Privacy Policy

  1. Introduction

CKL CPAs (“CKL CPAs,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, and safeguard your information when you opt in to receive SMS communications related to Zoom meetings, tax consultations, client updates, and firm announcements.

By opting into our SMS campaign, you agree to the terms outlined below.

 

  1. Information We Collect

When you opt in to receive SMS messages from CKL CPAs, we may collect:

  • Your full name
  • Mobile phone number
  • Email address (if provided)
  • Client status (prospective or existing client)
  • Communication preferences
  • Any information you provide in responses to SMS messages

We may also collect limited technical data necessary for message delivery and tracking (such as timestamps and confirmation of delivery).

 

  1. How We Use Your Information

CKL CPAs uses your information to:

  • Send Zoom meeting confirmations and reminders
  • Provide tax appointment notifications
  • Share important tax deadlines and compliance updates
  • Send event invitations and firm announcements
  • Respond to your inquiries
  • Improve client communication and service delivery

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

 

  1. Consent to Receive SMS Messages

By providing your mobile number and opting in, you consent to receive recurring automated SMS messages from CKL CPAs regarding:

  • Zoom meeting links and reminders
  • Tax preparation updates
  • Compliance notifications
  • Relevant firm communications

Message frequency may vary.

Message and data rates may apply.

Consent to receive SMS messages is not a condition of purchasing services.

You may opt out at any time by replying:

STOP – to unsubscribe

HELP – for assistance

After opting out, you will receive a confirmation message, and no further SMS messages will be sent unless you re-enroll.

 

  1. Information Sharing

CKL CPAs may share your information only with:

  • SMS delivery platforms and Zoom integration providers
  • Technology vendors assisting with secure communications
  • Regulatory or legal authorities if required by law

All service providers are contractually obligated to safeguard your information and use it solely for authorized purposes.

 

  1. Data Security

As a certified public accounting firm, CKL CPAs maintains administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

While we implement strong security measures, no electronic transmission can be guaranteed to be 100% secure.

 

  1. Data Retention

We retain SMS campaign information only as long as necessary to:

  • Fulfill communication purposes
  • Comply with legal and regulatory obligations
  • Maintain required tax and accounting records

 

  1. Your Privacy Rights

Depending on your state of residence, you may have rights under applicable privacy laws (including the California Consumer Privacy Act, if applicable), including:

  • The right to request access to your personal information
  • The right to request correction or deletion
  • The right to opt out of communications

To exercise your rights, please contact us at:

 

📧 info@cklcpas.com

📞 515-349-4847

  1. Updates to This Policy

CKL CPAs may update this Privacy Policy from time to time. Changes will be posted on our website with a revised effective date.

 

  1. Contact Information

If you have any questions regarding this Privacy Policy or our SMS communications, please contact:

CKL CPAs

505 5th Ave Ste 546 Des Moines, IA 50309

515-349-4847

info@cklcpas.com

www.cklcpas.com

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