Updated: January 13th, 2025

Jayd Advisors ("we", "us", "our") is committed to protecting your privacy and ensuring the security of your personal and financial information. This SMS Privacy Policy explains how we collect, use, disclose, and safeguard your information when you receive SMS text messages from us. Please read this policy carefully.

How Information is Collected

By engaging Jayd Advisors for tax strategy, accounting, financial services, or service inquiries, you are automatically opting in to receive SMS text messages from us; you consent to this privacy policy. We collect certain information, including your mobile phone number and any information you provide directly through SMS interactions, such as responses to our messages or requests for assistance. Personal information like your name and contact information will be used in general communication formats, such as SMS text messaging.

The Types of Information Collected

Jayd Advisors will acquire the information you solely provide, including your name, phone number, and possibly your mobile service provided if necessary. Additional information collected from SMS messages would include the date and time specific to your interactions with our SMS messages.

Purpose of Data Collection

Data collected is limited to the information you provide us. SMS text messages and mobile numbers may be used to:

Message Frequency

SMS messaging will be a last resort option when communicating with clients. To ensure full transparency and security, Jayd Advisors encourages all clients to utilize TaxDome as its primary source of client communication and document sharing. Text messages may be sent to clients leading up to federal and state deadlines, prompting them to complete outstanding tasks or even meeting reminders. Day-to-day communication will NOT be conducted via SMS messages. SMS message frequency is expected to be between 0 to 25 text messages daily across all users.

Data Security Measures

We take the security of your information seriously and use administrative, technical, and physical security measures to help protect your personal information. Our security practices include encryption, access controls, and regular security assessments to ensure the confidentiality and integrity of your information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that no security measures are perfect or impenetrable. We encourage clients to communicate through the dedicated client portal, TaxDome, to mitigate security risks created by utilizing email for document sharing and client communication.

Data Sharing Practices

We do not sell, trade, or rent your personal information. The information obtained as part of the SMS consent process will not be shared with third parties for marketing purposes under any circumstances.

Potential Fees for SMS Messaging

Many carriers charge a fee for each message sent or received. This can vary depending on the carrier’s pricing structure and whether the message is sent domestically or internationally.

User Rights

Please understand that you will always have the option to opt in or out of receiving SMS text messages from Jayd Advisors.

SMS Terms & Conditions

1- SMS Consent Communication:

The information and phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2- Types of SMS Communications:

If you have consented to receive text messages from Jayd Advisors, you may receive messages related to the following:

• Appointment reminders

• Follow-up messages

• Inquiries

• Confirmations

Example: "Hello, this is a reminder of your upcoming meeting with Jayd Advisors on a Microsoft Teams call on [Date] at [Time]. You can reply STOP to opt out of SMS messaging from Jayd Advisors at any time."

3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 15 SMS messages per week related to your follow-ups, confirmations, and reminders.

Example:
"Message frequency may vary. You may receive up to 15 SMS messages per week regarding your appointments or account status."

4- Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5- Opt-In Method:

You may opt in to receive SMS messages from Jayd Advisors in the following ways:

• Verbally, during a conversation

• By submitting an online form found at www.jaydadvisors.com/contact

• Ask via email – messaging us at info@jaydadvisors.com and www.jaydadvisors.com/contact 

6- Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, by calling us at 317-8431040, emailing us at info@jaydadvisors.com, or simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7- Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at www.jaydadvisors.com/contact 

Additional Options:

• If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

8- Standard Messaging Disclosures:

• Message and data rates may apply.

• You can opt out at any time by texting "STOP."

• For assistance, text "HELP" or visit our Privacy Policy & Terms and Conditions page.

• Message frequency may vary.

Contact Information for Privacy-Related Inquiries

You are always welcome to contact Jayd Advisors with questions or concerns about this Privacy Policy. Please contact us at info@jaydadvisors.com or by sending a secure message within TaxDome.