS, or other mobile messaging services provided by us.

2. Opt-In Consent

By checking the opt-in box on our website’s contact page, you consent to receive messages from us, including but not limited to appointment reminders, tax document requests, service updates.

3. Message Types and Frequency

You may receive messages regarding: - Appointment reminders - Requests for tax or financial documents - Important updates related to our services - Marketing messages Message frequency may vary depending on your engagement with our services, but in general, messages will be sent on a weekly or monthly basis. We will not send messages more frequently than necessary.

4. Message and Data Rates

Message and data rates may apply based on your mobile carrier’s plan. Charges are the responsibility of the recipient.

5. Help and Support

For assistance, reply HELP to any message or contact our customer service at 267-442-1120 or jonathan@sagebizadvisors.com.

6. Opt-Out Instructions

You can opt out of receiving messages at any time by replying STOP to any message. After opting out, you will no longer receive SMS communications from us, except for messages confirming your opt-out request.

7. Privacy and Data Sharing

We respect your privacy. Your mobile opt-in information is not shared with third parties. For details on how we handle your data, please review our Privacy Policy at Privacy Policy - Google Docs.

8. Terms Updates

We reserve the right to modify these Messaging Terms and Conditions at any time. Your continued use of our messaging services constitutes acceptance of any modifications.

9. Contact Information

For any questions or concerns, please contact us at: Sage Business Advisors 267-642-1120 jonathan@sagebizadvisors.com.