Privacy Policy

Privacy

  1. We do not sell your phone number to third parties. However, we may use third-party services (such as Zoom Phone) to facilitate text messaging. These services are bound by confidentiality and data protection agreements to protect your information.
  2. We take the security of your information seriously. We have instituted every possible precaution to ensure that all of your data and materials are safe as long as they are under our control.
  3. We may contact you by email to announce product upgrades or new products or ask you if you want to be on our mailing list. If you do not want to receive these notifications, please reply and let us know.
  4. We do not disclose, share, or sell any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
  5. SMS opt-in or phone numbers for the purpose of SMS are not shared with any third parties or affiliate companies for marketing purposes
  6. We may use the phone number you provide to send SMS (text) messages for the following purposes:
     

    – Appointment reminders 

     

    – Account-related notifications 

     

    – Marketing and promotional messages (if you provide explicit consent)

     

SMS Messaging

By using this phone number for SMS messaging , I agree to receive SMS messages about “Scheduling & Tax & Accounting Updates” from ClearVue Strategies P.C. at the phone number provided above. Reply STOP to opt out of receiving SMS messages.

Message and data rates may apply. You can opt-out at any time by texting “STOP.” For assistance, text “HELP”.

Our  RingCentral SMS messaging number is 1-714-587-2086

Disclaimer

  1. This website’s information is for informational purposes only and is not a substitute for advice from a tax or accounting professional.
  2. Information found on this website is not to be considered error-free. The website is in “as is” condition. We do not warrant any results derived from the content on this website.
  3. CPA Websites, Dynamic Content, and ICFiles, if enabled, are provided by Service2Client LLC.

This website may contain links to other websites from third parties. We are not responsible for the privacy practices or the content of such websites.