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.

To Opt-In: By engaging Jayd Advisors for tax strategy, accounting, or financial services, you are automatically opting in to receive SMS text messages from us; you consent to this privacy policy.

To Opt-Out: If you wish to opt-out and stop receiving SMS text messages from Jayd Advisors, you may do so at any time by replying STOP to 317-843-1040 to prevent further messages from being sent immediately. Upon opting out, you will no longer receive SMS text messages from us, but this will not affect your ability to use our other services. If you choose to opt back in, you can do so at any time by replying START.

Modifications to Terms

We may update this privacy policy from time to time. We will notify you of any changes by updating the "Last Updated" date at the top of this policy. Your continued receipt of SMS text messages after any such changes constitutes your acceptance of the new Terms and Conditions. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

Standard Message Disclosures

Message frequency may vary depending on the client and time of the year.

Messages and data rates may apply.

You can opt-out at any time by texting STOP to 317-843-1040

For assistance text HELP to 317-843-1040 or visit our website at www.Jaydadvisors.com

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.