SMS Privacy Policy

Disclaimer

By providing your phone number to “Cohesion Accounting, LLC” (DBA Cohesion Advisors), you agree and acknowledge that Cohesion Advisors may send text messages to your wireless phone number for any purpose. Message and data rates may apply. Message frequency will vary, and you will be able to Opt-out by replying “STOP”. For more information on how your data will be handled, read the privacy policy below.

Privacy Policy

No mobile information will be shared with third parties/affiliates for marketing or promotional purposes.

How We Collect Your Number

When you sign a contract with Cohesion Advisors, we collect a phone number from you for communication purposes. We realize that a phone call is not always the preferred method of communication so we offer SMS as an alternative option for communication. During onboarding, we will ask you if we may send you SMS messages for communication and get your permission before proceeding. We will only use SMS with your verbal consent.

Why We Use SMS

SMS can be a useful communication tool for customer care, quick check-ins about accounts, reminders during tax season, and overall quick communication back and forth between Cohesion Advisors and our clients.

Opt-In / Opt-Out

You will be able to opt-in to receive SMS texts. If at any time you wish to opt-out, you may type “STOP” and you will be opted out of SMS. To join back after you have opted-out, reach out to us via email.