SMS Privacy Policy (Accounting Services)

Last Updated: 5/26/2026

1. Overview

At Jay D. Parks & Associates, CPAs, we are committed to protecting your privacy and safeguarding your financial information. This SMS Privacy Policy explains how we collect, use, and protect information when you opt in to receive text messages related to our accounting, tax, and advisory services, in compliance with applicable federal and Oklahoma laws.

2. Information We Collect

When you enroll in SMS communications, we may collect:

  • Your mobile phone number

  • Your name and client status (if applicable)

  • Appointment and service preferences

  • Message interaction data (e.g., confirmations, replies)

⚠️ Important: We do not request or collect sensitive financial details (such as Social Security numbers, bank account information, or full tax documents) via SMS. Please do not send sensitive financial data through text messages.

3. How We Use Your Information

We use SMS communications to support our accounting services, including:

  • Appointment reminders and scheduling updates

  • Notifications about tax deadlines and filing status

  • Requests for documentation or follow-ups (non-sensitive)

  • General firm updates or service-related alerts

  • Responding to client inquiries and support requests

SMS messaging is intended for convenience and does not replace secure communication channels for confidential financial matters.

4. Consent to Receive Messages

By providing your phone number and opting in, you consent to receive SMS messages from Jay D. Parks & Associates, CPAs in accordance with the Telephone Consumer Protection Act (TCPA) and other applicable laws.

  • Message frequency may vary depending on services and timing (e.g., tax season)

  • Message and data rates may apply

  • Consent is not a condition of receiving accounting services

5. Opt-Out Instructions

You may opt out of SMS communications at any time by:

We will honor opt-out requests promptly as required by applicable law.

6. Confidentiality and Information Sharing

We are committed to maintaining the confidentiality of your information in accordance with professional accounting standards and applicable law:

  • We do not sell, rent, or share your phone number or SMS opt-in data with third parties for marketing purposes

  • Information may be shared with trusted service providers (such as SMS delivery platforms) solely to operate our messaging services

  • We comply with applicable federal privacy regulations and Oklahoma recordkeeping and confidentiality expectations for accounting professionals

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, SMS is not a secure method of transmitting confidential information.

For clients in Oklahoma and elsewhere, we strongly encourage the use of secure portals or encrypted communication methods for transmitting tax documents or financial data.

8. Data Retention

We retain SMS-related information only as long as necessary to:

  • Provide requested services

  • Maintain business and tax records

  • Comply with federal and Oklahoma legal, regulatory, and professional requirements

9. Your Rights

While Oklahoma does not currently have a comprehensive consumer data privacy statute, we respect your rights to:

  • Request access to your personal information

  • Request corrections to inaccurate information

  • Request deletion where permitted by law and professional obligations

To make a request, contact us using the information below.

10. Changes to This Policy

We may update this SMS Privacy Policy periodically to reflect changes in regulations, technology, or our practices. Updates will be posted on this page with the revised effective date.

11. Contact Information

If you have questions about this SMS Privacy Policy or our communications practices, please contact:

Jay D. Parks & Associates, CPAs

Email: frontdesk@parkscpa.com

Phone: 405-341-7044

Address: 2801 S Bryant, Edmond, OK 73013