P31 CPA & ADVISORY MESSAGING PRIVACY POLICY

Effective Date: October 20, 2026

P31 CPA & Advisory (“we,” “us,” “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how P31 CPA & Advisory collects and uses information about you when you opt-in to receive SMS messages from us.

Information We Collect

When you opt-in to receive SMS messages, we collect: 

  • Your phone number 

  • Consent to send SMS messages 

  • Your email address 

  • Your basic contact information 

  • Your messaging history

How We Collect Your Information

We may collect your information directly from you, such as when you complete a form or contact us or automatically, such as when you interact with our website.

How We Use Your Information

We use your information to: 

  • Send you the SMS messages you’ve opted in to receive 

  • Provide account updates and other information related to the services you receive from us 

  • To operate our business 

  • Send appointment reminders, document requests, and updates about the accounting, tax, and advisory services you receive from us

Choices and Controls

You can opt out of receiving SMS messages at any time by replying STOP to any message we send you. You can review our Terms at https://www.p31cpa.com/sms-terms for additional information about the opt-out process.

To Whom We Disclose Your Information

We may disclose your information to our affiliated companies; to third party service providers, business advisors, or consultants who provide services to us; in connection with a merger, acquisition, reorganization, restructuring, financing transaction or sale of assets; as required by law or administrative order; and to assert claims or rights or to defend against claims. We do not share your personal information, phone number, or SMS consent opt-in data with third parties or affiliates for marketing or promotional purposes. Your data will not be transferred to external organizations except as strictly necessary to provide the service. No mobile opt-in data will be shared with any external organization for any purpose other than essential service delivery.

Protection of Information

We take steps to protect your information against unauthorized use or disclosure.

Updates

We may periodically update this privacy policy. If we make material changes that have a substantive and adverse impact on your privacy, we will provide notice on this website prior to the change becoming effective. We encourage you to periodically review this page for the latest information about our privacy practices.

How to Contact Us

You can reach us by texting the word HELP for support to (330) 470-8120. You may also contact us directly at [email protected].

MESSAGE AND DATA RATES MAY APPLY. Your mobile carrier may charge fees for sending or receiving text messages, especially if you do not have an unlimited texting or data plan.

If you have any questions about this privacy policy or the SMS program, consumers may contact the message sender directly for assistance.

  • Questions about this privacy policy

  • Questions about the SMS program

  • Requests for additional information about communications from the message sender