Effective Date: March 11, 2025
Last Updated: March 3, 2025

Introduction

This SMS Privacy Policy explains how BookSmarts Accounting & Bookkeeping, LLC

(“Company,” “we,” “our,” or “us”) collects, uses, stores, and shares your data when you opt in to receive SMS text messages from us through our Mailchimp SMS Marketing service. This SMS Privacy Policy is supplemental to our main Privacy Policy and is governed by applicable data privacy laws, including but not limited to the Utah Consumer Privacy Act (UCPA), the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA), the Telephone Consumer Protection Act (TCPA), the CAN-SPAM ACT and any other applicable federal, state, or local privacy laws. In the event this SMS Privacy Policy conflicts with any terms of our main Privacy Policy, this SMS Privacy Policy shall control and govern SMS communications and any conflicting matters.

By opting in to receive SMS messages from us, you acknowledge that you have read and understood this SMS Privacy Policy and agree to the collection, use, and handling of your data as described.

Contact Information

Company Address:

265 N Main St Ste D Box #133
Kaysville, UT 84037

For SMS privacy-related inquiries or to exercise your privacy rights, please contact us at:

Hello@booksmartspro.com or access our Privacy Request Form (click to download)

SMS Data Collection

When you opt in to our SMS marketing program, we collect:

• Mobile phone number
• Opt-in date and time
• SMS interaction history (messages sent, received, open rates)
• Name (if provided)
• Email address (if provided)

Purpose of SMS Data Use

We use your SMS data for:

• Sending you promotional offers and marketing communications
• Providing service updates and important notifications
• Responding to your inquiries
• Analyzing SMS campaign performance
• Service improvement based on engagement metrics
• Compliance with legal and regulatory requirements

Frequency of Messages

Standard message frequency varies based on your subscription preferences. We typically send 1-4 messages per month, but this may increase during special promotions or important announcements.

Message and Data Rates

Message and data rates may apply based on your wireless carrier plan. BookSmarts is not responsible for any charges you may incur from your mobile carrier when receiving our text messages.

SMS Data Sharing

We do not sell your SMS data. However, we may share your SMS data with:

• Mailchimp (our SMS marketing service provider)
• Other third-party service providers supporting our business operations
• Legal and regulatory authorities when required by law

We require all third-party service providers to implement reasonable security measures that are at least as restrictive as our own and to use your data solely for the purpose of providing services on our behalf.

Consent

We obtain explicit consent before sending SMS messages. Your consent is collected when you:

• Opt- in via our website forms
• Text a keyword to our designated short code
• Provide consent verbally or in writing to our staff
• Submit your phone number with SMS consent on any of our sign-up forms

Opting Out

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

• Replying “STOP” to any SMS message you receive from us
• Emailing us at Hello@booksmartspro.com with “SMS OPT-OUT” in the subject line
• Contacting our admins at +1 801-923-4088
• Submitting a request via our Privacy Request Form (click to download)

Upon receiving your opt-out request, we will confirm your opt-out status and cease sending SMS messages within 10 business days.

Data Retention

We retain your SMS data for as long as necessary for business, security, and legal purposes. SMS data, including your phone number, will be removed from active marketing lists upon opt-out, but may be retained in our records as required by law or for legitimate business purposes.

SMS Security Measures

We protect your SMS data using industry-standard security measures, including:

• Encrypted data storage and transmission
• Access controls limiting who can view your SMS data
• Regular security audits of our SMS marketing systems

Your SMS Privacy Rights

Depending on your location, you may have the following rights under applicable data privacy laws to:

• Request access or review information about your SMS data in a portable format
• Request correction of inaccurate data
• Request deletion of your SMS data (subject to legal exceptions)
• Request to Opt- out of SMS communications or any sharing of your data for targeted advertising purposes
• File a complaint or appeal a decision with relevant regulatory authorities

To exercise your rights, please contact us at Hello@booksmartspro.com or submit a request via our Privacy Request Form (click to download)

Governing Law

This SMS Privacy Policy shall be governed by and construed in accordance with the laws of the State of Utah, without regard to its conflict of law principles. Any disputes arising under this policy shall be resolved exclusively in the courts of Utah.

Changes to SMS Privacy Policy

We may update this SMS Privacy Policy from time to time. Users will be notified of significant changes via:

• SMS notification
• Email (if provided)
• Updates to the "Last Updated" date at the top of this policy

Compliance with TCPA and Other Regulations

Our SMS marketing program complies with the Telephone Consumer Protection Act (TCPA), CAN-SPAM Act, and other applicable laws and regulations governing SMS marketing communications.

For questions regarding this SMS Privacy Policy, please contact us at

Hello@booksmartspro.com.